Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Weill Steps Down As CEO, Citigroup
By Staff WriterSanford I. Weill announced today he is stepping down as CEO of Citigroup, New York.Charles O. Prince, 53, has been named the companys new CEO. ...
July 16, 2003
Nationwide: Only Half Of Small Business Owners Have Financial PlanNU Online News Service, July 16, 2003, 1:09 p.m. EDT -- Forty-five percent of small business owners say they have a comprehensive personal financial ...
July 14, 2003
McCamish Acquires PMACS And Hires PMACS StaffNU Online News Service, July 14, 2003, 12:11 p.m. EDT -- McCamish Systems L.L.C., Atlanta, has acquired the Producer Management Accounting and Commission System ...
July 01, 2003
Come TogetherTraditionally, financial planning is a lonely profession. Perhaps that's why we get relatively high attendance at industry gatherings. Today, sole practitioners represent well over 70%...
July 01, 2003
What Business Are You In?In my first sales job, I sold pool and spa equipment to contractors and retail pool supply stores. On the surface, it appeared that our...
June 29, 2003
8 Best Practices Of High-Performing Advisors8 Best Practices OfHigh-Performing Advisors1. Develop a Marketing Plan. All high-performing salespeople have used and continue to use a planning process. In contrast, most low-performing ...
June 29, 2003
Five Strategies To Guarantee Investment And Insurance SuccessFive Strategies To Guarantee Investment And Insurance SuccessHere are five strategies that enable advisors to capitalize on our changing business environment and fully leverage the ...
June 29, 2003
Increase Your Production By Building A BusinessIncrease Your Production By Building A BusinessByThe worlds top insurance salespeople are not the worlds best salespeople--they are the worlds best entrepreneurs.When I came into ...