Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. If You're in the Herd, This Is the Only Way Out Key Tax Changes Being Checked Twice by the President 5 Reasons to Outsource All of Your Bookkeeping in 2018 Don't Invest Like an Insider Understanding Resilience Through a Wealth Psychologist 31 Health Benefits of Napping What Does Spirituality Have to Do With Financial Planning? Who Gives the Most and the Least When It Comes to Holiday Tipping? How to Make Better Decisions with the Laws of Wealth Santa's Salary Increases Just 2 Percent in 2017 to $149,434 Investing in Failure How to Spot Financial Abuse On Sex, Religion, Politics and Money: Breaking the Silence The Unexpected Gift of Social Media How Divorced Parents Can Avoid Getting on Santa's 'Naughty' List Preserving Family Wealth Is About Trust and Communication 7 Steps For Women Who Want Financial Stability Post-Divorce The 5 Most Common Mistakes Retirees Make Are You Better or Worse Off Financially This Year? Remarkable Organizations React to Unexpected Change Better Than Anyone Else The 2018 Global Market Outlook: Three Scenarios Warn Your Aging Clients About This Fake U.S. Marshal Scam The Most Dangerous Time of the Year for Investors Resilience: Moving From Challenge to Success Why Organizations Need a Conscious Leader at the Helm Private Foundation or a Donor-Advised Fund for a Charitable Giving Strategy Who Really Are The "Investor Class"? How Success Can Breed Mediocracy When and Why Do I Need to Tell My Story? Scammers Are Working Hard to Steal Your Aging Clients Data Retirement Means Gaining Control of Your Expenses Before Worrying Income Guidelines for Holiday Tips and Gifts Leaders: Fundamentals Create Vibrant Cultures and Brilliant Performance 4 Timeless Holiday Financial Gift Ideas Can Hackathons Be a Valuable Business Tool? The Power of Purpose Through a Generational Lens Only You Can Do Something to Change Your Financial Future Waiting For The Stock Market Bubble To Burst? How to Overcome Complex Challenges and Achieve Sustainable Organic Growth How a Health Savings Account Can Benefit You and Your Family When You Can't Earn an Income, How Will You Be Provided For? Six Smart Year-End Tax-Saving Money Moves You're Not Royalty. If You're Talking Marriage It's Time to Talk Money! Ask Your Clients Their Opinion, but Be Careful Not to Over Ask! Understanding the Benefits of 529 College Savings Plans Storytelling Is Legendary in Its Strength Encourage Seniors Not to Be Complacent About Medicare Plans, Act Before December 7 Deadline How to Nurture and Pass Along Spiritual Capital in Estate Planning “Talking Back" Can Increase Clients' Odds of Success in Investment Management The Key to Amplifying Your Growth Strategy Through Acquisition Trending The All-in-One Platform Built for Modern Advisors with Michael Scaplen What Cognitive Aging Research Means for Advisors and Families Why “Convincing” Is the Fastest Way To Lose a Sale Why You're Losing Potential Clients (and What Top Advisors Do Differently) Gold at $3,500? Why a Commodities Pullback May Follow Smarter Investing in Choppy Markets with Jeremy Schwartz Going Beyond Active and Passive Investment Thinking Responsible Investing Trends: What’s Hot—And 2 Funds Leading the Way ⇤ « 124 125 126 127 (current) 128 129 130 » ⇥ 127 / 183
