Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What Fast Talkers Get Wrong — And How To Speak So People Actually Listen Beyond Buzzwords: What the New DEI Really Means Today Why Breaking the Container Is Holding You Back When Doing the Right Thing for Clients Leads to the Wrong Outcome Retail Investors Divided Over Deployment of AI in Wealth Management How AI Alters Your Digital Identity in 5 Key Ways Chasing Success? Don’t Lose Yourself in the Speed of It All Why AT&T’s Viral Memo Is Exactly What Corporate America Needs Right Now Overwhelmed by Your Week? Here’s How to Finally Take Control of Your Time Why Trustworthy Economic Data Is the Lifeline of a Healthy Economy The Unsung Tech Visionary Who Quietly Shaped the Digital Age Seize the Volatility Feeling Frustrated, Anxious, or Stuck? That Might Be Your Competitive Edge JET2 Got Roasted on TikTok — And Turned It Into a Marketing Win Why the Stock Market Can’t Save the Federal Budget Under Constant Watch: How Surveillance Is Shaping Your Daily Life What Happens During the Summertime Lull—and Why It Matters More Than You Think Forget Speed or Strength—This Is the Superpower You Actually Need Yes, Sydney Sweeney Cashes Checks — And Teaches Us a Financial Lesson Behind the Numbers: What 2025’s Country Risk Rankings Are Really Telling Us Why the Best Leaders Don’t Imitate — They Lead as Themselves Destabilizing the Data: Why Removing the BLS Commissioner Threatens Economic Integrity Why Being a Financial Advisor Isn’t for Everyone Why Rolex Was Never About Luxury — It Was About Proof How Constructive Conflict Builds Deeper, Healthier Relationships Wellness Isn’t a Benefit—It’s a Way of Working What’s Holding Back Organic Growth in Wealth Management Today How Servant Leadership Bridges Generational Gaps in Today’s Teams The Climb Without the Lift: Unpacking a Silent Problem in Women’s Advancement Why a Little Less Self-Control Might Be Exactly What You Need Stop Doing These 10 Things on LinkedIn—Here’s What Works Now Strategic Delay: The Leadership Habit That Separates the Good From the Great How Bipartisanship Masks Risky and Unjust Budget Maneuvers Legacy Planning Isn’t Just for Clients: Why Advisors Need One Too What Happened to Those Big, Bold Tax Cuts? Looking Ahead to the 2026 Healthcare Landscape When a Supreme Court Justice Said ‘I’m Uninsured’—What It Meant Then and Now The Gwyneth Gambit: Hollywood, Hype, and an Astronomer’s Crisis Playbook Don’t Fear the Midlife Crisis: 4 Surprising Reasons To Lean In Fear Intelligence Is Real—and It’s the Leadership Superpower No One Talks About Command the Room: Why Every Bold Leader Masters Their Voice First Ace the Interview: The One Thing That Makes You Stand Out and Get Hired The Hidden Costs of Hiring Your First Employee (And How To Budget for Them) Social Security’s Future: Inside the Truth With PBS' Financial Journalist Richard Eisenberg 6 Proven Ways To Turn Your Expertise Into Passive Income Fraud and Abuse Are Real — Here’s How To Fight Back Effectively The Mental Game Behind Scottie Scheffler’s Dominance — And What You Can Learn Everyone Loves Your Brand—so Why Is It Always First To Get Cut? The Vegas Habits That Made Me a Better Marketer What’s Next for Energy: Capital, Climate, and the Coming Shift Trending The Retirement Risk Few Advisors Talk About: When One Spouse Retires First The 10 Best Marketing Ideas I’ve Ever Shared for Financial Advisors More Information Doesn’t Make Investors Better. It Can Make Them More Confidently Wrong You Won the Most Trusted Advisor Seat. Don’t Give It Away. If Every Advisor Puts Clients First, What Makes You Different? AI Was Supposed to Kill Shopify. It May Make the Stock a Winner. The Free Consulting Trap That Costs Advisors More Than They Realise The Counterintuitive Truth About Giving Less in a First Conversation ⇤ « 10 11 12 13 (current) 14 15 16 » ⇥ 13 / 199
