Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
D.B. Root & Company
By Staff Writer436 Seventh Avenue Pittsburgh, Pennsylvania 15219 Telephone: 412-227-2800 Year firm founded: 1994 Number of planners: Six (all CFPs) Number of clients: 350 households Assets under management: $950 million Compensation: Fee-based Broker/dealer: Commonwealth Financial David...
June 01, 2008
It's Not A New Idea, Just One That WorksThe concept of a focus group is not new. In fact, the first focus groups were conducted during World War I, probably well before anyone...
June 01, 2008
What Kind of Teams Will Work?When Research magazine made its debut in June 1978, the No. 1 song on the Billboard chart was "Too Much, Too Little, Too Late" performed...
June 01, 2008
How Will Capitalism Work in 2038?In the early1990s, I got a job at an organization called Business International. For those who are not readily familiar with the communist ethos, the...
June 01, 2008
Lessons LearnedMuch of my first nine months on the Road to Independence was spent creating infrastructure, determining marketing strategy, making adjustments, and adapting to a new...
June 01, 2008
Just Ask ThemAdvisors around the country complain about prospecting. There are no two ways about it, it can leave you feeling helpless, broke, and depressed, but there...
June 01, 2008
Blue ChipsIn my last two columns, I wrote about how bear stock markets ironically provide the highest growth rates for many advisory practices, and I suggested...
June 01, 2008
Emphasizing Quality Over QuantityLaurie Hasso has changed her way of doing business since 1985, and not just in moving the financial planning firm she owns with her husband,...