Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The High Cost of Going Bankrupt
By Alexei BayerWho: Martha Solinger, Co-General Counsel, Lehman Brothers Holdings Where: Bombay Palace, 30 West 52nd Street, New York When: June 25, 2009 On the Menu: Chicken curry and financial...
July 31, 2009
Play in the big leagues and winWhy would companies spend over a billion dollars each year on celebrities who endorse their products?
July 31, 2009
Preventing complaints from hell (part 2)Your ultimate nightmare: Despite your best efforts to sell the right product, your client is now unhappy about how things turned out.
July 31, 2009
Becoming a referrals superstarReferrals are one of the most helpful elements available when trying to build a business. They generally have a very high closing ratio, which some say is as high as 90 percent. This is because referrals are highly valid...
July 31, 2009
The FinalistsMaybe you're wondering how we select the five finalists. Essentially, we look at top production, high ethical standards and active community involvement. Because there are so many advisors who fit those key ingredients, we go beyond that and look for differentiators, something that can further set nominees apart.
July 30, 2009
Study shows variable annuity hedging programs 94 percent effectiveBetween November and March, hedging programs at variable annuity providers maintained a high level of effectiveness - 94 percent compared to 93 percent in the...
July 29, 2009
Measuring Full-Service Firms, AdvisorsThe latest J.D. Power and Associates study finds that investors are citing satisfaction with their advisor as the top factor in their overall investment experience.
July 29, 2009
Hope for a Stronger Second HalfThere is welcome news for the securities industry -- as the pace of job declines in the field suggests a bottoming-out of the job market, giving hope for a stronger second half of 2009.