Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Planning For Your Practice/Business Transfer: A Win-Win For Everyone
By Dennis M. AxmanWho will take care of your clients when you retire? What quality of service will they receive should you no longer be there to provide ...
October 06, 2006
Personnel Changes: Aflac, MassMutual, OthersAflac Inc. has hired Jeffrey Herbert to be senior vice president and chief marketing officer.Ronald Kirkland, a senior vice president who has been in charge ...
October 01, 2006
The dollars and sense of business ethicsIf you treat people right, they not only become and remain clients, they generate lots of referrals. But now there's some new research that quantifies the link between business ethics and a firm's financial performance. All insurance and financial
October 01, 2006
RJFS Names New Executive; Plans Expansion in Recruiting TeamSome six months after deciding to replace its former top recruiter, Bill McGovern, Raymond James Financial Services says it has tapped a successor: William C....
October 01, 2006
Schilffarth-Schnoll Team Moves to RBC DainThe team of Richard Schilffarth and Howard Schnoll, known for their pioneering work in separately managed accounts, is joining the Milwaukee office of RBC Dain...
October 01, 2006
Fungos and LegacyOn a beautiful Saturday this past May I sat at a baseball field in Raleigh, North Carolina, watching 40 or so youngsters participate in a...
October 01, 2006
The Young & Not-So-YoungThis past August, the Financial Planning Association gave us a glimpse of the future leaders of the profession by hosting its first-ever NexGen 2006 conference. The...
October 01, 2006
Acquiring Affluent Clients Through CPAsNetworking with CPAs may help expand your business. Local CPAs may have wealthy clients and likely don't offer services that compete with your business. Likewise,...