Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Advantages of a Laggard
By Robert TyndallAt only 37 years old, Jerry Padilla is already somewhat of a legend at Morgan Stanley and in the retirement community. Since he took on...
April 01, 2010
Slow Down, Pardner!Here's one of the things I've learned after 10 years of helping advisors better run their businesses. To slow down my clients' inclination to do...
April 01, 2010
Adding a Super Bowl QuarterbackA lot of advisory firms will use sports language to talk about their businesses, using phrases like "teammate," or "playing the game," or "acting as...
April 01, 2010
Stepping OutJIM HAYS: PRESIDENT; PRIVATE CLIENT GROUP; WELLS FARGO ADVISORS; ST. LOUIS, MO. SOUND BITE: "The Wells Fargo brand has been phenomenal. It's been a big win-win." Sometime...
April 01, 2010
A Beacon in the FirmamentAdvisors like to know that the money managers with whom they entrust their clients' assets have some significant part of their own money in the...
April 01, 2010
The Fast Track: Command DecisionsI'm not really big on war movies, but my (new) husband Drew is. So I've seen my share of combat flicks, from the "Sands of...