Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Evolving Sales Landscape in 3 Simple Trends 12 Intros to Start the Tough Aging Care Talk The S&P 500 is Not Smart. Smart Beta and Smart Alpha Are. Strengthen Client Relationships by Determining If They Are Cargo, Passenger, or Co-Pilot The Top 5 Costliest Chronic Diseases This Technology Era Needs Leaders That Fail The Sports PR Passing Plays & Fumbles of Super Bowl 50 How Much Do We Really Need? A Lesson From the Mayo Brothers Rockefeller's Theory of Scientific Giving Stressful Time – Income Tax Time 75% of High-Net-Worth Individuals Plan to Invest More in 2016 Seven Steps To Pull Back From Financial Failure 7 Destructive Relationship Patterns COSTCO: How They View and Treat Their Employees Is a Highly Profitable Differentiator The Advisor in the Future A Wider Perspective on Income Inequality Writing Life's Little Chapters Five Reasons to Start Your Own Advisory Firm Don't Let Your Portfolio Get Sacked Trembling: Being Accountable to the Customer Head-On Collision: How to Actually Win a Good Fight 7 Things You Should Know About Sales Force Compensation Digging into Fees: How to Unearth Revenue Opportunities Who Needs a Financial Advisor? David Bowie — Estate Planning Genius! How To Answer: “If You Could Choose One Super Power, What Would It Be & Why?" 5 Tips to Help Your Employees Sound Like Pros on the Phone Wall Street and Groundhog Day Challenging the Competition Using Change Why Monitoring Goals Matters Most 5 Things NOT to Do in a Down Market Cheat Sheet for Talking to Clients About the Economy What Will It Cost If You Have To Financially Support Your Aging Parents? If This Isn't the Start of the Crisis, Just Imagine How Bad the Real Crisis Is Going to Be What Percentage of RIA Firms Outsource Client Portfolio Management? What the Chinese Zodiac Can Teach Us About Personal Finance How to Feel Optimistic About Your Future, Despite Your Impending Divorce Top 10 Jobs Most Likely to Disappear in the Near Future Setting Your Money “Normal" How to Increase Brand Awareness With Marketing Videos Tax Time-Who Should Do Your Taxes? Tips for Long Distance Caregiving How to Be Great at Social Media For Financial Services Consider Source of Dire Economic Predictions Defining Greatness... A Look Back At 40 Talking Heads Markets are Built on Walls of Worry 35 Ways of Thinking That Every Young Entrepreneur Needs to Adopt Understanding Life Insurance Policy Loans How Melanie Paid Off Her Student Debt Trending AI Isn’t Failing Financial Advisors. Their Instructions Are. The Trust That Brings Them Back Wall Street Is Betting Big on Micron—Can It Deliver? Gambling vs. Investing and the H-Factor Odds-Based Framework The Future of Wealth Management Technology Is Here Wall Street Is Starting To Worry About AI’s Price Tag Why Advisors Who Build Communities Grow Faster Than Everyone Else Jesse Livermore’s 9 Market Rules That Still Beat Most Investors Today ⇤ « 170 171 172 173 (current) 174 175 176 » ⇥ 173 / 197
