Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Talking up the S.B.M.
By Amy C. CosperIt is the term du jour. That big wow buzz phrase that is making the rounds at cocktail parties and conference rooms around the country. If you aren't talking about it, then you aren't doing it, so take note as I give you (drum roll please) The
December 01, 2006
Smith Barney Advisors Under PressureSmith Barney insists it retained more than 80 percent of Legg Mason reps acquired last year through Citigroup's purchase of Legg Mason's retail operations. This...
December 01, 2006
Are You a Spider or a Starfish?"If you cut off a spider's leg, it's crippled; if you cut off its head, it dies. But if you cut off a starfish's leg,...
December 01, 2006
NEWS & PRODUCTSGoldman Sachs and Lehman Brothers won Diversity Leadership Awards from the Securities Industry and Financial Markets Association (SIFMA). Goldman Sachs received the Sustained Leadership Award...
December 01, 2006
Richard ManchesterWave Wealth Management 479 Ocean Avenue, Suite D Laguna Beach, California 92651 Phone: 949-497-9100 [email protected] Year practice began: 2006 Number of advisor in firm: 1, plus three-person support staff Number of clients:...
December 01, 2006
The Other Side of ReferralsRichard Manchester admits to being pretty picky when it comes to adding clients. When he does find a prospect that he thinks would be a...
December 01, 2006
Survival SecretLet's assume you have good investing skills. You didn't get shorted when they passed out personality. Your prospecting and selling skills are right up there....
December 01, 2006
The Marketing ImperativeWhat we now call "marketing" began long before the name was coined. In the mid-1800s, traveling salesmen dressed "snake oil" and other tonics in fancy...