For Financial Professionals in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Habits for Effective Team Meetings

Habits for Effective Team Meetings

Taking a few minutes each day to set direction, celebrate achievements and identify key challenges can help focus and motivate your team.

The Spirit of WOW

The Spirit of WOW

Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.

Learn to See Yourself Clearly through the Johari Window

Learn to See Yourself Clearly through the Johari Window

Michael Futterman, Head of Knowledge Labs® Professional Development, shares how self-awareness can help put financial professionals on the right track to grow their business.

Succession Planning: Tips to Finding the Right Successor

Succession Planning: Tips to Finding the Right Successor

Preparing for a cohesive legacy is not as simple as it may appear. Review key questions you can ask yourself to help plan the future of your business.

The Art of Storytelling

The Art of Storytelling

Michael Futterman, Head of Knowledge Labs® Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”

Using Purpose to Redefine Retirement

Using Purpose to Redefine Retirement

Research shows having a defined purpose can improve longevity. Guest blogger Dr. Heidi Hanna discusses why it matters.

Strengthening Client Relationships

Strengthening Client Relationships

Lindsay Troxell, Director, Knowledge Labs® Professional Development, shares four steps that can put you on the path to client nirvana.

What is Your Most Valuable Resource?

What is Your Most Valuable Resource?

To achieve balance, we may need to integrate our personal and professional lives rather than trying to separate the two.

Deploying the Relaxation Response

Deploying the Relaxation Response

Guest blogger Dr. Heidi Hanna discusses how learning to best use relaxation techniques can help you perform better in business and in life.

Tuning in to Your Mindsight

Tuning in to Your Mindsight

Guest blogger Dr. Heidi Hanna discusses the unique ability to be the conductor of your own energy using a two-step process to harness your attention.

Retire the Referral

Retire the Referral

How do you stack your book with stellar clients? Michael Futterman, Assistant Vice President of Knowledge Labs® Professional Development, explains how to achieve great results by asking your best clients for help.

Beware The Energy Vampires

Beware The Energy Vampires

When it comes to managing your energy, guest blogger Dr. Heidi Hanna shares the top five energy pitfalls among top performers – and how to avoid them.