Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Comfort Trap: Cash Is Misleading Clients Again 7 Critical Questions To Ask a Defense Lawyer Before You Decide Redefining CEPA: Why “Business Wealth Advisory” Precedes “Exit Planning” for Younger Business Owners & Founders When Markets Get Loud, Advisors Who Stay Calm Win Clients Want Stronger Connections? Combine These Two Networking Approaches Better Feels Uncomfortable: What Your Brain Is Really Doing During Recovery Real Change Starts Small: Leadership Actions That Fix Overload and Inaction Leadership That Delivers Results Starts With Serving, Not Commanding Women Are the Market So Why Are Advisors Still Missing the Mark? A Lesson Most Builders Learn Too Late Fear Is Costing Your Organization More Than You Think—Here’s How To See It Stock Picks Are Exciting, but Teams Win Wealth Battles How To Help Your Clients Run Their Rental Properties Like a Business When Success Slows Urgency, High-Performing Firms Start To Drift Leaders Who Simplify Win Faster, Align Teams Better, and Execute More Burnout Signals Leaders Should Never Ignore Paying Advisers 50%+ of Revenue? That’s Not a Business—That’s a Liability Four Hard Choices That Could Reshape Social Security’s Future Fear Is a Liar: Understanding Voice Inside Your Head Financial Strategies for Running a Better Transportation Business $56 Trillion Debt by 2036: Fiscal Path Raising Alarms for U.S. Economy Same Words, Same Pitch—How Advisors Lose Differentiation S.O.A.R. Method for Writing Resume Accomplishments That Get Interview Attention You Don’t Need All the Answers—Just Need the Courage to Say “I Don’t Know” The Advisor’s Rite of Passage: From First Client to True Fiduciary Scott McTominay’s Tomato Moment Reveals a Big Lesson About Innovation Strong Leadership in Volatile Times Begins With a Strategic Pause Ideas Often Die in Discussion—6 Ways To Turn Momentum Into Commitment Mental Toughness Lessons From FBI Training That Transform Leadership Iran War Is Reshaping Financial Advice for Internationally Mobile Families Modern Buyers Already Know Your Story. Alignment Decides if They Believe It Too Many Priorities? Nest Them Like Russian Dolls and Watch Clarity Appear Pain, Fear, and Routine Often Come From Same Habit Loop Teams Fail Through Four Predictable Communication Patterns Is Your Leadership Entering Act 2? The Case for a Reset Owning Stocks Is a Privilege. Volatility Tests Whether Investors Keep It When You Ask About the 1%, What Are You Really Looking For? 3 Non-Negotiable Weekly Practices That Scale Companies Past $1B Most Advisors Hit a Revenue Ceiling Until They Pick One Client One Outcome. One Owner. One Metric. Total Alignment. Fix Performance Issues by Addressing Systems, Not Personalities Social Media Is Not a Growth Strategy for Serious Advisors The Next White House Transition Could Shape Constitutional Norms for Decades Protect Your Capacity or Watch Your Leadership Erode How Fear Hijacks Conviction and Divides Us The Future of Money: What It Could Look Like by 2050 How To Discuss the Blue Owl Situation With Clients Guiding High-Net-Worth Clients Through Cross-Border Investments Top Franchise Marketing Agencies Helping Brands Scale Nationally In Crowded Markets, Client Experience Is Only Sustainable Advantage 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? ⇤ « 3 4 5 6 (current) 7 8 9 » ⇥ 6 / 199
Redefining CEPA: Why “Business Wealth Advisory” Precedes “Exit Planning” for Younger Business Owners & Founders
