Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The One-Minute Position Statement
By Paul KarasikByIt takes as much effort to get a client of minimal value as it does to get a high-net-worth client. But to get the business ...
December 16, 2004
Shimpi Joins TillinghastNU Online News Service, Dec. 16, 2004, 1:45 p.m. ESTThe actuarial consulting unit at Towers Perrin Inc., New York, has hired a former Swiss ...
December 13, 2004
Seizing the Opportunity: Managing the Business in the Registration EraTwo months ago we asked, should we register? Now the decision has been made for us, with registration with the Securities and Exchange Commission mandated by Feb. 1, 2006. So what are the implications of being a registered investment adviser? Will it change your business and your day-to-day life? And...
December 06, 2004
Companies Face More Issues than Cost in Outsourcing DecisionsWESTBOROUGH, Mass. (HedgeWorld.com)--Businesses that outsource labor to other locations might save less money than they expect but could benefit in other ways that may be as important or valuable as cost savings. That finding was among the conclusions made by the Tabb Group after interviewing senior-level executives responsible for selecting...
December 01, 2004
Niagara Teams With Buffalo Business ConsultantNU Online News Service, Dec. 1, 2004, 2:58 p.m. ESTA Northeastern benefits broker will be offering employers comprehensive help with improving their operations.[@@]Niagara Insurance ...
December 01, 2004
Levels of EngagementBased on research reported in the Gallup Management Journal, there are four distinct levels of customer engagement: 1. Confidence. This reflects the belief that the advisor...
December 01, 2004
Find Your Thundering HerdThere's an old Randolph Scott Western called The Thundering Herd, where one of the characters says, "Being in love ain't going to hurt him. Getting...
December 01, 2004
The Gift of YourselfIt's a sun-splashed fall day and the upper reaches of Manhattan's Central Park are beckoning from across Fifth Avenue. Inside the stone and red-brick structure...