Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Why Clients Need to Make Sure Their Advisor is Happy Removing Yourself From A Sea Of Sameness Insurance Options for Business Owners The Real Financial Planning Pyramid Minimizing Geopolitical Risks to Your Portfolio How to Lighten the Load of Your Student Loan Debt Ending Our Obsession With Leadership Your Greatest Retirement Asset Could Be Your Attitude The 7 Essential Questions for Smart Giving What Extraordinary Advisors Do For Retiring Clients That Other Advisors Miss This Is What a Unique Successful Culture Looks Like Effective Ways to Grow Your Business Quickly Money Won't Fix Everything, but It's Better Than Duct Tape Making a Retirement Plan You Can Stick To Five Reasons Advisors Should Move Their Book Now! Lessons from Breaking the Two-Hour Marathon Record Financial Goals Are Different Than Plans ... You Need Both The Journey of an Innovator Often Ends in Creating a New World How Your Overworked Assistant Can Help Get Business An Open Letter to My Nieces on Turning 30(ish) Are You Prepared for the Next Market Correction? A Game Changer That Will Obscure Everything Else The Difference Between Networking And NetWeaving? When the Immediate Future is Not Your Choice 8 out of 10 Millennials Now Prioritize Responsible Investing 12 Articles That Changed My Views Over the Past Decade Are You Ready for a More Abundant Decade Than We've Ever Experienced? Don't Assume the Secure Act Will Enhance Your Retirement Security Impact Investing Is Primed to Become a Bigger Force in 2020 How to Make Sales a Strategic Force Here's How to Make the New Secure Act Work for You New Year's Resolutions For The Win Is the Financial Coach the Future Financial Advisor? Your Advisory Needs Its Own Tight 5 for Long Term Success L'Oréal's Blends Color Try-Ons With Google Lens Will Investors Continue to Shrug off Headlines in Favor of Facts and Policies in 2020? The Difference Between Investing and Saving Do Investors Who Stay in Their Seat Do Better? The Top 8 Things You Need to Know About the SECURE Act Advising Aging Clients on Loneliness Managing the Risk of Longevity Can Advisors Rise out of the Dangerous Middle? Understanding the Economic Cycle Relishing the Power of the Entrepreneur Financial Rules of Thumb are Mostly Dumb The Problem With Seeing People As Vulnerable The 10 Most Inspiring Places I Discovered This Past Decade Receiving a Bonus This Year? Spend It Wisely! Surviving the End of Asset Management Fees Is DraftKings Worth the Gamble? Trending Clients Can Have Their Cake and Eat It Too With Tax-Smart Income Are You Participating in Bitcoin’s IPO? Enhance Prospect Engagement: Elevate Your Approach Reflation Trade Is the New Bullish Narrative Optimizing Your Inheritance: Enhancing Value and Preserving Family Harmony The Bitcoin Surge & Investing in its Digital Realm with Chris Gannatti Jamie Dimon: AI Will Be as Transformational as the Printing Press Crafting Effective Networking Strategies Beyond Traditional Networking ⇤ « 62 63 64 65 (current) 66 67 68 » ⇥ 65 / 173