Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ten ways to thank clients everyday
By staff WriterUnder-promise and over-deliver. Do a little more and write it up in the bill with "no charge." Work hard and bill fairly. Return calls promptly, even if it's just to acknowledge you received the client's call and will get ba
March 02, 2009
Stephen LibbyStephen Libby, CLU, ChFC, REBC, RHU, has been named Chair of the Professional Interest Section Committee for the Society of Financial Service Professionals, a volunteer position where he will work to enhance the overall value of Sections to SFP
March 01, 2009
The Dos and Don'ts of Handling ObjectionsWhen you hear the word "objection," do you think of lawyers jumping out of their seats on television? When they do so, they're effectively stopping the forward movement of a trial. They're breaking the train of thought on
March 01, 2009
Shannon EuseyShannon Eusey President and Chief Operating Officer Beacon Pointe Advisors 500 Newport Center Drive, Suite 125 Newport Beach, California 92660 Phone: 949-718-1600 Web site: www.bpadvisors.com Email: [email protected] Year firm founded: 2002 Number of advisors...
March 01, 2009
How RJFS, Advisors Cope in a Crisis(San Antonio) "These are tough days involving tough business decisions," says Donald Runkle, chief compliance officer for Raymond James Financial Services in St. Petersburg, Fla.,...
March 01, 2009
Janus Gives Performance UpdateJanus Capital Group says its full-year 2008 net income was $138.4 million, or $0.86 per share, vs. $192.0 million, or $1.07 per share, for 2007....
March 01, 2009
Human Capital Is KeyThe best leaders in this business deploy several key people development strategies by: o Providing work that matters o Systematically increasing responsibility o Engaging in discussions on aspirations...
March 01, 2009
News Flash: There's Heat Down ThereOne alternative energy concept that is still relatively undeveloped in the U.S. is geothermal heating and cooling. Although in Iceland more than half the population...