Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What Shapes the Future? Economic Scenarios in a Volatile World 3 Holiday Questions I Love Asking Every Year Reciprocity and the Social Contract: Discussing Tomorrow, Today Boldin’s (New Retirement) Roth Conversion and Retirement Advice. Not What Economics Orders Discover What Your Financial Choices Reveal About You Why Are CFA Candidate Numbers Falling? Time to Act Want to Be Great? Start with This Game-Changer Rosso’s Top 2025 Reads and Holiday Gift Idea Top 10 Drivers for Success in Creating Multiple Businesses Why You Need Multiple Mentors To Reach Your Full Potential Make 2025 the Year of the Anti-Hero Seeing the Bigger Picture: Lessons From a Tree Lighting Could Bitcoin Be the Ultimate Doomsday Hedge? Jonathan Treussard Explains Why Embracing Different Opinions Is a Gift Hair Industry Soars in 2025: Key Insights Driving Financial Growth Do You Talk Too Much? Turning Trauma Into Strength: How Challenges Fuel Growth Rethinking Fridays: A Fresh Perspective for Black Friday Kings and Their Retinue Washington’s Year-End Push: What to Expect Mapping Your Path to the Top: 5 CEO Career Stages Focus On Things Machines CANNOT Create Why as an Investor I Am Not Worried About the Next Four Years 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? Trending 4 Actionable Tips to Enhance Your Client Relationships A Hawkish Cut? Understanding the Fed’s Surprising Move 8 Proven Ways to Earn and Keep Client Confidence From Advisor to CEO: Strategies to 10X Your Growth Can Trump's "Art of the Country" Deliver Results? Retirement Planning Again a Top New Year’s Resolution Are You Being Compared To Other Advisors? Steve Gresham on Planning for Longevity and Life’s Surprises ⇤ « 1 (current) 2 3 4 5 6 7 » ⇥ 1 / 179