Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
How to Be a Better Wordsmith
By Amy Bell"Let me start by pointing out that we have actualized our goal of making sales 20 percent higher in the second quarter." You've probably read sentences just like this in countless business letters and emails. Let's face it, you've probably
August 01, 2008
Group ThinkThe Centre for Fiduciary Excellence enhanced its investment advisor certification program so that CEFEX-certified firms in the U.S. will receive a copy of a legal...
August 01, 2008
Turn Kindness OnOn May 10, the Muscular Dystrophy Association hosted its 22nd Annual "A Night Under the Stars Black and White Ball" at the Beverly Hilton Hotel...
August 01, 2008
A Friendly Suggestion to RegulatorsPlease, regulators, stop with the "best practices" discussions as if they are rules. Please make clear the difference between a "best practice" and a rule...
August 01, 2008
Passing the BatonMost small-business owners don't have an exit strategy -- and that's just as true for financial advisory firms as it is for their business-owner clients....
August 01, 2008
Portrait of a Rookie (Part III)Up-and-at-'em at 5:30 in the morning for a pre-breakfast military-style work-out in the park: push-ups, weight-lifting, a two-mile run. Is boot camp any way for...
August 01, 2008
Oil's Not WellThe residential area around Columbia University is very quiet on summer afternoons. Some local restaurants don't bother to serve lunch, and empty tables at Metisse,...