Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Here's What to Think About Before Retirement Why Investors Should Order the Pot Pie Instead of Pot Roast 5 Best Practices for Effectively Managing Foundations What the Year of the Dog Might Mean for Your Finances How to Become Financially Knowledgeable and Independent How to Monitor Your Financial Plan Estate Planning After the Recent Tax Law Changes Does Your Financial Future Line up With Your Beliefs? 10 Reasons You May Love Being Retired Tax Changes Have Made 529 Accounts a Valuable Option for Parents Sharing Is Caring: a Call to ‘Blaze It Forward' Are You Training for The Reality That Everyone Has a Platform? Do the Single and Aging Have Different Needs Than the Partnered? 5 Business Lessons From Behind the Wheel Why Estate Planning Will Always Be Important Kindness as the Most Important Productivity Enhancement The Impact of New Tax Law Changes The Benefits of Recent Stock Market Volatility Don't Leave Thousands in Social Security Survivor Benefits on the Table What You Need to Know Now About the Changing “Kiddie Tax" A Conversation With a Nervous Investor 8 Actions to Turn Your Marketing Team Into Achievers of Remarkability Do You Need a Financial Advisor? Help Yourself to Help the Poor and the Planet How to Consume More in the Future Impact Investing Success Story: Estée Lauder and Investing in Gender Equality 3 Tough Money Conversations to Have With Your Significant Other 5 Primary Factors in Determining When to Take Your Social Security Customer Centricity is MORE than Customer Experience Three Key Principles for Customer Satisfaction Should You Borrow from Your 401(k)? How the Four Cs Can Help Every One of Us Take on New Challenges The Powers and Limitations POA Documents Give Advisors: Consider a Different Path – the Guru Path Ready for Financial Freedom? Start With a Budget! Four Ways to Financial Well-Being in the Age of Blame If Your House Was on Fire ... and You Had Five Minutes ... Where Should You Invest Now? How Do Great Leaders Get People Marching Together? The Relationship Between Bonds and Interest Rates 3 Trends Shaping the Future of Asset Management Why a Millennial Would Want To Join Your Advisory Firm Normal or Abnormal? Diagnosing the Market: How Not to React The Social Security Conundrum Fewer People in America Are Living in Poverty Shocked by the Market's Drop? Chalk it Up to Recency Bias The Surprising Scarcity of Financial Advisors Improve Your Meetings by Separating Unanimity from Consensus How to Motivate Sales and Marketing for More Synergistic Alignment The Changes in Healthcare Trending The Counterintuitive Truth About Giving Less in a First Conversation Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel? You Don’t Need Better Decisions. You Need to Make Decisions Faster. AI Isn’t Just a Tech Boom. It’s an Industrial Boom. Why Financial Advisors Practice Their Golf Swing More Than Their Value Proposition Nvidia’s $10 Trillion Path Just Got Easier Why International Investing Is Important Stop Proving Something Your Prospect Already Believes ⇤ « 136 137 138 139 (current) 140 141 142 » ⇥ 139 / 199
