Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Don't Ignore This Powerful Financial-Planning Tool Happy 8th Birthday Bull Market: What Investors Should Do Now Three Charitable Giving Strategies That Anyone Can Use The Best Time to Manage Customer Expectations How Long Do You Plan to Live? 5 Ways to Propel You on the Right Path Forward Millennials vs. Their Baby Boomer Parents Tax Write-Offs for Elder Care With Interest Rates Rising, Is Buying a House a Good Idea? Is There an Antidote to Market Worry? The Time to Build an Ark Is When the Sun Is Shining 8 Financial Mistakes to Avoid as a Young Adult Thought Leadership Is Not Insight Lies, Damned Lies and Statistics: Which Do You Believe? Does Hedge Fund Branding Drive Asset Flows? What to Do When Your Client Has Serious Memory Problems The Rare Rewards of Service Professionalism How a Sizeable Tax Refund Can Lead to Bigger Paychecks Should We Be in Cloud 9 About "The Cloud"? It's the Fiduciary Standard That Matters: NOT the Rule Goodbye to Financial Planning Titan, Richard Wagner Council of Leading US Economists Predict “Dow 50,000 during Trump" What You Need to Know About Accounting and Financial Reporting in 2017 Two Things That Minimize the Pain of Tax Time 70 Percent of Customers Are Lost From Neglect How To Deal With Life's Unexpected Moments 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 Trending The Best Way To Destroy Capitalism Is To Destroy Money Does Your Client Treat Time as a Currency? Craig Ramsey | How AdvisorEngine Drives Client Experience, Operations, and Revenue Growth Mastering the Soft Skills That Drive Influence Global Fiduciary Leaders with Elizabeth Fernando Quantum Cybersecurity Explained: Are Your Systems Ready for the Quantum Storm? Who Stands to Profit from Corporate Tax Cuts? Who Owns Bitcoin? Insights into the World’s Crypto Holders ⇤ « 132 133 134 135 (current) 136 137 138 » ⇥ 135 / 179
