Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Take time for continuity planning
By David HollanderThe solo practitioner needs to consider and reevaluate their firms' business continuity plan. FINRA rules control how these plans should be created and ultimately distributed to your customers. The purpose of the FINRA requirement, found in
December 16, 2008
Working around marketing mythsEveryone has their own ideas about what works and what doesn't in marketing. Some trends, though, deserve to be exposed. Debra Murphy of Vista Consulting reveals 10 marketing myths to avoid: Marketing is advertising and sales. Actually,
December 12, 2008
B OF A-MERRILL TO CUT 30,000-PLUS JOBS (Dec. 12, 2008)Bank of America says it plans to eliminate about 30,000 to 35,-000 positions over the next three years, reflecting its pending merger with Merrill Lynch and the weak economic environment, which is aff
December 11, 2008
Killing boomer "re-accumulation"Honestly, how long before the New York Times asks for TARP money? Ol' Pinch Sulzberger will claim it's morally wrong not to do it on...
December 11, 2008
(Net)work for referralsIf the social-networking phenomenon of Facebook and LinkedIn is any indication, people are starved for contact. You can turn that to your advantage by bringing...
December 10, 2008
NAIC Looks At DI Best PracticesAdvocates of a proposed disability claims best practices list are clashing with insurers over the need for the list.
December 10, 2008
NAIC Looks At DI Best PracticesAdvocates of a proposed disability claims best practices list are clashing with insurers over the need for the list.
December 05, 2008
SHAREHOLDERS APPROVE MERRILL-BOFA MERGER (DEC. 5, 2008)"When this transaction closes, Bank of America will have the premier financial-services franchise ...," Bank of America Chairman and CEO Kenneth D. Lewis says. "With Merrill Lynch, we also will signifi