Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Listen. Borrow. Experiment. Innovate. Inclusion Is for Everyone When Generations Collide A Solution for the Shrinking Family Caregiver Market These Two Words Have an Astounding Impact on Your Health 5 Ways Advisors Can Become Better Mentors Client Conversations to Have This Holiday Season Create a Hostile Environment for the Ungrateful Bulls and Bears in a China Shop What You Need to Know About MLP Taxation How to UNDERWHELM Yourself When Should You Replace Your Financial Advisor? How Do You React to Adversity? Customer Service Happens When the Experience Breaks Down Turn Your Philanthropy Into a Generational Project The Magic of “Moments” Marketing 3 Market Predictions On The Future Of FinTech 122 Clients in 12 Months from Digital Marketing Does Your Portfolio Have Junk In The Trunk? Here’s What To Do About It It’s Not Shocking to See Schwab Buying TD Ameritrade The Middle-Class Cost of Medicare for All Economic Growth Has Not Hit Bottom Yet How Income Investors Can Play the $500 Billion 5G Boom Your Reputation IS Your Personal Brand: It’s What Matters Most Enhance Your Strategic Planning with These Five Questions What Wise Women Do After Divorce 7 Small Things That Might Be Costing You Deals The Problem with Not Talking About Money Why You Need to Focus on Going 1-0 Every Day How To Analyze Data for Decision Making To Roth or Not to Roth Will the Global Economy Improve in 2020? Nine Reasons It Makes Sense to Pay for Financial Advice 5 Opportunities to Deepen the Impact of Your Charitable Giving Stop the Presses: Did China Blink? What Would You Rather Talk About: Sex, Religion, Politics or Money? The Advisor’s Role in Final Decisions Three Hurdles Every Philanthropic Investor Should Know About ESG Investing Which Leads Magnets Work Best for Advice? Make Sure a Dramatic Change in Your Service Isn’t Traumatic Why You Should Be an Investing Contrarian 5 Easy-To-Use Tools For Advisors To Become Their Own Marketing Team The Everyday Question You’re Getting Wrong SEO for Financial Advisors: 4 Simple Tasks for Your Marketing Routine 7 Ways to Boost Awareness of Your Brand How to Increase Your Presence on LinkedIn How Advisors Need To Approach 2020 Why Your Stock Portfolio Is Performing Worse Than The S&P 500 Index The Calm Before the Economic Storm How to Make a Killing During the Biggest Housing Boom in History 19 Ways To Exit Your Advisory: Are You Ready? Trending Finding Opportunity Amidst the Headlines: The Case for Long-Term Investing Does Your Personality Influence the Sale? Active ETF Growth Continues To Amaze Treasury Cash Soars Providing a Liquidity Reprieve Bridging Marketing and Customer Experience: 16 Conversation Starters The Power of Sales Scripts in a Rainmaker’s Succession Plan How Advisors Can Improve Communication With Clients Tying the Knot a Second Time? Talk to Your Advisor ⇤ « 65 66 67 68 (current) 69 70 71 » ⇥ 68 / 173