welcome to

the next frontier

digest

The Next Frontier Digest

The Next Frontier Digest provides a monthly recap of our own well-being content along with a sampling of content from other thought leaders that we think you will enjoy.

To get the latest insights delivered to your email once a month, please subscribe below.


Digest issues

January 2022

The Next Frontier Digest - January 2022

It’s a new year, but many of the same challenges continue to confront us. So in the midst of these realities, how do we think about the future of our businesses? What will it take to compete and how do we need to alter our thinking? 
We may not have all the answers, but what we do know is that cultivating a learning and growth mindset can help us see opportunities, rather than threats, and to respond proactively with a clear sense of purpose. 
In this month’s Digest, we’re serving up insights to help you and your clients move forward with confidence.

December 2021

The Next Frontier Digest - December 2021

We’re in the midst of a transformational time. And as 2021 comes to a close, it’s important to pause, reflect on where we’ve been, and set our intentions for the coming year.
As the saying goes, “What we focus on expands.” With that in mind, setting thoughtful intentions can be the first step to establishing personal and professional goals that make way for larger, more meaningful progress.
In this month’s Digest, we’re serving up insights to help you examine your role in the evolving advice business and position you to guide clients on a path to well-being.

PDF icon download

November 2021

The Next Frontier Digest - November 2021

The Thanksgiving holiday reminds us to be grateful, but the proven benefits of gratitude are too important to be celebrated on just one day.
Expressing gratitude makes us more vulnerable and authentic. At the same time, the process of acknowledging others helps build trust and enhances our personal and professional relationships.
In this month’s Digest, you’ll find insights on how the habit of gratitude can be an important ingredient in both our business success and overall well-being.

PDF icon download

October 2021

The Next Frontier Digest - October 2021

Life is a series of transitions and pivots. And whether they’re unexpected or planned, these times of uncertainty can disrupt our sense of well-being. Fortunately, navigating life’s transitions is a skill we can learn and master. In this month’s Digest, you’ll find insights that can help you guide clients as they prepare to welcome meaningful change into their lives.

PDF icon download

September 2021

The Next Frontier Digest - September 2021

As the school year gets into full swing, we’re reminded that a good education can give us a leg up in life. But formal education is only one way to learn, and to remain relevant in the 21st century, our learning years shouldn’t end when we receive our diplomas.
To survive and thrive in the evolving advice business, we need to be lifelong learners. No, I’m not talking about earning more CE credits. I’m talking about developing a “curiosity mindset” that allows for fresh thinking and new approaches that help us adapt to constant change.
The most successful financial advisors are always learning − drawing on skills and borrowing resources from the best in every field. So in this month’s Digest, we’re serving up insights that can help you challenge status quo thinking and gain new perspectives on what it means to productively navigate an industry in transition.

PDF icon download

August 2021

The Next Frontier Digest - August 2021

COVID-19 will likely reshape clients’ sentiments and expectations for generations to come. But one thing is for sure: Uncertainty, and the reality of accelerating – almost minute to minute – change, is opening the door for meaningful advice and guidance that expands beyond what we traditionally associate with financial services. While helping clients manage their financial resources is important, it’s not the only area where advice can make a profound difference. There’s a broader spectrum of issues clients are dealing with on a daily basis that can’t necessarily be solved by rebalancing a portfolio. So as a financial advisor, how do you go beyond the balance sheet to discover what matters most to clients and help them achieve it? In this month’s Digest, we’re serving up insights that can broaden your perspective on what it means to deliver value in the evolving advice business.

PDF icon download

July 2021

The Next Frontier Digest - July 2021

The fastest growing age group in the U.S. is people 65 and older, a trend that shows no signs of slowing as medical advances help us live longer, and in many cases, healthier lives. While living longer brings opportunities, it also raises questions. As clients approach what’s been traditionally viewed as retirement age, for example, how do they continue to feel relevant and live meaningful lives that can extend − in some cases − almost as long as their careers? As financial advisors, we should be at the center of issues like these … going beyond the balance sheet to help clients prepare mentally and emotionally for, what I like to call, “the third half of life.” Read on for more on this important topic.

PDF icon download

June 2021

The Next Frontier Digest - June 2021

In our rapidly changing world, repeating the past isn’t likely to be the formula for success in the future. While we tend to fall back on traditional ways of doing business, we’ve seen companies that cling to 20th century leadership styles struggle to find a sustainable path forward.
With our industry in transition, we no longer have the luxury of approaching leadership “the way it’s always been done.” Given the disruption and uncertainty we’re all experiencing, our role as financial advisors --whether in managing our teams and businesses or guiding families to a meaningful tomorrow --is more critical than ever before. In this month’s Digest, we’re serving up new ways of thinking about the skills and mindsets that can position us to lead successfully as we navigate change in the evolving advice business.

PDF icon download

May 2021

The Next Frontier Digest - May 2021

Given the uncertainty we’re experiencing in the world today, advice is more valuable than ever. While this presents an opportunity for financial advisors, it also brings questions about the way we approach the business. What we do know is that how we’ve done things in the past isn’t likely to define our success in the future. The business of advice is evolving, and clients today are concerned about much more than their money. Ultimately, advice must be centered on helping clients achieve what matters most to them. In this month’s Digest, you’ll find new approaches to guiding clients on a path to well-being in a world overrun by constant change.

PDF icon download

April 2021

The Next Frontier Digest - April 2021

When I was trained as a financial advisor decades ago, we were taught to provide clients with investment ideas and information. That made sense when our value was defined by how much we knew. Interestingly, many advisors today still cling to that approach.
But with the disruption and uncertainty we're experiencing in the world today, it's no longer enough to be technically proficient. We also need to demonstrate empathy and emotional intelligence, which we've traditionally thought of as "soft skills." In fact, I'd argue that these "soft skills" are actually the new "hard skills" we'll need to cultivate for continued success in the evolving advice business. In this month's Digest, you'll find insights we hope will inspire you to consider the skills you bring to the table and how you might redefine the value you provide.

PDF icon download

March 2021

The Next Frontier Digest - March 2021

For the first time in history, there are five full generations in the workplace -from the Silent Generation to Gen Z. As a Boomer, I’ve been reflecting on this phenomenon and how age-related stereotypes and outlooks can affect how we relate to one another in business.
What’s interesting is that the same dynamics are at play in families. I’m sure we’ve all witnessed tensions arise as the senior members of a high-net-worth family strive to ensure that wealth gets transitioned according to the values and beliefs of the generation that built it.
Whether we’re working with clients as individuals, as a family, or as part of a family-owned business we’re uniquely positioned to help them identify and articulate their values -in short, what matters most to them in life. Read on for insights that can help you do just that.

PDF icon download

February 2021

The Next Frontier Digest - February 2021

As the year gets into full swing, I’ve been reflecting on the best way to move forward in a world of perpetual uncertainty and accelerating change.
Amid all the disruptions we’re facing, one thing that grounds me are the words of my friend, Hal Gregersen -Executive Director of the MIT Leadership Center and co-author with Clay Christensen of The Innovator's DNA. Hal is known for saying “the answer often lies in the question,” and as we strive to deliver what clients truly value, the challenge becomes putting this insight into practice.
So with that, what should we be asking ourselves today to move beyond what we traditionally viewed as our expertise to define what advice means for the 21st century? I hope this month’s Digest helps you dig into that important question.

PDF icon download

January 2021

The Next Frontier Digest - January 2021

When I was a kid, I haunted our local library. I loved that the library held information and insights on every imaginable subject. And the librarian always knew where I could find the best items. Today, the internet provides us with access to just about every available piece of information and insight. We've developed The Next Frontier Digest to be your "librarian" or rather, to be your guide to content that is interesting, insightful and informative. In the Digest, each month you'll find a recap of our own well-being content along with a sampling of content from other thought leaders that we think you will enjoy. No library card required.

PDF icon download