Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Sitting on Too Much Cash? Here's What to do With the Extra... The Worst Misconception About Advisors and Elder Financial Abuse How to Plan for the Transition of Our Financial Caretaking Surprising Deductions From Your 2017 Income Taxes 10 Ways to Stand out From the Crowd How to Crush Your 60-Second Shark Tank Pitch Are You Up for the Human/Tech Challenge? The Fiduciary Standard is Here to Stay Return of the Cyclicals Following 2016's Roller Coaster Ride How to Quadruple Lead Generation Through 7 AutoResponder Techniques Are You Ignoring the 24/7 News Cycle and Focusing on Your Financial Plan? Now What After Dow Jones Industrial Average Hits 20,000? Do You Really Understand What Your Client Is Going Through? Think Again. The Three Loneliest Places on Earth for Sales People 12 Scary Facts if You Don't Get Enough Sleep Fee-Only Vs Fee-Based Planning: Understanding the Differences for Long-Term Success Are High-Net Worth Clients Planning to Pay for Their Aging Parents? Employee Appreciation Day! 51 Ideas That Won't Break The Bank How to Prepare Seniors for Someone Else to Handle Their Financial Affairs Making the Country Better for Seniors Three Keys to Surviving the Next Correction Slow Down, Rise Above the Noise and Find Your Own Way It's the End of Finance as We Know It ... What the Girls Auto Clinic Teaches Us About Innovative Customer-Centric Design Myths About Love (and Why We Get Stuck) Client to Financial Advisor: “How Exactly am I Paying You?" Be Different or Be Dead: Does “Sameness" Really Kill? Homeowners Insurance Options are Not Created Equal - Are You Covered? Yikes! 7 Very Bad Decisions That Can Lead You to Financial Misery Reflecting on My Business Death Sentence After Closing My Firm Inside the All-Time Great Mindset of Kobe Bryant How an Unplanned Break from Social Media Was the Change I Needed Buying Business Clothes for Less - and Keeping Them Looking Like New Identifying Your Level of Work Happiness (and How to Boost It) The Real Cost of Long-Term Care for Aging Clients Here's Why U.S. Stocks Have Performed So Well... FinTech: Where Do We Go, From Here? Trump's First 100 Days: Get Ready for Market Volatility Why It's Important to Be on the Same Investing Page With Your Spouse Why There Is No Such Thing As "The Customer" Should You Pay Attention to the Dow? Bitcoin: The Technology That Just Won't Die What's Going to Be Your Legacy ... at Work? Kate Healy: A Woman on a Mission How I Saved Thousands of Dollars in One Year (and You Can too) Is Business a Game? Customer Experience Lessons from Gaming Beware: Patience is Not an IRS Virtue How to Assess the ROI of Your Financial Advisory Fee How to Create a Competitive Claim That Stands Out From Others A Financial Warning: If All You Have Is a Hammer, Everything Looks Like a Nail Trending Finding Opportunity Amidst the Headlines: The Case for Long-Term Investing Does Your Personality Influence the Sale? Active ETF Growth Continues To Amaze Treasury Cash Soars Providing a Liquidity Reprieve Bridging Marketing and Customer Experience: 16 Conversation Starters The Power of Sales Scripts in a Rainmaker’s Succession Plan How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor ⇤ « 129 130 131 132 (current) 133 134 135 » ⇥ 132 / 173