Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Bidding War
By Angie HerbersI have a client who faced an issue that will challenge more and more advisors: How to attract and retain high-quality professional talent, when you...
May 31, 2007
Delegate more tasks; build your bottom lineContinuing on last month's theme of assessing and improving your business, I want to share two concepts that I guarantee will yield immediate results. The most important ideas in running an efficient, cost-effective and profitable practice are the
May 31, 2007
Building the bulletproof practiceVery little can compare with the satisfaction that comes with adding new names to the client list. But obtaining new clients is costly and time consuming. While it is absolutely necessary to regularly grow one's business, time spent pursuing new
May 31, 2007
The art and science of introductionsThe following is based on one of Norm Trainor's clients, Simon. All of the names and telling details have been changed. In last month's article, I shared how Simon's natural ability to build trust and establish close relationships with his clients
May 31, 2007
The 100 Best Sales Ideas EverYou want to be at the top of your sales game, right? You want that competitive edge, that Brian Tracy agility with your sales process, right? That's what we thought and that's how we came to create this all-inclusive feature with the top tips to successful selling.
May 31, 2007
When It Comes to Growth, Only the Truth Will DoOn my last blog, we discussed what to do when employees ask for a raise. There are a lot of reasons why employees will approach...
May 27, 2007
Combating Fraud--The Enemy WithinWith millions of dollars and company reputations at stake, financial services companies need an effective battle plan to win the war against internal fraud.Here is ...
May 21, 2007
LOMA Creates FLMI Program For IndiaAn insurance industry management group is trying to help insurers in south Asia handle their training needs.LOMA, Atlanta, says it has developed a Fellow, Life ...