Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Putnam Launches Wealth Management Center for Advisors
By Joyce HansonPutnam Investments has launched a new Wealth Management Center for financial advisors and clients, accessible through Putnam's advisor website.
November 28, 2010
5 scripts for countering the 'I need to think about it' objectionOne of the oldest and most used smokescreens in sales is the "I need to think about it" objection. So many advisors struggle with this one because they think the prospect isn't saying no.
November 28, 2010
Holiday Retail Sales and Jobs, Housing and Spanish-Accented Euro Jitters: Advisor Briefing for the Week of Nov. 29, 2010This week brings more retail news, including Cyber Monday, along with key reports on housing and, at week's end, the jobs picture for November. In Europe, concern is being raised over Spain's debt woes.
November 27, 2010
7 tips to make holiday parties and events a successAre you going to any holiday parties this year? Whether you enjoy them or dread them, here are a few tips to think about before going:
November 25, 2010
Ask questions to gain client trustAs an advisor, you ask questions of your clients and prospects, but are they the right questions? And do you ask the right questions at the right time?
November 24, 2010
Standard names new assistant vice president of absence managementStandard Insurance Company, a subsidiary of StanCorp Financial Group Inc., has named Mike Dunst as assistant vice president of absence management. Click on the headline to read the full story.
November 24, 2010
My Reinvention: From Individual to Worksite LTCIWhen it comes to new sales, 2010 has been my worst year ever; up until now, my sales have increased every year since 1990. It feels like I must be doing something wrong - but I'm not.
November 23, 2010
Harris myCFO Appoints Lorraine Monick Managing Director in Its Menlo Park OfficeHarris myCFO has appointed Lorraine Monick a managing director of Harris myCFO Investment Advisory Services LLC, the firm announced Tuesday.