Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Ins and Outs of Opportunity Zones Why the G20 Leaders Must Embrace Cryptocurrency Regulation Your Client Is Flawed but So Are You Advisors: Blogging is No Longer a Luxury but a Necessity Choice Overload? 4 Key Criteria for Evaluating Service and Platform Providers Play Wisely With FIRE Movement 10 Ways Advisors Can Ensure Their Strategic Plan Gets Implemented Gold Reestablishes Its Brilliance 10 Reasons to Preserve a Legacy This Is What Makes Your Strategy Useless The ABC's of Power Spending The Important Question For Your Clients Contemplating Retirement Small Talk Can Mean Big Bucks Facebook Libra: Weighing The Pros And Cons 6 Requests for Men in Financial Services The Secret Power of Smarketing What Facebook's Libra Tells Us: Traditional Banking Is Finished and Cryptocurrencies Are Mainstream Are You a Money Winner or Money Loser? Brief Step By Step Guide To Becoming An #Agile Superhero The Pound and UK Assets Could Fall Further on PM Candidates' Lack of Brexit Clarity Your Financial Planner Will Be Replaced by a Computer Beyond Meat, Beyond Logic: The Future of Food? The Rise of ‘Tech for Good' and How to Implement It Effectively in 2019 Plan for Tomorrow, Live for Today! The Elections and Your Portfolio Freedom From the Big Brand: Unencumbered Growth for an $800mm Team 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 Trending How a New Era of Client Engagement Is Transforming Financial Planning The Real Cost of Women’s Health: An Invisible Tax We’re All Paying “Hopeium” Is the Most Dangerous Drug in Selling Is the Market Warning Us? Decoding the ‘Sell in May’ vs. ‘Dull Tape’ Dilemma What’s Really Changing in Retirement Policy? Key Insights Unlocked Customizable Rules: The Flexibility Your Compliance Team Needs The Invisible Infrastructure Powering Insurance Innovation with Rich Romano What Advisors Need To Know About Retirement Housing Navigators ⇤ « 96 97 98 99 (current) 100 101 102 » ⇥ 99 / 184
