Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Seven Keys To Team Success
By Ronald LombardiOver the past several years, there has been a growing trend of teamwork among financial professionals in the life insurance industry. Individuals are forming "teams" ...
March 06, 2007
FPA Seeks Director NomineesThe Financial Planning Association is recruiting candidates for its board.The FPA, Denver, says the FPA's 2007 board of directors will elect the 2008 board from ...
March 01, 2007
Applying the science of practice developmentRick was overwhelmed. He felt as if the whole weight of his practice was on his shoulders. Dealing with compliance issues, staffing, client service and case preparation was wearing him down. His revenue had fallen year-over-year, and he wanted to
March 01, 2007
CFP Board to Release Second Ethics Code RevisionThe CFP Board announced that it will present a second draft of its proposed revisions of its Code of Ethics to its membership on March 9. In addition to the public meeting, there will be a live Webcast of the meeting at that time; the video will be posted on...
March 01, 2007
Krawcheck to Lead Smith Barney as FA Production Tops $665,000With headlines about his relationship with CNBC news anchor Maria Bartiromo and warnings from Citigroup Chairman and CEO Charles Prince about spending, Todd Thomson decided...
March 01, 2007
Using Internal MarketingSome of the best internal marketing efforts use systematic client surveys as their catalysts. Firms that use Dalbar, the Client Audit, or locally produced, professionally...
March 01, 2007
Lexington Wealth Management1666 Massachusetts Ave. Lexington, Massachusetts 02420 Phone: 781-860-7745 130 West 42nd Street, Suite 904 New York, New York 10036 Phone: 212-697-3930 Web site: www.lexingtonwealth.com e-mail: [email protected] Number of advisors in firm: 6 Number of...
March 01, 2007
The Purpose-Driven RetirementThere are some baby boomers who do not equate retirement only with playing golf and traveling. There are some boomers who want to do more...