Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Team Silence Usually Points to Leadership, Not Engagement Problems Interview Success Starts With Choosing a Better Story Comfort Is Making CEOs Worse Decision-Makers Getting Laid off Led to Career Growth I Never Expected The Next War Will Be Over Food and Water 10 Dealmaking Signals Revealing How Governance and Risk Are Being Redefined When Leaders Admit Uncertainty, Teams Respond With Stronger Engagement and Trust Capability Meritocracy Is Replacing Experience as Business’s New Currency Advisors Are Being Measured by Lifetime Client Outcomes, Not AUM Stepping Into Leadership Without Overwhelming Your Team Selling a Business in an Uncertain Economy Starts With Preparation You’re Not Burned Out. The World Changed Faster Than You Did. Essential Financial Insights Into the Growing Trend of Dental Tourism The Best Advisors Don’t Chase Clients—They Choose Them 50 Years of Deficits, Tax Cuts, and Debt: America’s Fiscal Math Is Breaking Down What Mother’s Day Reveals About Love and the Need to Feel Safe Dream-Chasing Advice That Fails Most People in Real Careers Women Don’t Need a Seat at the Table—The Table Needs Their Leadership Leadership Edge Comes From Hunger, Not Titles or Strategy Can Americans Even Afford a Burger Anymore? CX Leaders Keep Proving Value Instead of Producing Outcomes That Matter Your Senior Team Isn’t Avoiding Accountability—They’re Avoiding Risk Four Fear Patterns That Stall Careers and Limit Leadership Growth 6 Moves That Turn High Performers Into Leaders Who Multiply Results Vulnerability Isn’t Weakness—It’s What Makes People Trust You Sending Hundreds of Applications Isn’t Working—Try This Instead Baby Boomer Business Exit Wave Creating Major Opportunities and Risks for Buyers From Advisor to CEO: 10 Moves That Build Real Enterprise Value Sense of Humor Might Be Your Most Underrated Advantage at Work Teams That Don’t Disagree Don’t Think Deeply Stop Delegating These 5 Critical Leadership Moves Teams Don’t Need More Pressure—They Need Ownership To Perform at Their Best The Hard Truth Most Financial Advisors Avoid—And Why It’s Costing Them Growth What Musicians Know About Execution That Business Leaders Miss Client Acquisition Is Your Business—Everything Else Is Just Branding More Protein, Bigger Problems? Rethinking Meat, Resources, and Future Supply When Self-Improvement Turns Into Self-Sabotage Leadership in Chaos Starts With Thinking Like a Startup Again Five Moves That Turn Any Leader Into a Trusted Voice Your Financial Advisor May Now Be Owned by the Same Group Selling Your Investments Real Barrier to Success Isn’t Skill—It’s Willingness To Hear “No” The New Rules of Raising Capital: Why Most Founders Are Being Left Behind Tracking Everything, Trusting Nothing: Cost of Over-Optimization Why High-Income Families Need Integrated Wealth Planning Instead of Siloed Financial Advice Fear Feeds Itself: Understanding the Loop and Regaining Control Are Institutions Stealing the Spotlight From the People They Serve? Working With High-Net-Worth Clients: Clarity Over Complexity What High-Performing Companies Do Differently: They Never Stop Learning 5 Leadership Habits That Turn Everyday Interactions Into Lasting Trust Stop Managing Time—Master Your Energy With the FOCUS Framework Trending 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 Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel? ⇤ « 1 2 3 4 (current) 5 6 7 » ⇥ 4 / 199
