Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Biggest Risk to Advisors How to Cultivate the Major Players at a Non-Profit Are the Tariffs Taking a Toll on China? Don't Get Stuck With a Bad Annuity Things We Don't Talk About Do You Understand the True Value of Advice? MyPerfectFinancialAdvisor and Why I Started It What You Need to Know About Senior Isolation Transitioning from Business Ownership to Retirement What is a Captive Insurance Agent Please Don't Buy the Dip in Nvidia or Other Chip Stocks 3 Ways to Distinguish Yourself as an Advisor Using Only Your Blog What It Means to Become Real Innovators Junk in the Trunk: The Story of Today's Bond Market Two Lenses, One Vision: Investing for LGBTQI and Gender Equity 10 Tips For Recruiting Financial Advisors The Secure Act and Retirement Accounts Aligning Global Goals and Investment Analysis Clients Lie ... to Their Advisor and to Themselves Why Blue-Chip Dividend Stocks Aren't as Safe as You Think How to Build Client Memories When It Matters Most This Is Why Sometimes I Really Hate Salespeople How to Handle the Next Recession — That May Have Already Begun It's Time to Stop Chasing the Iron Rabbit How Machine Learning Improves Businesses Already Weak Pound Will Fall Further If Boris Johnson Is Prime Minister 4 Questions That Will Help You Reach Your Financial Goals Wealthy Investors Prefer Not to Get Inheritance Advice Do Local Real Estate Markets Matter More Than the National Stock Exchanges? Recession Is a Psychological Thing: It Will Happen When We Say It Happens What to Do If You Have a Toxic Colleague? Trump's Tea with the Queen? His Multi-Front Trade Wars Are More Controversial The “Warren Buffett Approach" as a Sales Pitch? Innovation Is About Harnessing the Gifts God Has Given You Brace Yourself: 401k Changes Are Coming Britain's Three Lost Years on Brexit Won't End on Halloween How Digital Technologies Will Shift Human Capital Why Benchmark Tracking is Broken How to Keep Alexa Secure at Home The Future of Fiduciary is not Fiduciary How Good Company Culture Can Go Bad Financial Interdependency: You are Not Alone Small-Town Lessons on Relationship and Business Reputation The Unintended Consequences of High Taxes on the Rich Buy and Hold Is Much Harder Than It Sounds Methods That Can Help International Employees Adjust To Life In Your Business How to Explore Your Relationship With Money How to Deepen Relationships with Centers of Influence How To Earn More Cake (And Fewer Crumbs) With Authority 5 Tips to Plan for Retirement in 10 Years or Less 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 ⇤ « 86 87 88 89 (current) 90 91 92 » ⇥ 89 / 173