Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
SMAX Update: It's time to take the lead
By Daniel WilliamsAs I write this blog, we're only two weeks away from the annual shindig known as Senior Market Advisor Expo. Held this year at Mandalay Bay in Las Vegas, Aug. 25-27, this year's SMAX is focused on helping advisors maximize their potential.
August 10, 2010
Is branding for you?Branding creates identity and distinctiveness. It creates awareness of you, your services and your practice and puts you "out there."
August 09, 2010
Five ideas for creating centers of influenceDeveloping relationships with professionals considered to be centers of influence (COI) to cultivate referrals deserves to be addressed in any marketing plan.
August 09, 2010
Wells Fargo Boosts Support of RIAs; Parent Predicts Lost Revenue from ReformsWells Fargo Advisors says its independent brokerage arm is expanding and realigning its supervision team "in anticipation of continued growth." Advisors affiliating with the group has grown 24% over the past 18 months.
August 06, 2010
Personnel Changes: Aviva, Independence Blue, Security American, LocktonAviva USA has hired Christopher Welp to be executive vice president of insurance operations.
August 06, 2010
U.S. Jobs Held Flat in July; 9.5% Unemployment Rate UnchangedThe number of jobs fell by 131,000 in July, leaving the U.S. unemployment rate flat at 9.5% compared to June and the number of unemployed persons unchanged, the Labor Department reported Friday, Aug. 6.
August 06, 2010
HighTower's Weissbluth Contemplates Why Brokers Are Like Butchers: The Weekend InterviewHighTower CEO Elliot Weissbluth made it clear in an August 2 interview with Investment Advisor that he welcomes breakaway brokers into his firm--and he compared brokers favorably to high-end butchers.
August 03, 2010
Advisor success: How top advisors thrive in today's climateAs part of our upcoming 10th anniversary issue, I reached out to many of the top advisors in the industry to get a better read on what they're doing to thrive in today's topsy-turvy business climate.