Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What Does it Take to be a Financially Independent Woman? The Family Paradox: A Dichotomy of Joy and Dysfunction Where to Start if You Don't Have a Retirement Plan Yet Ask Every Prospect These 5 Questions to Close a Sale Love is in the Air! What's Wrong With Earning a Commission From the Sale of a Financial Product? The Myth of That “Nice Long Life Ahead" at Age 65 Maintaining Humanity in an Increasingly Robotic, Automated A.I. World How the Benefits of the DOL Fiduciary Rule Have Already Taken Root Dollar Shave Club vs. Harry's Does Being A Fiduciary Matter? Uh, Yes. Missed Opportunities for Married Couples Trying to Save Could the Rally in Global Equities Keep Rolling? Mistakes to Avoid When Investing Through a Financial Advisor Donald Trump Could be Eligible for 3 Different Social Security Checks Harvard Just Outsourced: Should You? Why Age Shouldn't Matter When it Comes to Financial Planning Innovation Is the Only Answer to Keep Your Company Healthy. What's Your Plan? Uber, Airbnb & Netflix Are Leading the Charge to End the Middlemen Determining Your True Values Will Lead to a Successful Financial Strategy Emotions in Business: Why We Need to Show the Side the Makes Us Interesting to Each Other 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 Trending Morning Habits That Drive Higher Productivity for Financial Advisors The Tech Sell-Off Is Hiding a Stronger Bull Market The Secret Engine Powering the Greatest Growth Story We’ve Ever Seen A Nasdaq 100 Fee War Has Begun: What Advisors Need to Know About QNDX Every Exception Costs More Than You Think Why AI Is Making Human Judgment More Valuable Than Ever Crypto Voters Could Shape the 2026 Midterms: What Advisors Need to Know AI Isn’t Failing Financial Advisors. Their Instructions Are. ⇤ « 152 153 154 155 (current) 156 157 158 » ⇥ 155 / 197
