Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
4 negotiating tactics advisors need to watch for
By Kelley RobertsonNegotiating the details of a sale can be a complex process and one that many salespeople fail at because they are not aware of tactics commonly used by buyers and decision makers. Here are four to watch for.
February 12, 2011
Advisor blogging success: 5 more lessonsIt has been almost exactly one year since I launched my blog, Smart Marketing Strategy, to promote my Cleveland-based marketing consulting business. Here are five more lessons I've learned in my first year as a B2B blogger.
February 11, 2011
Blog success: 5 lessons from my first year as a bloggerBlogging is a powerful marketing tool and an increasingly popular tactic in a smart marketing strategy, especially for business-to-business marketers.
February 10, 2011
Blog success: 5 lessons from my first year as a bloggerBlogging is a powerful marketing tool and an increasingly popular tactic in a smart marketing strategy, especially for business-to-business marketers.
February 10, 2011
Call for Repeal of 1099 Tax Reporting Rule by Leading DemocratRep. Nydia Velazquez, D-N.Y., ranking member on the House Committee on Small Business, is calling for repeal of a new tax reporting rule enacted as part of health care reform called “1099 reporting,” which requires businesses to report nearly all expenses exceeding $600 to the IRS.
February 09, 2011
Advisors: Are you a good boss?When I ask myself that question, I come to the conclusion that I could be better. So what makes a good boss, and how can we get better?
February 09, 2011
Five Best Sources to Find Good Employees to Hire for Advisory FirmsFirst, reward your employees for hiring referrals, then try Craig’s List and colleges with CFP and Master’s programs . . .
February 08, 2011
7 ways to put those advisor business cards to useAs great as the Internet and social media are, most of us continue to do business with people that we meet in our community. I recently bought 1,000 business cards, mainly because it was cheaper than buying 250 cards.