Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
An Emotional Competence Inventory
By Lewis SchiffEmotional Intelligence rests on an individual's ability to employ their emotional competencies that fall into four clusters: Self-Awareness o Emotional Awareness: Recognizing one's emotions and their effects o...
November 01, 2009
Bob Rodriguez’ Farewell AddressRobert Rodriguez doesn't run with the pack. Indeed, having the courage of his convictions has made this independent thinker one of the most successful...
November 01, 2009
Making a DifferenceCEO-PRESIDENT, AMERICAN FINANCIAL NETWORK, Calabasas, CALIF.; AUM: $1.2 billion HIS FIRM'S FOCUS: "We bridge the gap between businesses and the people who own them." Here's...
November 01, 2009
Ideal Client ProfileThe converse of the age-old adage that "you get what you look for" is that if you don't have in mind what you're looking for,...
November 01, 2009
People & PayInvestment Advisor readers can purchase a specially priced copy of the complete FA Insight Study by visiting www.fainsight.com. Click on "Order" and enter the discount...
November 01, 2009
Tried and TrueFor someone trying to understand the business of providing investment advice to individuals, data that paints a broad, accurate picture of the overall business is...
November 01, 2009
The Fast Track: The M Word ComethTraditionally, Independent advisors don't market. This has always bothered business consultants, who have used periodic market downturns to proclaim that now (whenever "now" was) is...
November 01, 2009
B/D Briefing: Citi Brokers Switch to FeesIt hasn't taken long for Debbie McWhinney to make her mark at Citigroup. On October 5, Citi Personal Wealth Management announced that the brokers who...