Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Ask for referrals
By Daniel WilliamsWhat's the biggest issue or roadblock you're finding in your practice today? For many advisors I speak to, it's referrals. It may sound like a simple solution, but if you're not getting the number of referrals you want, then
March 05, 2009
Beware of potential changes in the capital gains taxDo you have clients who are thinking of selling their businesses? If you have planned it correctly, most of the transaction proceeds should be long...
March 03, 2009
Top cities for young retirees1. Coeur d'Alene, Idaho Population: 38,246 15-year population growth: 36.7% Median home price: $311,700 Home price 2-year forecast: 11.8% 2. Charlottesville, Va. Population: 41,425 15-year population growth:
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....