Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. The Case for Telling the Truth The Future of Contact Centers: Emerging Trends and Innovations Powell More Hawkish as Israel-Hamas War Drives Oil and Inflation Fears? Could You Use Net Unrealized Appreciation? Choosing Who To Let Down Why Inheriting the Family Home Can Be a Bad Idea The Power of Truth The Abilene Paradox and the Dangers of Assuming People Agree With You High Stakes for Joe Biden’s Trip to the Mideast Forget Cashless as Cash Is the Only Payment System That Works The Wisdom of Crowds vs. Popular Delusions Paying Yourself First: The Ultimate Budgeting Tactic The Role of Financial Literacy in Preparing Rising Generations To Be Stewards of Family Wealth New US Speaker of the House Could Upset Global Markets Glory Days Gone By? Advice: Big Box Shop or Private Firm? A Critical Examination of Bullsh*t A Leader’s Guide To Managing Burnout The Widow’s Penalty: Why Tax Planning Matters Four Unstoppable Trends Are Chasing the Financial Industry at Its Zenith – Look Out Why Don’t People Relocate for Lower Cost of Living? Has Your Leadership Hit a “Blip” in the Road? Don’t Fall Prisoner to ‘More’ Ideology Should I Roll Over My Retirement Account to an IRA? Awakening to War: A Wake up Call How to Not Become an A**Hole on Your Climb to the TOP The Artificial Intelligence of Things Israel-Hamas War Spooks Markets as Investors Urged To Avoid Knee-Jerk Biden Has Been Running Surpluses, Not Deficits The Art of Radical Listening Monte Carlo: A Measure, Not a Goal Advisors Should Enlighten Clients to HSA Benefits Feelings About Student Loan Forgiveness Are Complicated Unleashing Human Intelligence The 6 Biggest Mistakes DIY Investors Make and How To Avoid Them What Does Fear Have To Do With It? 12 Provisions in Your Last Will & Testament That You May Need ING Trusts and IRS Scrutiny: Risk vs Benefit Everything You Want Costs Something The Gravitational Pull of Business as Usual On Living Beyond Fear Play by the Rules — How Does This Apply to Your Wealth? Managing Your Finances Through Widow’s Fog Fed up With the Federal Reserve? Data Can Help Advisors Need to Leverage Experience Economy Great Leaders MOVE Energy. Do You? The Hidden Dangers of Free Investment Dinners Are You Having Trouble Saving Money in This Environment? Feel Like Running Away? Then Do the Opposite. Let’s Instill Kindness, Grit, and Learning Trending Navigating Earnings Season: The Signals in the Data Why the Trump Trade Isn't as Simple as It Seems Election Aftermath: Why Both Parties Are Stuck in the Past The Perils and Opportunities of Unretiring With Tom West & Suzanne Schmitt Domenick D'Andrea | Enhancing Client Experience: The Impact of Technology at Your Advisory Are Shoppers Still Driving the Economy? Samantha Russell | The Key to Being Social in Today’s Professional World Decoding Today's Valuations: Key Insights for Investors ⇤ « 11 12 13 14 (current) 15 16 17 » ⇥ 14 / 179
