Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Top sales mistakes
By staff WriterNot following the customer's buying procedures. Not listening to the customer's needs. No follow-up. Too aggressive or disrespectful. Offering poor solutions to problems. Making exaggerated or inaccurate claims about pr
December 15, 2007
Future ShockIn my January 2008 column for Investment Advisor, I write about the increasing challenges of recruiting young professionals in today's overly seller's market. I mention...
December 12, 2007
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 ...
December 12, 2007
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 ...
December 12, 2007
The RainmakerAs 2007 winds to a close, it seems an appropriate time to reflect back over some of the notable occurrences of the past year. One...
December 05, 2007
FPA Unveils Practice Management ScorecardFindings from the first ever FPA Practice Management Scorecard study revealed that independent advisory practices' profit margin before owners' draws varies greatly depending on which part of the country an advisor's firm is in.
December 04, 2007
Kevin GrantKevin Grant has been named senior vice president of business planning services for Jackson National Life Distributors LLC. Grant will assume responsibility for project management for JNLD and Curian Capital LLC, JNLD's separately managed accounts
December 03, 2007
Kevin GrantKevin Grant has been named senior vice president of business planning services for Jackson National Life Distributors LLC. Grant will assume responsibility for project management for JNLD and Curian Capital LLC, JNLD's separately managed accounts