Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
When Opportunity Knocks: How Do You Know It's Time to Hire an Advisor?
By Angie HerbersI've received a number of e-mails about my May column "Coming of Age" in which I pointed out that the recent economic downturn has flip-flopped...
June 01, 2009
Are you LinkedIn? Making the Professional Social Networking Site Work for YouSocial networking sites are becoming more and more popular, and there is certainly no shortage of options. But how can you decide which one is best for your practice? For some, Facebook is too young and unprofessional. Others find Twitter to be
June 01, 2009
Permitted Practices: How Accounting Changes May Affect Your Carrier's AppearanceIf you were an investor comparing two different companies, financial health and assets would be important criteria to consider, especially in the current economy. And if one company had a better balance sheet -- perhaps millions of dollars
June 01, 2009
The Referral GuyJay Grubb gives insight on referral networking that has made him a $6 million producer.
June 01, 2009
100 Best Sales & Marketing ideasOur 100 best sales & marketing list is 100 percent reader-generated and offers insight into how you're addressing the financial meltdown and what strategies you're putting into play.
June 01, 2009
About the PlannerBob Whalen President Brewer Financial Services Group 200 South Michigan Avenue Chicago, Illinois 60604 Phone: 312-896-3930 E-mail: [email protected] Web site: www.brewerservices.com Year firm founded: 2001 (B/D launched in 2005) Number of advisors in firm:...
June 01, 2009
Catching Up With: Greg FriedmanThe last time we spoke to Greg Friedman, he was among the cadre of advisors interviewed for the March 2009 cover story on how industry...