Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Good Questions, Good Conversations, Better Connections How Worried Should You Be About the Biden Tax Hike Proposals? What Are You Choosing for 2021? Money Skills Matter for Life Success Developing Agile Competencies To Assist You/SAAS Achieve Greater Results Your Financial Life Is an Endurance Race, Not a Sprint How Big Is Your Rejection Pile? Tax Havens for the Super Wealthy Failure Is the Best Thing for You Why Should We Remember the Year of the Missing Toilet Paper? 2020 Is Almost Done. Take the Helicopter View Could Bitcoin Gain Another 50% in Record-Breaking 2021? Financial Abuse: The Most Common Type of Abuse That Far Too Many Ignore 7 FBI Tips On How To Be More Likable 2021 May Be the Year to Display Your Gangster Moves The 5 Biggest Mistakes Small Business Owners Make Holiday Spending and Money Scripts What’s Your Investment Game? How Will Your Clients Remember 2020? Even More Tech Firms Are Leaving Silicon Valley for Texas Help a Nonprofit Hit a Homerun: The Case for Unrestricted Donations The Crucial Art of Saying No Why Innovators Always Say “Adapt or Die” Why the Average 40-Year Old Has a 676 Credit Score 5 Quick Tips for Communicating Your Vision Effectively How to Avoid Burnout When Working Toward Your Goals How To Bob Dylan Your Authority Business Virtual Meetings Work for Financial Planning Clients 4 Ways Science and Innovation Are Shaping the Beauty Industry Endgame Brexit Talks Should Not Be the Focus for Investors Live to Fight Another Day = Investing Success How To Disinfect Your Office Space Post COVID-19 6 Financial Moves To Make Before Year-End My Very Official Best Gifts List for 2020 4 Ways To Discover The Future That’s Patiently Waiting for You How To Decide When You Have Too Many Choices? Four Income Tax Strategies in Retirement Six Ways to Increase Your Financial “Pillow Factor” Second Passport Demand Surges by 50% Amid COVID-19 Restrictions What is Your Moment of Truth in 2020 and Beyond? How Advisors Can Keep “Susceptible” Clients Engaged for Life Change Money Behavior With Financial Therapy Tools 5 Things Clients Look for in a Financial Advisor Five Tips For Turning Around Your Damaged Career Investors Should Avoid Directly Linking Effort With Expectations Attention Robinhood Power Users: Most Day Traders Lose Money Let’s Start a Pro-Aging Industry What Human Frailties Does COVID Expose? What is a Donor Advised Fund? Icarus: A Cautionary Tale for the Overambitious Trending Election Year Market Expectations Why Financial Advisors Need Clarity On Their Ideal Client Understanding the Emotional Drivers of Client Decision-Making Inflation Has Been Dreadful for Retirement Savings Technology Is Good, but Humans Are More Important Portfolio Construction: Assembling the Building Blocks Reddit Posts Reflect Investor Interest in Climate Change, Renewable Energy, and EVs Words that Hinder Building Rapport with New Clients ⇤ « 47 48 49 50 (current) 51 52 53 » ⇥ 50 / 173