Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Beyond E-Myth
By Angie HerbersVirtually every one of my consulting engagements begins with the advisor/client asking if I've read The E-Myth. Then as I work with them, my clients...
September 30, 2007
A values-based approach to succession planningA number of years ago I had the privilege of spending an evening with the CEO of a 200-year-old family business. Over dinner, he described how they dealt with succession planning. The most important value in their family business is stewardship.
September 30, 2007
The Difference Leadership MakesThis month NAIFA has turned a new page in its 117-year history. The hiring of John Healy as its new CEO marks a departure from ...
September 30, 2007
The Difference Leadership MakesThis month NAIFA has turned a new page in its 117-year history. The hiring of John Healy as its new CEO marks a departure from ...
September 29, 2007
Skeleton in My Closet: Does What You Wear Matter?For the past six years, my mentor has been quite forthright with me about the way I dress in professional settings. The problem he had...
September 18, 2007
Out With the New and In With the Old?Most investment advisors spend a lot of valuable time poring over revenue and profit figures. However, a critical and often overlooked aspect is whether larger sources of revenue come from existing clients or from new ones.
September 10, 2007
IIS Signs Up For Data StreamInternational Insurance Agency Services L.L.C. has agreed to use the REporter risk management information service from Benefit Informatics Inc.IIS, Chicago, is a managing general underwriter.Benefit ...
September 08, 2007
Huddle Up: Teamwork's Key Role in SuccessSchool has started again, bringing frowns to summer-loving children and grins to college football lovers everywhere, including myself. Yes, I'm excited about this fall season,...