Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
IMSA, Birnbaum Spar Over NAIC White Paper
By Jim ConnollyNU Online News Service, Feb. 10, 2004, 5:51 p.m. EST -- Sparks are flying over a draft of the National Association of Insurance Commissioners' ...
February 01, 2004
Measuring UpThis is the final article in a three-part series on the challenges facing fee-only advisors, focusing this month on how advisors can use benchmarking tools...
February 01, 2004
The New Faces of PlanningWe all know the standard formulas for Hollywood movies: There's the basic "boy meets girl, loses girl, gets girl back" plot line, the tale of...
January 22, 2004
Running Your Practice Like A Business Requires A Mindset ChangeByOne of the draws to becoming an agent in the life insurance business is the notion of being in business for yourself. However, once having ...
January 22, 2004
Once The Industrys Silver Bullet, CRM Is Now A 'Dirty Word'Once The Industrys Silver Bullet, CRM Is Now A Dirty WordAt the turn of this century, customer relationship management--the idea that technology will enable us ...
January 14, 2004
More Buying and Selling AheadThe stock market wasn't the only key financial measure that rebounded in 2003 after years of decline. For the first time since 2000, overall merger and acquisition (M&A) activity in the U.S. increased last year.
January 13, 2004
Wachovia Moves Wealth Management ExecNU Online News Service, Jan. 13, 2004, 4:45 p.m. EST -- Wachovia Corp., Charlotte, N.C., has named Jeffrey Hartman wealth management director for the ...
January 07, 2004
NFIB: Paperwork Costs Small Firms DearlyNU Online News Service, Jan. 7, 2004, 4:35 p.m. EST -- Filling out paperwork and keeping records costs owners of U.S. small businesses an ...