Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Apex 2017: Inspiring Discussions at the Crossroads of Health and Wealth Fighting for Women's Wealth and Health How to Create Achievable Transformational Change Don't MAKE the List ... DO the List Are You In Charge or In Control of Your Financial Future How To Effectively Deal With The Stock Market's Ups and Downs How to Educate for an AI World Segmenting the Millennial Market Is Key for Advisor Opportunity Illiquid Real Estate Investments May Protect Investors from Bad Instincts Create a Strong Financial Plan by Asking These Questions Options for College Sticker Shock What to Do If Your Advisor and a Financial Specialist Collide The Associated Risks of Growing Older What are Your UICs? Lessons from American & United Airlines Customer Experience Debacles Do You Know the Origins of a Fiduciary? How the Election Has Affected the Credit Markets The Question We Should Ask All Young People Why You Should Warn Your Aging Clients About Medicare Fraud Why I Chose a Health Cost Sharing Ministry Over The Affordable Care Act Reality Check: 24 Stock Market Facts You Need to Know What Do Financial Advisors Actually Do? 6 Tips to Increase Your Online Financial Security Are You a Leader Who Lights Fires? 16 Signs You're Doing Much Better Than You Think You Are Devoting Purposeful Mental Energy to One Thing at a Time When to Turn to a Specialist With Your Financial Planning How Embracing Risk Can Help You Make Smart Investments Being Genuine Will Help Your Business Big Data and Your Wallet The Inability to Objectively Look at Data Can Be Fatal Is Robo Advice Better Than No Advice? Agile and Waterfall, Do You Have a Choice in Your Design Process? How Smart is Artificial Intelligence? The Documents You Need for Your Estate Plan How Much Should You Plan On For Retirees' “Out of Pocket Medical Costs"? How to Help Your Parents Financially Passive Aggressive Investing Corporate Innovation Challenges: Culture, Budgets, and “Frozen" Management Is the American Dream Slipping Away? Be a Bully in Competition for Career Opportunities What the OCC Charter Would Mean for Fintechs Do Potential Changes to the Fiduciary Rule Mean Trouble? Being at the Right Place at the Right Time Your Ability to Focus Has Probably Peaked: Here's How to Stay Sharp Are You Asking the Right Questions About the Market? Where to Start as a Female Entrepreneur Will You Pass on a Meaningful Inheritance? 20 Reasons Why Your Company Should Do Less Better Aging Clients: Beware "The Sweetheart Scam" Why You Need to Own Bonds Trending How Elite Advisors Win Trust in Volatile Markets with Samantha Russell Trump’s Golden Dome: The Defense Sector’s Next Big Boom? The Solo M&A Myth: Why Going It Alone Costs You More Than You Think Staying Calm in Choppy Markets: The Power of Defense and Discipline The Trust Echo: How To Make Your Message Stick Without Selling Smart Diversification Moves When Markets Get Volatile Why “Following Up” Is Destroying Your Credibility The All-in-One Platform Built for Modern Advisors with Michael Scaplen ⇤ « 134 135 136 137 (current) 138 139 140 » ⇥ 137 / 183
