Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
About the Firm
By Bob KeaneHarbor Lights Financial Group 2424 Route 34 Manasquan, New Jersey 08736 Phone: 732-528-4333 E-mail: [email protected] Web site: www.hlfg.com Number of clients: 650 households AUM: $252 million Compensation: Fees and commission Number of advisors in...
June 01, 2010
Consumer Sectors: Ready to SpendJon R. Andersen William Blair & Company 312-364-8697 [email protected] Alberto-Culver's (ACV) portfolio of leading personal care brands (No. 4 in U.S. hair care), brand-building talent (five-year compound annual sales...
June 01, 2010
Road to Independence: Four KeysIn the financial services industry, as in so many other professions, creating a successful enterprise comes down to a few key areas. First, you must...
June 01, 2010
Formulas for Success: New Challenges for Achieving Critical MassThese days, when so many advisors feel they dodged a bullet in terms of business survival, it may seem insensitive to bring up the idea...
June 01, 2010
The High-Performance Coach: The Five Types of Leadership for AdvisorsDuring periods of great change, leadership emerges. Arguably, through the past 22 months, the financial services industry has seen more change than in any previous...
June 01, 2010
Limitless HorizonsPartnership is a cornerstone concept at Harbor Lights Financial Group. First there's the equal partnership of the three principals--Ken Roberts, Rob Tendler, and Doug Lockwood....
May 31, 2010
How to keep your clientsHere are some pointers for creating clients who'll never leave.
May 31, 2010
How to keep your clientsHere are some pointers for creating clients who'll never leave.