Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Editor's Note: A New Focus
By James J. GreenThe advisor I met in Denver on March 18 was an experienced hand, a longtime NAPFA member to boot, but he told me that not...
April 01, 2009
The Fast Track: When Bad Things Happen to Good AdvisorsIt may sound like a contradiction, but I've always felt that one of the biggest challenges that independent advisors faced has been that business was...
April 01, 2009
Raymond James Euphoric Over Recruiting; Introduces New Leader at Confab(LAS VEGAS) Executives of Raymond James Financial Services met with about 1,500 of the firm's 3,120 independent advisors during the group's annual professional-development conference, held...
April 01, 2009
Formulas for Success: Position DispositionLike snowflakes, each individual is unique and has singular value and beauty. But sometimes, feeling "different" can contribute to a cycle that marginalizes individuals within...
April 01, 2009
Group PresentationsIt's understandably difficult to think about growing your business in volatile times such as these -- but it's essential that you do so anyway. As...
April 01, 2009
Simply IndispensableIn a one-and-a-half page memo to Commonwealth Financial Network's advisors sent in January, new CEO Wayne Bloom mentions the word "indispensable" or "indispensability" five times. "It's...
April 01, 2009
The Long ViewDebra Brede is working longer hours these days and devoting more of those hours to face time with clients than during any period in her...
April 01, 2009
Values AdvisorI am now in my 24th month of independence. As you read my account of this journey, I recognize that some of you are already...