Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Passing The Torch
By John GreeneFor many people, their business is their baby. You nurture it, help it grow and succeed, and then one day as you reach retirement age, ...
July 22, 2008
Boomer business96% - Percentage of boomer business owners who think succession planning is important, however, 87 percent do not have a written plan. 7.7 -...
July 22, 2008
Petersen International Underwriters Unveils On-Line High Limit Accident Insurance"A new On-Line High Limit Accident Program has been added to the product line available through Petersen International Underwriters" states Jimmy Petersen, PIU's on-line policy specialist. The On-Line High Limit Accident Plan has
July 17, 2008
Compensation growth for financial professionals surpasses national averageNew research from the Association for Financial Professionals (AFP) shows that despite a struggling economy, compensation for financial professionals in 2007 outpaced that of the...
July 11, 2008
Penn MutualPenn Mutual recently announced several of its employees have been honored by the General Agents' and Managers' Association. Monty Andrus, CLU, ChFC and Bryan Washburn, LUTCF received First in Class and International Management Awards;
July 07, 2008
Make your Web site a marketing hubDesign a Web site that is clear, concise and complete. Focus on solid, in-depth content and create a site that's easy to navigate. Use headlines on your Web pages that promise benefits. Don't just put "Services" on your services
July 06, 2008
Make your Web site a marketing hubDesign a Web site that is clear, concise and complete. Focus on solid, in-depth content and create a site that's easy to navigate. Use headlines on your Web pages that promise benefits. Don't just put "Services" on your services
July 06, 2008
How To Transform Wealthy Friends Into ClientsHow do advisors ask for business from people who are new friends or acquaintances along with old established friends?Bryce Sanders, president of Perceptive Business Solutions ...