Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Customer (Dis)Service: Bold Mistakes That Drive Customers Away The Leadership Power of Gratitude Allison Schrager’s Insights on Personal Finance and Macroeconomics The Best Way To Destroy Capitalism Is To Destroy Money Investing in Property? Understand Your Tax Obligations Beyond the Deal: Hidden Challenges and Risks of M&A in Financial Services Liz Weston’s Timeless Financial Tips and Strategies Election Aftermath: Why Both Parties Are Stuck in the Past Work + Life: Making the Most of Their Connection Do We Need a Department of Effectiveness? Networks Provide Reach, But Communities Drive Real Power When Authenticity Becomes a Problem Are You Doing Your Best Work Right Now? The Bright Future of the Construction Industry in 2025 Drug Ads and Federal Spending: The Power You Hold The People Who Can’t Work Here Election Drama: Trump, Powell, and the Future of Interest Rates From Random to Intentional: 5 Leadership Pivots Crowd Psychology and Market Trends: What They Reveal About Politics Five Big Issues to Watch Before Thanksgiving How to Foster Meaningful Dialogue in a Divided World The Boom in Outdoor Wear: How Wellness and Technology Are Driving Sales Parenthood vs. Your Budget: Planning for Baby Expenses The Day After: Washington in Shock The Truth Behind Price Controls and Political Economic Myths Donald Trump’s Mandate Who Do We Trust, How and Why? A Behavioral Finance Handbook for Financial Advisors Diving Deep: Lessons From My Time in the Pool Generational Wealth: How Black and Latina Women Are Leading the Charge My Hope On Election Eve, 2024 Market Polls To Help Handicap The Election Why Factories Aren't the Future: Martin Eichenbaum on U.S. Tariff Risks Leadership Direction: Plus or Minus? Your Choice The 'Sugar Daddy' Effect: How Corporate Venture Capital and Sovereign Funds Drive Green Energy Advice for Social Media-Enthused Investors In a Sea of Election Predictions, Who Can You Really Trust? When Your Idea of Wealth = Money, Time and Freedom Industry Experience or Success? What Drives Better Results Tariffs: The Hidden Tax Raising Your Checkout Prices When Effort Becomes Effortless: Unlocking Your Potential Need to Tweak Your Job? Signs It’s Time for a Change Why Ignorant Investors Are Often Better Than Informed Investors Q4 Essentials: The Critical Importance of a Strong Finish for Advisors Advice Trumps Politics: Why Guidance Comes First The Career Myth You Must Unlearn for Leadership Success The Top Ten Election Forecasts for Voters and Investors Is AI Set to Disrupt Websites and Advertising? Who Will Blink First? Nike’s Loss of Footing: Business Lessons for Staying Ahead Leaders, You Might Be Doing the Wrong Job—Here’s What to Change Trending How Financial Advisors Can Drive Referrals with Comprehensive Planning with Tim Seifert Scope Technologies Leveraging Disruptive Tech To Bolster Cybersecurity Nina O'Neal | Using Nitrogen for Smarter Investment Prospecting When Will the Fed Hit Pause on Quantitative Tightening? Common Mistakes Advisors Make on Their OWN Taxes Will Regulatory Changes Challenge Big Tech’s Dominance? Christmas Countdown: 3 Retail Stocks Poised to Shine Want To Attract High-Net-Worth Investors? 3 Operational Challenges You’ll Need to Master First ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 179
