Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. 4 Easy Ways to AMAZE Your Customers How to Work a Room Legacy by Design, Not by Default How Much Retirement Income Will Aging Clients Need? How to Avoid Retirement Disaster The Value of a Fiduciary Advisor Reaches 4% in 2017 A Rate Hike from the Fed Doesn't Mean a Panic Hike for You The World Is Not Becoming Passive: It Is Becoming Active in a New and More Useful Way How to Implement a Formalized Referral Marketing Process Why Envy and Jealousy Can Actually Be a Gift Four Ways to Start Your New Job on the Right Foot The Best Salespeople Don't Sell. They Build Relationships How to Make People Remember You There's No Such Thing as an Unexpected Expense! Why I Never Wanted Another Client McMobile: Will McDonald's Mobile Strategy Kill the Drive-thru? Diamonds Are Forever, but Trade-Offs Aren't! The Power of Clarity and Its Impact 3 Tips for Enhancing Your Firm's Cybersecurity Readiness How to Prepare Your Brand for Unpredictability Can Trump Follow Reagan's Playbook? The Promise of a Better Future is in the Early Signs of Change The Truth About Hearing Loss: 48 Million Americans Suffer in Silence The Balance Between “Needs" and “Wants" Understanding ETF Liquidity and Trading How Does an Advisor Test for an Aging Client's Diminished Capacity? Is It Possible to Be a Transformational Advisor? Most Inheritances Are Gone Within 5 Years Due to Poor Decision-Making #Fintech Is Dropping the Ball When it Comes to Financial Literacy Can You Make Running Away to Sea a Permanent Move? How to Kill Creativity in 6 Easy Steps Don't Let Your Financial Differences Lead to Divorce Lessons From the Growth of Bottled Water Is the Trump Bump an Example of Irrational Exuberance? How to Have People Benefit from New Ideas How to Protect Inheritances and Gifts for the Divorcing Woman Capital Gains: The Long and Short of It 6 Money Hacks to Lighten Your Budget One Thing Advisors Should Avoid Doing in Retirement Planning What's Your Bucket List? Why Would a Seller and a Buyer Want to Do a Sale Leaseback? You Think You Had a Bad Day at the Office? An Advisor's Top 10 Investment Lessons Learned Should You Steer in a New Direction in Light of the Recent Market Weather? Marketers: Appeal to the Heart, Not the Mind Are Parts of Wall Street Being Two Faced? How to Handle a Situation When the Customer is Wrong Answers About Buying a Home in 2017 KFC's 11 Secret Herbs & Spices: What Can be Learned From an Estate Planning Perspective When the World Feels Out of Control, Focus on What You Can Trending Generating Income: Leveraging Annuitization of Old Contracts Resurgence in Buybacks Reverses Bullish Sentiment Index How Advisors Can Smooth the Internal Succession Process Mastering Your LinkedIn Headline: Crafting a Memorable First Impression Differentiating as Advisors: Lightening the Load for Business Owners The Illusion of Easy Prospecting The US Represents Over 25% of the Global Economy Staying Top of Mind: Being Present Without Overstepping Boundaries ⇤ « 127 128 129 130 (current) 131 132 133 » ⇥ 130 / 173