Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Long View
By Bob KeaneDebra 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
A Partner for PlannersMichael S. Burnham has always had a yen for new beginnings. The visionary has been involved in launching and developing ventures like ice-cream novelty Chipwich,...
March 31, 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.
March 25, 2009
GAMA Experts: Producers Need MentorsAs ye sow future practice leaders, so shall ye reap.
March 20, 2009
Down Market Presents Exit Strategy Opportunities For Business OwnersIn the best of conditions, the sale of a business is a complex process filled with minefields. In the current financial climate, it can be downright perilous. But it doesn't have to be.
March 19, 2009
Five principles to protect your practiceThere are five fundamental principles to protect your practice from compliance claims and to grow your business at the same time, writes Thomas Hines and...
March 18, 2009
DMEC Releases Absence DiscussionThe Disability Management Employer Coalition has posted a paper that talks about ideas employers can use to improve tracking and reporting of absence.
March 13, 2009
NAIC Posts 2007 Permitted Practices ListU.S. life insurer use of non-standard accounting practices was common in 2007 as well as in 2008, but it has had a bigger effect on 2008 capital and surplus figures.