Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
It's All Personal
By Staff WriterWhat sets independent advisors apart is the personal advice you give to clients. Your technology tools may be great, your investment strategy may be a...
May 01, 2008
RJFS Hosts Confab; Showcases Growth(ORLANDO, FLA.) Raymond James Financial Services National Conference for Professional Development, held March 9-12 at the Orlando World Center Marriott Resort, featured publisher and former...
May 01, 2008
Tangible DiversificationFor an active investor, the turmoil on the world's stock exchanges that we've seen in recent months can produce a kind of virtual motion sickness....
May 01, 2008
Time of ReckoningBy definition, "rules of thumb" presume that nothing will change. Real estate values will always go up. Auction rate debt will always be liquid. Advisory...
April 29, 2008
Seven-second salesLearn non-verbal sales techniques. It's not what you say, it's the way that you say it. Ninety-three percent of how you are judged is based on non-verbal data - your appearance and your body language. Choose your first 12 wo
April 28, 2008
Seven-second salesLearn non-verbal sales techniques. It's not what you say, it's the way that you say it. Ninety-three percent of how you are judged is based on non-verbal data - your appearance and your body language. Choose your first 12 wo
April 27, 2008
Producer Groups Can Open DoorsFor ambitious career agents, the allure of setting up an independent practice can be hard to resist. The ability to source products from multiple manufacturers, charge fees and run a business...
April 27, 2008
Top Ways To Recruit And Retain Women AgentsRecruiting and retention are not two separate functions, but rather an integrated process. The message prospective agents receive before signing their contract needs to match ...