Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Wedge Issue
By Mike PattonMany taxpayers and even their advisors may be unaware that recent tax code changes now provide for an accelerated depreciation deduction beyond that which is...
March 31, 2008
The ins and outs of IMOsLast month I began a multi-part series in which I hope to acknowledge and congratulate some of the players in this great industry. I highlighted the independent financial advisor as an emerging and impressive participant who has overcome severe odds
March 31, 2008
Guidelines for establishing advisory boardsThe quality of a growing financial services company's executive and management team and the staff selected by that team are critical to your growing company's long term success and to meeting growth objectives. But who can the senior management team
March 30, 2008
Taking A Team-Based Approach To Building A Successful PracticeIf you oversee an insurance or financial planning firm that expects its advisors to be one-man shows, managing everything from prospecting to client care, then ...
March 30, 2008
The Ideal Client Conversation: A Powerful Packaging ConceptWarning: Reading this article will forever change the way you describe your business!I make such a big promise in the title of this article that ...
March 30, 2008
Taking A Team-Based Approach To Building A Successful PracticeIf you oversee an insurance or financial planning firm that expects its advisors to be one-man shows, managing everything from prospecting to client care, then ...
March 30, 2008
The Ideal Client Conversation: A Powerful Packaging ConceptWarning: Reading this article will forever change the way you describe your business!I make such a big promise in the title of this article that ...
March 26, 2008
Buckeye State Regulators Get New HomeThe Ohio Department of Insurance is consolidating its offices in the former Lazarus building in downtown Columbus, Ohio.The department will be moving into 50 W. ...