Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 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? 5 Risks You Run If You Grow Your Practice Too Fast Terry Bradshaw’s Best Financial Decision Was a $900,000 Loss in Real Estate The Big Tabu: Facing the Financial Industry’s Older, Impaired Financial Advisors Dispelling the Myths of Content Shock Is It Time to Invest Globally? What Language Should Startups Speak? Kindness Is No Wimpy Emotion: It Has Muscle Trending Let’s Stop With the Rate Hike Talk Already Expanding Your Prospect List: 3 Effective Strategies Is More Time Required To Make the Sale? ETFs, Index Funds Winning Fund Structures for Retirees Navigating Growth in Financial Services: Choosing from Abundance Build More Efficient Portfolios With Growth in Up, Down and Flat Markets Grow Your RIA: Perfection Not Required Investing in the Pivotal $900 Billion Compliance Carbon Market ⇤ « 66 67 68 69 (current) 70 71 72 » ⇥ 69 / 174