Articles

19 Jun, 2025

|Written by David L. Zimmerman, MSc, CPC

Stuck or Soaring

Picture yourself at the starting line of a race you’ve always wanted to run. The path ahead is clear, the finish line visible, yet…

17 May, 2025

|Written by David L. Zimmerman, MSc, CPC

Uncommon Insights on Adaptability: Why It’s the Top Skill for…

Why Adaptability is More Than Just Coping With Change Adaptability has become the hottest skill in a world where routines keep crumbling. People tend…

8 May, 2025

|Written by David L. Zimmerman, MSc, CPC

The Future of Leadership: Using AI To Transform How We…

Editor's Note: The following article is a summary of the author's 2025 BISA Annual Conference presentation "The Future of Leadership: Using AI to Transform…

8 Oct, 2024

|Written by David L. Zimmerman, MSc, CPC & Liz Schehl, MBA, MS

The Future of Financial Advising

The financial services industry is at a pivotal juncture. Financial advisors no longer function solely as portfolio managers or market trend analysts; they are…

30 Sep, 2024

|Written by David L. Zimmerman, MSc, CPC

Leaders, it’s OK to have multiple “whys”

The concept of leaders having many “whys” and embracing multipotentiality reflects a shift in modern leadership thought. Traditionally, leaders were expected to have one primary “why”…

24 Aug, 2024

|Written by David L. Zimmerman, MSc, CPC

Will There Be a Tectonic Shift for Financial Advisors’ Compensation?

The financial advisory industry is on the brink of a significant transformation, driven by the rapid advancements in artificial intelligence (AI). As AI continues…

29 Jul, 2024

|Written by David L. Zimmerman, MSc, CPC and Scott Stathis

A Better Client Experience Goes Beyond One Wealth: Part 2

In part one of this article, we explored the strategic imperative for financial institutions to enhance the client experience through the "One Wealth" model.…

29 Jul, 2024

|Written by David L. Zimmerman, MSc, CPC

Comfort Zones Can Put Investors on Disastrous Paths

Editor’s note: This is Part 2 of a two-part series. Read Part 1 here. By offering expert insights, building trust and providing tailored strategies,…

16 Jul, 2024

|Written by David L. Zimmerman, MSc, CPC

Comfort Zones Can Put Investors on Disastrous Paths

Editor’s Note: This is Part 1 of a two-part series. When it comes to making investment decisions, many clients find themselves stuck in their comfort…