Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Five Years After
By Olivia MellanIt's hard to believe that five years have passed since the horrific events of September 11, 2001, unfolded before our eyes.
September 01, 2006
Division IVWoodbury Financial Services Year founded: 2001 Producing reps: 1,822 Est. gross revenue (2006): $204.6 million Avg. annual gross production per rep (2005): NA Ratio of reps to home office: 8.9 to...
September 01, 2006
Contemporary Financial SolutionsWhen it comes to an innovative business model, West Palm Beach, Florida-based Contemporary Financial Solutions may have the most unique business plan: it welcomes lower...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Next Financial GroupOnly seven years old, NEXT Financial has won broker/dealer of the year honors for the sixth year in a row, and did it in three...
September 01, 2006
Woodbury Financial ServicesWoodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple...
September 01, 2006
Bust of Boom?Anxieties swirl around financial planning for baby boomers as they begin entering what have traditionally been known as the retirement years. Most advisors are now...
September 01, 2006
The Six Cs of Client LoyaltyDo you want a more profitable business -- not just a "practice," but the advisory business that you've always wanted? Most advisors are too busy...