Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. What’s Behind Soaring College Costs and What You Can Do The Problem With Probabilities The College Financial Aid Application (FAFSA) Is Changing For The 2024-2025 School Year! How Much More Should the Young Transfer to Richer Older Generations? Embracing the Messy, Beautiful World Outside the Bubble What if All These Money Lessons Have Kids Focusing Too Much on Money? Planning for the 10-Year Clean Out Rule and Inherited IRAs A No Labels Contingent Presidential Candidate 6 Steps To Providing Exceptional Customer Experiences 4 Strategies To Help Leaders Figure Out What Matters Most and Share With Others The US Capital Glut and Other Myths The Top Ten Themes of a Remarkable Summer What’s Behind Us and What’s Ahead? What’s Worse Than Having No Will? Having Two Lithuania Positioned To Emerge as Baltic Economic Powerhouse? The One Albatross Joe Biden Can’t Shake Economist Predicts Housing Crash Creating a Different Today and Tomorrow 6 Critical Questions To Ask When You Inherit an IRA 5 Questions Your RIA Clients May Not Know They Should Be Asking Is Your Personality Getting in the Way of Long-Term Investing Success? 12 Reasons It Makes Sense To Pay for Professional Advice The Black Sheep Phenomenon Is It Time to Enhance Your Leader Interface? Mid-Year Planning for Secure Act 2.0 and Inflation Impact Fiduciary Approach to Investment Fees & Expenses The Importance of Financial Preparedness for Women Before Widowhood It’s Impossible To Generate a Successful Tomorrow With Yesterday’s Skills Investing on Wall Street for the Rich - Lessons for the Rest of Us From Jonathan Treussard Why We May Be Only in the Early Stages of a Banking Crisis How To Crush 2023’s Second Half Will You Please Just RELAX? Predictions of US Dollar’s Demise Did Not Come True WeWork’s Roller Coaster Ride In Search of Safe Havens: The Trust Deficit and Risk-Free Investments! Leveraging Travel Award Points: As a Catalyst for Advisor Growth The Fusion of Trust and Meaning Five Exercises For Raising Money-Smart Kids Discovering Joy in Doing Nothing The Big Summer Surprise: A Red-Hot Economy The Myth of the Deficit Myth Why Sabbaticals Are a Success Superpower Permission to Lifestyle Creep Don’t Let Social Security Cost You Tens of Thousands of Dollars in Lifetime Earnings How Client Biases Can Become Forces for Good The Financial Industry’s Supportive Role in the Ongoing Opioid Crisis Faux Financial Intimacy or Genuine Communication Alzheimer’s Disease and Medication Myths Empathy, Tech Critical in Improving Client Connections The Purpose & Dangers of Apocalyptic Forecasts Trending Brace for Impact: The Fiscal Freeze Is Coming Revamping Your Firm's Marketing Strategy for the Digital Age Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell Will Artificial Intelligence Destroy Humanity? Cut Through the Noise: Why Market Fundamentals Still Matter DIY AI: Simple Automation Strategies for Financial Advisors The Key to Winning in Marketing? Consistent Action More Than an Annuity: The Unique Benefits of i4LIFE® Advantage with Natalia Keene ⇤ « 15 16 17 18 (current) 19 20 21 » ⇥ 18 / 181
Marketing in 2025: How Financial Advisors Can Turn Challenges into Opportunities with Samantha Russell
