Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Transferring A Business Using A Family Limited Partnership
By David JulianoSome common elements inherent among founding owners of closely held family-operated businesses are a strong work ethic and an unmitigated will to succeed. These people ...
May 06, 2008
Common mistakes entrepreneurs make in the search for capitalPreparing inadequately. Today's capital markets require you to get inside the head of the typical investor and deliver a business plan and a business model that meet his or her key concerns. In today's "go-go," economy, investors expect you to think
May 05, 2008
Market your small businessWrite and distribute a press release at least four times per year. The media is always on the lookout for a great story (particularly your local media), so write one for them. Join a business referral group. Business Network International is one
May 02, 2008
Raising growth capital in 2008 and beyondAfter over two decades of being an entrepreneur, and advising other entrepreneurs and growing companies, I have found one recurrent theme running through all of these businesses: Capital is the lifeblood of a growing business. In an environment
May 02, 2008
ING To Buy CitiStreetING Group N. V. has agreed to acquire a benefit plan administrator that is jointly owned by Citigroup Inc. and State Street Corp.ING, Amsterdam, says ...
May 01, 2008
Raising growth capital in 2008 and beyondAfter over two decades of being an entrepreneur, and advising other entrepreneurs and growing companies, I have found one recurrent theme running through all of these businesses: Capital is the lifeblood of a growing business. In an environment
May 01, 2008
CFP's DEC Stepping DownAt its January 17-18, 2008 meeting, the Directors of the CFP Board of Standards unanimously decided to delegate to the CEO the authority to "appoint...