Opinion and Viewpoints
Point-of-view essays, columns, and contributor perspective for advisor conversations.
Why Clients and Employees Leave—and What It Really Takes to Win Them Back
Companies that do this well follow a simple idea: people come back when they believe something genuinely changed.
The Power 11: This Week’s Top Reads
Before someone thinks about giving you a call, they Google you. They read your reviews. They search for you on social media.
The Cost of Certainty: What We Lose When Curiosity Disappears
Why ask questions when we’re convinced we already know the answer? Why listen when our side feels morally or intellectually certain?
What Executives Can Learn About Business Growth From New York Fashion Week
For the right executive, it can also be an opportunity to strengthen personal visibility, expand relationships, and position a professional brand in a highly competitive marketplace.
AI Can Give You Financial Answers. It Still Can’t Be Your Financial Advisor.
Written by: Jeff Green Technology and artificial intelligence are dramatically changing the wealth management industry.
Why Your Best Employees Leave—and What Great Leaders Do Differently
Culture is the easiest lever to pull. All leadership has to do is stay connected to the front lines. That’s it.
The Silent Spouse: Why Financial Advisors Need to Hear From Both Partners
They may be afraid of looking foolish in front of two people who understand something they do not.
When Your Tribe Starts Thinking for You
Groups today look different than they did eons ago, yet the goal is essentially the same: safety. A stray is far more vulnerable to attack than a member of the herd.
Small Businesses Face the Same Risks as Large Companies with Fewer Resources
The difference lies not in the nature of the risks but in the resources available to manage them.
The Beef Crisis Is Bigger Than Beef: The Food Supply Problem We Can’t Ignore
Cattle Ranchers and those embedded in the agricultural sector aren’t buying the proposal that reducing or eliminating tariffs will do anything to lower domestic prices.
What Schwab and Robinhood Are Actually Building
What Schwab launched on May 5 is a generative AI product that combines portfolio performance insights, relevant market news, and Schwab analyst commentary.
The Power 11: This Week’s Top Reads
Probably everything that we have taken for granted for years has to be considered as possibly needing changing.
Networking Matters More Than Ever. So Why Does LinkedIn Feel Like a Sales Funnel?
Coaches need clients. Consultants need business. Job seekers need opportunities. Everybody is trying to make something happen.
We’ve Been Teaching Business Backward for More Than a Century
Experience is the outcome — the visible expression of something almost no one talks about: the invisible organization.
Stop Waiting for Success: Start Leading Like It’s Already Yours
Leaders with a mentor mindset know the moment that a desired outcome is SEEN as already true is the moment their leadership begins to make it true.
Why Financial Advisors Practice Their Golf Swing More Than Their Value Proposition
ou wouldn't expect to fix your slice without practice. Why should an important conversation be any different?
Healthspan Over Lifespan: What I’m Actually Doing to Stay Strong as I Age
The goal was never to live longer for its own sake. It was to still be able to get up off the floor without anyone’s help.
Which 20% Are You Operating In? The Choice That Can Change Your Performance
Practice being present and act accordingly to the bell curve channel you want to be in. In the corporate world, all of us are living in the bell curve, it is our reality.
Why International Investing Is Important
The world beyond U.S. shores was summed up as “over there!” How can you make the case for this aspect of diversification?
Are You a Great Financial Advisor—or a Great Businessperson? Know These 5 Numbers
The Quadranted Segmentation Process requires a closer look at each client individually and by household and grades them in a fact-based manner.
