Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Bad Week for the Bears Why Clarifying and Limiting Your Advisory Actually Helps It to Grow Would You Ever Be so Bold as to Switch Your Niche? Show Prospects What They Are Not Getting Wealthy Millennials Starting New Families Should Keep Estate Planning Top of Mind How You Can Buy the Same Stocks as Elite Hedge Funds Will Bitcoin Hit $12,000 by the End of the Year? Blockchain: Satisfying the World’s Billion-Dollar Appetite for Sustainable Consumer Brands Americans Are Not Financially Prepared for an Economic Downturn How to Protect Yourself and Your Loved Ones From Fraud What’s the Latest on #Brexit in Banking Then? How to Avoid Pigeon Holing Yourself For Greater Career Success Getting to the Heart of Diversity, Inclusion, and Equity Can You Be Sure Your Advice Passes the Test? Walmart Health Wants to Disrupt Healthcare The Dwindling Trust Market You’ve Got Your Friend as a Client: Now What? When the Market Gets Expensive, Invest in Yourself The Sworn Enemy of Preparing for a Successful Financial Future: Status Quo 4 Reasons Why Buying Leads Is Like Burning Money Developing Buyer Personas For Financial Services Is a Target Date Fund Right for You? Should Advisors Hire a Copywriter or Write Their Own Website Copy? Bad Timing or Bad Decision The Importance of 1-on-1 Meetings for Your Business How to be Financially Resilient What An Elite Athlete’s Early Retirement Teaches You About How to Retire 4 Ways Dedicated IT Teams Help Boost Efficiency for Startups Articulating the Value of Your Advice The End of College Is Coming This Stock Will Take Justin Bieber to Space and It’s a Good Investment Is There a Perfect Way to Measure Earnings? 5 Reasons to Connect with Clients on an Emotional Level Why Investors Should be Cautious Investing in Corporate Bonds 5 Tips to Get Your Start-Up Past the First 5 Years The Evolution of Advisor Marketing How, When, and Why to Use Municipal Bonds in Your Investment Portfolio Don’t Be Too Quick to Judge Yourself The Magical Shrinking Social Security Check Are You Ready To Update Your Perspective? How Companies Going Through Digital Transformation Can Garner Trust 6 Signs That You’re Selling the Wrong Thing 2020 Will Bring 40+ IPOs That Could Double Your Money We Should See New All-Time Highs by Year End Does Manufacturing Matter Anymore? 5 Steps to Prepare Your Heirs for Their Inheritance Intentional Design: Embracing the Circular Economy How to Write One Blog Post per Month AND Atomize It into 10 5 Myths that Cause Women to Compete Why a Boilerplate Is an Absolutely Obscene Thing Trending 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 Transform Your Discovery Meeting by Ditching the Sales Pitch A Bull Market Fueled by Speculation and Risky Bets Allison Schrager’s Insights on Personal Finance and Macroeconomics Top 3 Retail Predictions for the 2024 Holiday Season Scott Bessent's 3-3-3 Rule ⇤ « 77 78 79 80 (current) 81 82 83 » ⇥ 80 / 179
