Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
LPL to Boost Payouts, Open Center in Southeast
By Janet LevauxAdvisors attending LPL's recent annual conference in San Diego heard more than personal insights from speakers Bill Bradley and Tom Brokaw. They also received news...
September 01, 2006
Lead and LearnLast February, I had the honor of speaking at the NAPFA Advanced Planners conference, sitting on a panel about developing career tracks for employees of...
September 01, 2006
Native SonsThe Villere family has been in New Orleans as long as nearly anyone. Jacques Phillipe Villere was born near the city in 1761, son to...
August 31, 2006
Grow your business with ethics-driven marketing (part II)In part one of this column, we defined ethics-driven marketing as leveraging your good ethics to grow your business. We explained that it involves defining your personal ethical beliefs, evaluating your business practices against those beliefs and
August 31, 2006
12 standards of long-term sales successThe next time the conversation wanes at a cocktail party, here's a topic guaranteed to jumpstart a discussion: bad service. Get people talking about their customer service horror stories and it quickly becomes clear that most of us are starved for
August 31, 2006
Think of starting your own practice?The lure of owning your own company can conjure up images of afternoons on the golf course and evenings around the dinner table - with some work in between, of course. Vanity aside, starting a financial planning business is a serious undertaking,
August 31, 2006
Building your own business succession planA client base is bound to change, but the basic message advisors preach to clients remains essentially the same, whether the source is a tax specialist, financial planner, insurance agent, estate planner, registered rep or broker: Plan now for the
August 31, 2006
Is a client advisory board right for you?If you wonder whether your clients think you're doing a good job, providing the right products and delivering good service, then ask them, face to face. A growing number of financial advisors are doing just that by creating client advisory boards.