Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Branding yourself into a household name
By David PortWhether you're a solo practitioner or part of a large firm, you have much to gain by building a brand identity for you and your practice. And chances are, you already have many of the elements you'll need to build that identity. What you
June 23, 2009
Building a Business, Part II: Creating a "What's Important to You?" Document for Prospective ClientsBusiness has been very good lately. I attribute this to a number of factors, including the process I follow when meeting with a prospective client....
June 17, 2009
The Kids Are GlumAbout 95% of parents say they are confident that their children will achieve their financial goals, but only 5% of young adults express that kind of confidence about themselves.
June 15, 2009
Get Back To The Basics With Business OwnersThe other day my 14-year-old daughter came home from school and told me one of her friends was moving. Another victim of the economy? No. Much worse, the father died--suddenly.
June 14, 2009
Get Back To The Basics With Business OwnersThe other day my 14-year-old daughter came home from school and told me one of her friends was moving. Another victim of the economy? No. Much worse, the father died--suddenly.
June 12, 2009
Small Businesses Want Cheaper Benefits: AflacA worksite benefits carrier says 62% of small business executives are finding it harder than they did a year ago to offer attractive employee benefits.
June 11, 2009
When Opportunity Knocks: How Do You Know It's Time to Hire an Advisor?I'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 09, 2009
Best practices checklist for your Web siteThese days everyone needs a Web presence, even if it's a simple one. Terry Morris provides a checklist of best practices for you to consider as you lay out your Web site.