Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Inspire Referrals at a Client Review
By Staff WriterByron Sabol, a marketing and client service consultant in Windermere, Florida, suggests that good referrals can come out of an account review process that helps...
May 01, 2007
VoIP by the NumbersVonage www.vonage.com - 866-243-4357 Pricing: Starts at $40 for limited minutes for one line Number of Business Users: Up to six lines Perqs: Call hunting, with a call rolling...
May 01, 2007
10 Reasons Why Big is Beautiful1. Achieve growth in profitability and personal income, thereby providing the financial resources to invest in technology, people, and a superior client service experience. 2. Gain...
May 01, 2007
About the ManagerROBERT S. LEVITT Founder and Chief Investment Officer Levitt Capital Management, LLC 101 N. Federal Highway, Suite 700 Boca Raton, Florida 33432 Phone: 561-893-9901 Web site: www.lcmadvisors.com Additional office: 12/14 Rond-Point des Champs-Elys?(C)es Paris,...
May 01, 2007
Systems and SolutionsTrust a Massachusetts Institute of Technology grad to perceive estate planning as "an engineering problem." "It's how you put the pieces together to best serve families...
May 01, 2007
Sustainability Goes MainstreamSustainability has evolved from a niche issue to an established feature of the investment landscape. As part of this transformation, the concept has expanded from...
May 01, 2007
Blogging for BusinessFinancial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...
May 01, 2007
At Ease with ExpertiseWhen Bud Kasper began developing his practice, he targeted corporate employees who were preparing to retire. "As so often happens, your clients direct you to...