Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Thrill of it All
By Larry ChambersHave you ever been in the midst of a presentation to a potential client when they stopped you and told you there was no need to continue--he/she liked what you were saying and wanted to move forward with your service?
October 01, 2009
No Work Allowed!The use of furloughs is increasingly popular throughout many industries, but when employees are furloughed, the employer must make it clear that the employee must...
October 01, 2009
Early AdopterIt's not an overstatement to say that Kip Gregory is ahead of the technology curve. In 1984, he helped build out CompuMall, one of the...
October 01, 2009
The Compensation ConversationWhen it comes to compensation, most advisors will be delighted to put 2009 in the rear view. After all, industry experts are predicting that...
October 01, 2009
Powering UpA select number of companies in the energy sector are getting the attention of equity analysts thanks to their access to resources and...
October 01, 2009
Expert's Corner: Look Before You Lay OffIn these tough economic times, many employers need to significantly cut costs and overhead to continue to survive. Some are considering layoffs, while others are...
October 01, 2009
Insurance Update: Coverage Options ExpandIn the midst of all the troubling news about insurance and insurance companies, there's a ray of sunshine: disability insurance is no longer playing hard...
October 01, 2009
High-End ServiceOpus Group at Morgan Stanley Smith Barney; San Francisco; AUM: $4 billion. Grant W. Lee, DIRECTOR of WEALTH MANAGEMENT, SENIOR INSTITUTIONAL CONSULTANT, CORPORATE CLIENT GROUP DIRECTOR. Tony daRoza,...