Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Diamond Consultants Moves Into Executive Search
By Janet LevauxThe firm recently hired executive-search recruiter Jamie Campbell to lead this effort, says Louis Diamond.
January 23, 2025
The Dos and Don'ts of Adding New ClientsDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 22, 2025
Many Young Advisors Lack Key Skills. Here's How RIAs Can Help.Newcomers were never trained to flex their prospecting muscles in the same way as the old guard.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.