Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
10 Things Advisors Should Do to Attract Young and DIY Investors
By Jeff BermanPenny Phillips, Jamie Hopkins and others tell ThinkAdvisor how, and why, to add clients from these burgeoning groups.
August 23, 2021
School's in Session and the First Lesson Is Practice ManagementFocusing on organic growth and building a plan to achieve it are key in improving a business.
August 23, 2021
12 Phrases That Alienate Clients (and 12 to Use Instead)Saying the wrong thing in critical situations can create distance, while the right response can build your relationship.
August 20, 2021
Preparing a Financial Planning Student: From Intern to Potential PartnerCommonwealth has set up a process to introduce young people in financial planning programs to the business.
August 20, 2021
Excerpts from "How 2021 Has Changed Financial Advisor Marketing"The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps.
August 19, 2021
There Are More 401(k) and IRA Millionaires Than EverThe number of 401(k) accounts with balances of at least $1 million at Fidelity Investments grew 84% year over year to 412,000.
August 19, 2021
15 Ways to Get People Talking About YouFrom organizing the charity event of the season to being a good cook, there are lots of ways to build a good reputation.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.