Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Greenberg Era Ends Abruptly
By Staff WriterAIG still solid despite loss of legendary chief, analysts sayBy DANIEL Haysand Michael haThe dramatic replacement last week of Maurice Greenberg, American International Groups legendary ...
March 02, 2005
Cover All The BasesWhen Recruiting Financial AdvisorsRecruiting, like sales, is a long-term process. It does not produce immediate results.As such, you should not focus on a particular day ...
March 02, 2005
Best Practices InRecruiting And Training AgentsByLife insurance is not bought; it must be sold. Selling insurance requires people talking to people. Potential clients want an agent they ...
March 01, 2005
Robert C. Eddy and Margaret F. EddyCreative Capital Management Inc. 2650 Camino Del Rio North, Suite 302, San Diego, California 92108 Phone: 619-298-3993 Fax: 619-298-1976 Web address:www.creativecapitalmgt.com E-mail: [email protected]; [email protected] Year practice began: 1975 Number of advisors...
March 01, 2005
Happy TogetherAs nearly all small business owners can attest, opening and nurturing a business can be a task that can consume the owners and put serious...
March 01, 2005
Filling the GapLast summer, an article appeared in an industry publication about a financial advisor in California who was frustrated with her situation. She managed the majority...
March 01, 2005
Room at the TopHaving been around the advisory business for almost 30 years, I've come to appreciate two qualities that distinguish financial planners from other capitalists: introspection and...