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The thinking worth hearing
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving
DAFgiving360™
A Handful of Stocks Are Carrying the Market—And That’s Raising Summer Risk
Lance Roberts
My #1 AI Investment for the Next 12 Months—and Why I’m Going All In
Stephen McBride
- Viewpoints Stop Starting With Your Resume and Start Getting InterviewsBob McIntosh
What they don't realize is this: the resume is not the starting point of the job search; it's the output of it.
- Markets S&P 500 Surge Masks Weak Breadth as Options Flow and Gamma Drive Price ActionMichael P. Lebowitz
Similarly, while the broad market indexes have performed well, the bulk of the gains are coming from a relatively small handful of companies.
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- Practice What Great Companies Do After Customer Service Fails Determines Customer LoyaltyShep Hyken
How should companies prepare for customer service failures and complaints?
- Family financial conversation Movement as Medicine for Longer, Healthier Retirement YearsAmar Shah
Consistent movement — even in modest amounts — can have a profound impact on long-term health.
- Growth Better Sales Conversations Start With Better Follow-up QuestionsRob Jolles
It seems basic to be told, taught, and prodded to ask questions when we communicate with clients.
- Practice Questions for Financial Advisors To Ask Clients About Taxes and Charitable GivingDAFgiving360™
Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning.
- Practice What Great Companies Do After Customer Service Fails Determines Customer LoyaltyShep Hyken
How should companies prepare for customer service failures and complaints?
- Practice Businesses Using Both .Com and .Net Domains Gain a Powerful Branding EdgeGuest Contributor
One of the simplest, yet most impactful steps you can take is to register matching .com and .net domain names for your brand.
- Practice Choosing Marketing Channels Comes Down to Goals, Audience Location, and Trust BuildingMonika Jansen
I talk a lot about how marketing has a simple task: build trust and relationships so when the time is right, prospects buy from you.
- Practice Too Many Balls in the Air? Why Advisor Marketing Always Feels OverwhelmingGuest Contributor
Growth-minded firms are almost always juggling some version of the same 6 marketing priorities.
- Investor Breaking Down Loan Repayments: Tools Every Borrower Should Use Before ApplyingGuest Contributor
A loan can help cover vehicle repairs, medical bills, education costs, debt consolidation, or short-term cash flow gaps.
- Investor From Money Shame to Financial and Spiritual HarmonyChristine Luken
Christine Luken shares her journey reconciling spirituality and money, emphasizing that money is deeply emotional and intertwined with spiritual beliefs.
- Investor Information Overload Is the Real Risk to Client Investment BehaviorJay Mooreland
Information is essential to our survival and thriving in the world. As children, we are taught – sometimes painfully – not to touch a hot stove
- Investor Financial Independence Doesn’t Always Deliver Emotional FreedomRick Kahler
When you think about building wealth or financial success, what’s your freedom number?
- Investor How Tax Returns Help You Make Better Money Decisions Year-RoundEric Blake
Most people think tax season ends when the return is filed, but that may be where the real opportunity begins.
- Opinion 11 Most Read Articles of the WeekDouglas Heikkinen
Despite the market uncertainty and geopolitical noise of 2026, earnings expectations have remained strong.
- Opinion 11 Most Read Articles of the WeekDouglas Heikkinen
There millions of women in the U.S. that are likely balancing family and work while entering the most financially crucial period of their lives.
- Opinion 11 Most Read Articles of the WeekDouglas Heikkinen
Forgive the casual term, but advisors and clients alike are to be forgiven if they characterize 2026 market action as downright weird.
- Opinion 11 Most Read Articles of the WeekDouglas Heikkinen
Acquiring a financial advisory practice isn’t just a deal—it’s a defining move that can launch your growth or ...
- Opinion 11 Most Read Articles of the WeekDouglas Heikkinen
Heightened bouts of volatility feels urgent in real time. Clients don’t experience markets as smooth, long-term compounding machines
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Viewpoints
Stop Starting With Your Resume and Start Getting Interviews
Bob McIntosh
Markets S&P 500 Surge Masks Weak Breadth as Options Flow and Gamma Drive Price Action
Michael P. Lebowitz
Practice What Great Companies Do After Customer Service Fails Determines Customer Loyalty
Shep Hyken
Family financial conversation Movement as Medicine for Longer, Healthier Retirement Years
Amar Shah
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