Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Advisors: Audit your marketing strategy for better results
By Jean M. GianfagnaAs a marketing consultant, I'm often asked to conduct marketing audits for business-to-business and business-to-consumer companies. The goal is to determine what's working and what isn't, so you can adjust your marketing strategy going forward.
January 26, 2011
Alan Flanagan to Head Global Asset Management at BNY Mellon Alternative Investment ServicesHedge fund service provider BNY Mellon Alternative Investment Services announced on Wednesday that Alan Flanagan will take over as permanent head of global asset management.
January 26, 2011
Executives Reveal Top Business ChallengesAccording to a study released Wednesday from KPMG, more than 90% of senior executives believe that for their companies to succeed, they must manage complexity well.
January 26, 2011
Brian Stimpfl Joins ActiFi as Senior VPBrian Stimpfl, the former TD Ameritrade managing director, has joined ActiFi as senior VP of Relationship Management, effective immediately.
January 25, 2011
Do it now: Beating procrastination as an advisorAre you the type of person who tackles projects head on and gets tasks done right away, or do you tend to procrastinate and put things off?
January 25, 2011
Salesperson styles: What kind are you?In the December issue of the Harvard Business Review, I came across a fascinating study on salespeople. Authors Lynette Ryals and Iain Davies observed 800 sales professions in live sales meetings and discovered eight types of salespeople.
January 25, 2011
Salzman Joins Neuberger BermanNew York-based money management firm Neuberger Berman announced Monday that Eli M. Salzman has joined the company as a managing director and portfolio manager specializing in U.S. large-cap value equity strategies.
January 25, 2011
HighTower Names Kuhlmey Head of Group Investment SolutionsHighTower, an open-source, advisor-owned financial services company, announced Monday that Matthias Paul Kuhlmey, partner and managing director, has been named to head a new division, Group Investment Solutions.