Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Finding A Broker-Dealer Relationship That Will Make You Happy
By Bret SeprishWith all of the hard work and responsibility that comes with operating a financial planning practice, advisors are focused more on the daily tasks they ...
May 14, 2007
The 10 dumbest things salespeople doThe truth is, knowing what not to do in sales is just as powerful as knowing what to do. Make sense? So I've assembled a list of 10 of the dumbest things that we've seen salespeople do -- things that are virtually guaranteed to totally
May 09, 2007
MetLife Creates Claim Management SystemA large insurer has come up with software that can accelerate the process of processing disability insurance claims.The new Disability Process Automation system can prioritize ...
May 09, 2007
Data Software House Teams With Risk Modeling FirmTeradata and DFA Capital Management Inc. have agreed to join to sell risk management solutions to insurers and annuity manufacturers.The alliance will combine database systems ...
May 08, 2007
Focus on Giving Employees a Purpose, Not Just Paying Them WellLast week, a financial planner named Bill posted this question on the blog: As a late starter in the independent business, I find myself needing... ...the...
May 01, 2007
Being the best requires some self-examinationWith spring in full swing, now is a great time to give your practice a thorough check-up. This means evaluating where you and your practice are today and what you can do to improve the outlook for the future. An in-depth assessment, at least once a
May 01, 2007
Empire State Firm Starts Employee Support ProgramMeritain Health Inc. has introduced the Healthy Merits package of services.The package includes wellness programs, condition management programs and general employee education resources.The wellness program ...
May 01, 2007
Learn, and BuyAs a business owner, you should familiarize yourself with the coverage these types of business insurance cover, and consider buying for your firm: Commercial...