Viewpoints A collection of ideas to inspire financial advisors to explore new thinking from inside and outside the financial services industry. Why News Organizations and Opinion Pages Need More Independent Voices Understanding Spreadability in Innovation New Language We Get to Create Starbucks Dream and Reality Mastering Difficult Conversations: Managing Emotions Effectively What the Meme Is Happening? How a Shark Spots Talent Insights on Financial Advisors from Kansas City The Hush Workcation Is on the Rise Five Leadership Stepping Stones To Welcome Your Act 2 Embracing the Misfit Mentality: Exploring Unlimited Opportunities Navigating the Moral Landscape of Finance Taxing the Rich and Capital Income Depends Upon Corporate-Level Taxation U.S. Trade War Looms With China Abra Cadabra: Words and Wonders Magic Mom Words: Powerful Phrases To Move From Mayhem to Magic Net Zero and the Law of Horse Manure The Strength of Wings: Reaching New Heights Crafting a Framework for Sound Financial Decision-Making What To Do When You Start Losing Your Way Maximizing Savings: Conducting an Annual Subscription Audit Self-Storage of Stuff: A $45 Billion Industry Retirement Readiness: Mary Beth Franklin on Social Security Benefits & Planning When You Are Triggered, Take 3 It Takes Effort and Intention To Create Anything How Much Should the Fed Lower the Interest Rate When Inflation Falls? Social Security on the Brink: Debating Solutions With Arun Muralidhar and Kathleen Townsend Breaking Away: Forging Our Own Path Beyond Herd Mentality Risk Mitigation Stemming From the MV Dali Incident: A Project Management View! What Is Your #1 Value to Investors? Human Advice Prevails: Understanding the Evolution of Robo-Advisors Here’s How To Handle an Unexpected Financial Windfall Beyond Mental Health Month Embracing Rationality: An Opportunity in Decision-Making These Five Issues Will Determine the Election The DOL’s New De-Minimus Fiduciary Standard Richness in a World of Plenty Sound Financial Decisions: The Impact of Eliminating Emotional Behaviors Insights from Uber Drivers: Understanding Economic Trends Will You Recognize “Enough” When You See It? Three Trends Observed at Future Proof Retreat “Pie” Thinking: What You Must Know But Politicians Won’t Discuss Teen Financial Wisdom: Five Essential Tips" Tax-Free Growth: Transforming College Funds into Retirement Nest Eggs Navigating Lifestyle Creep In 2024 Why Advisors Should Recommend Score to Their Small Business Clients Do You Want To Know When You Make a Mistake? Stretch Your Leadership Skills: Five Essential Exercises Trump and the Federal Reserve — Biden and Young People Your View of the World: Is It Real or Man-Made? Trending Trump, Powell & Rates: The Post-Liberation Day Edition The Tariff Tangle With China and What It Means for Earnings Slow-Motion Selling: How To Take Control of Your Calls Without Pressure Niche Marketing: The New Rules for Standing Out and Scaling Up Can Investors Disrupt Big Meat? The Financial Case for Regenerative Agriculture Tax Season Is Upon Us (And Tax-Smart Income Can Make a Big Difference!) Thriving as a Financial Advisor in 2025: Strategies for a Volatile Market Great Advisors Lead With Confidence—Not Just Calculations ⇤ « 6 7 8 9 (current) 10 11 12 » ⇥ 9 / 182
