Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Some Agencies Get Over Their Paper Hang-up
By Trevor ThomasByAfter scanning virtually every document in their agency and converting them into Adobe Acrobat PDF files, producers in the Thousand Islands Agency, Clayton, N.Y., believe ...
June 01, 2003
Small Is BeautifulFor many of us, "bigger is better" isn't just a saying. It's a creed we wholeheartedly endorse. In a land of super-size fries, jumbo mortgages,...
June 01, 2003
Finding the Right Strategy for SuccessFinancial advisors preach diversification as the key to managing risk while building value in portfolios. Diversification in a small business like your practice is not...
May 30, 2003
Anthem Names Chief Strategy OfficerNU Online News Service, May 30, 2003, 11:35 a.m. EDT -- Anthem Inc., Indianapolis, has promoted Mark Boxer to senior vice president and chief ...
May 25, 2003
Separately Managed Accounts Not Just For Wire Houses AnymoreByNew York In the separately managed account industry, major wire houses have long held the majority of the assets. And while this will likely continue ...
May 18, 2003
How High Performers Achieve SuccessHow High Performers Achieve SuccessBy"This is the hardest business to make $25,000 and the easiest to earn $100,000 a year." So claimed a speaker at ...
May 18, 2003
Vendors Offer Workflow SolutionsBy Gary S. MogelFrom client prospecting to billing to final claims resolution, agency management systems give agents and brokers the ability to track, document and ...
May 18, 2003
Agent-Company Interface Still High On User Groups Wish ListsAgent-Company Interface Still High On User Groups Wish ListsByAlthough agents are dealing with a host of technology issues, one that keeps coming up with user ...