Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Define What Needs to Be Done, Then Do So Efficiently
By Mike PattonI find myself swimming in a sea of complexity; much of it is my own doing. As the initial momentum of starting a business has...
July 01, 2007
Finding Your LevelAll major events should be seen as a signpost for the future. Wachovia's acquisition of A.G. Edwards was predicted by the former's active acquisition history;...
July 01, 2007
William M. TopkisTopkis Financial Advisors 910 Foulk Road, Suite 100 Wilmington, Delaware 19803 Phone: 302-654-4444 Web site: www.topkisfinancial.com Year practice started: 1994 AUM: $50 million Number of advisors in firm: two Number of clients: 100 Compensation:...
July 01, 2007
Change a' Comin'!I've been married to my wife for 21 years, and while we've grown comfortable with each other, I can still be surprised, delighted, and impressed...
July 01, 2007
Finding the Best Healthcare OptionsThe news about the cost of healthcare is scary for most Americans, but healthy young students probably think it's one of their lowest priorities. Nearly...
July 01, 2007
Extending the BrandIt's not an item found at a ship's chandler nor a fashion icon. Pershing's iNautix (USA) is a new business unit that provides, according to...
July 01, 2007
The Partnership PredicamentWhy do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...
July 01, 2007
Like Father, Like DaughterThere are almost as many different types of financial planning firms as there are individual financial planners. There are firms consisting of multiple generations of...