Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Long and Winding Road
By Mike PattonSix months have passed since I became an independent advisor and it has proved to be a very interesting period, to say the least. At...
October 31, 2007
Making Old Prospects New AgainAttrition - it's an ugly word that conjures up images of irreparably wounded relationships, disappointments, and lost revenue. Attrition is typically thought of as an inevitable obstacle to growing your insurance practice. You must sell enough
October 29, 2007
Questions to ask to find the right coachWill you assist me with the actual implementation of your system? Will I be able to quantifiably measure the impact you have on my business? Will you have a mechanism to ensure your ideas become habitual? Do you have a process in
October 29, 2007
Make Best Practices Of Successful Agents A Part Of Your PracticeYogi Berra reportedly said "you can observe a lot just by watching." If this is the case, then I've been able to observe a lot ...
October 29, 2007
Make Best Practices Of Successful Agents A Part Of Your PracticeYogi Berra reportedly said "you can observe a lot just by watching." If this is the case, then I've been able to observe a lot ...
October 28, 2007
Open Enrollment Opens The Door To New BusinessWith employees being asked to pay an increasing share of their benefits, the ability to offer voluntary insurance products to individuals at their workplace is ...
October 25, 2007
Laserfiche Integrates With Junxure CRMLaserfiche, the electronic document management technology company, and CRM Software, the maker of the Junxure CRM software, announced Oct. 25 they have integrated their two applications, providing a means of improved efficiency to advisors by giving users of Junxure one-click access to Laserfiche documents.
October 25, 2007
Live and Learn: More on Professional DeportmentMy last blog about dressing professionally seems to have struck a chord with many young professionals. Not only have I received a flood of e-mails...