Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Once upon a sales call
By Adrian MillerWhen times are tough, it's easy to fall into the trap of unwisely hoping a fairy tale-like customer will miraculously save the day, but you must be your own knight in shining armor.
April 06, 2009
The Many Benefits Of Mentoring New AgentsIf you're looking for a sure-fire way to build a successful insurance practice, boost the retention rate among new recruits and cultivate future leaders for your business, then you would do well to institute a mentoring program for producers.
April 06, 2009
The Many Benefits Of Mentoring New AgentsIf you're looking for a sure-fire way to build a successful insurance practice, boost the retention rate among new recruits and cultivate future leaders for your business, then you would do well to institute a mentoring program for producers.
April 02, 2009
Disgusted with Greenberg's pasturesWill someone, anyone, just say sorry? I was disgusted by Elliot Spitzer's run at Hank Greenberg, but not because it wasn't warranted. It was the...
April 01, 2009
Head of the classPaul Strebel has the best of both worlds. A certified financial planner, certified public accountant, certified business coach and lecturer at Cornell University, he runs the Strebel Planning Group (www.strebelcpa.com), also located in Ithaca, N.Y.
April 01, 2009
Leadership CourseChances are good that this Credit Crisis '08 will be one of those watershed events in the history of financial services and independent advice. It's...
April 01, 2009
Dealing With the Downturn: In Her Own WordsDebra Brede does all the investment selection for her clients' portfolios. Here's how she describes the adjustments she's made over the last few months: "I've seen...
April 01, 2009
About the Planner: Debra K. BredeDebra K. Brede President D.K. Brede Investment Management Company 1253 Highland Avenue Needham, Massachusetts 02492 Phone: 781-444-9367 E-mail: [email protected] Web site: www.bredeinvestment.com Year firm founded: 1989 Assets under management: $434 million Number of clients: 600 Compensation:...