Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
James R. Cotto
By Ellen UzelacManaging Director-Investments Cotto & Padovani Financial Strategies Group Wachovia Securities Career Began: 1987 Home Base: New York City and Mt. Kisco, N.Y. Civic Affiliations: Operation Smile, future-care planning for families...
December 01, 2007
Fixing the Broken WindowsAs practices get larger, owners risk losing touch with their staffs and the culture they are trying to create. In many growing firms, owners frequently...
December 01, 2007
Referrals Revisited"If there is one thing that I could do for you, what would it be?" When posing that question to seasoned advisors, the response I...
November 30, 2007
Too busy reinventing the wheel to get things done?Are you looking for the fast track to reaching your goals, the latest and greatest lead-generating idea, the no-fail marketing strategy?
November 30, 2007
Separate yourself with exceptional client serviceWe live in a service economy, yet we rarely experience exceptional service. When someone or some organization delivers service that exceeds our expectations, they separate themselves from their competition. At the recent Senior Market Advisor
November 30, 2007
Classic Truths Updated for Modern RealitiesI'm about halfway through the advertising and copywriting classic "Breakthrough Advertising," by Eugene M. Schwartz. The original copyright on the book is 1966, and it's not easy to find. On Amazon.com alone, there are only
November 25, 2007
Shattering The Myths About ReferralsIt has been proven that one of the best ways to build your client base is through referrals.
November 24, 2007
Shattering The Myths About ReferralsIt has been proven that one of the best ways to build your client base is through referrals.