Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Just say 'no' ... and success will follow
By Steven McCartyWatch out for the word "yes." Saying "yes" too often can lead you to spend too much money, grow too fast or take too many financial risks. It can even ensnare you in unethical or illegal business practices that get you thrown
September 01, 2008
Mirror ImageOne of the top-notch advisory firms profiled in our annual Winner's Circle cover story manages a tantalizing $700 million in assets under management; another of...
September 01, 2008
The Common Characteristics of a NicheTargeting a specific niche is a tried-and-true approach to getting good clients. But what exactly is a niche, and how do you serve it well?...
September 01, 2008
About the AdvisorTony Purpero Senior Financial Advisor and Consultant Partnervest Financial Group LLC 510 Castillo Street Santa Barbara, California 93101 Phone: 805-966-1266 E-mail: [email protected] Web site: www.partnervest.com Year firm founded: 2001 Number of advisors in firm:...
September 01, 2008
It's Business, Not PersonalThe first step in getting a handle on an advisory firm's financials is to separate the owners' personal economics from business economics. You can't make...
September 01, 2008
Staying True to YourselfWhen you are an employee of a big company, it's not just the business practices or corporate culture that may conflict with what you want...
September 01, 2008
Got Marketing?When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...
September 01, 2008
AIG Exec Larry Roth on Independence, Growth(CHICAGO) AIG Advisor Group President and CEO Larry Roth gave the opening address at the firm's "Why Women Are Winning" event. He later shared some...