Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Josh Brown: How Ritholtz's Growing Robo Fits Into Its Business
By Jeff BermanThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 19, 2021
10 Things Never to Say to Wealthy ClientsBefore using a phrase that could alienate your client, consider these suggestions for what to say instead.
May 17, 2021
How CFP Certification Benefits Female AdvisorsFemale CFPs are more confident than their male counterparts in terms of working with clients, financial planning and growing revenue, a study finds.
May 17, 2021
Merrill Rolls Out Exclusive HNW Sports, Entertainment DesignationThe wirehouse partnered with the College for Financial Planning, which is offering the program just to Merrill advisors through May 2022.
May 17, 2021
10 Ways Wine Can Get You Into Wealthy CirclesHere's a shared interest that's much cheaper to cultivate than, say, sports cars.
May 17, 2021
How to Vaccinate Your Practice Against LawsuitsDoing a good, honest job is just the start.
May 14, 2021
10 More FAQs About Moving to the RIA ModelHere are answers to some common questions about AUM, compensation and compliance.
May 14, 2021
Relearning How to Socialize With Wealthy PeopleHere's some practical advice on face-to-face gatherings as life gradually returns to normal.