Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Blanchett, Finke: What to Do When Clients Listen to TV Pundits
By Ginger SzalaMichael Finke and David Blanchett discuss what advisors can do when their clients want to act on hot stock tips.
December 08, 2020
3 Things Next-Gen Clients Want, and Aren't Getting, From AdvisorsMillennials say "traditional" advisors don't understand these issues, CFP Phuong Luong writes.
December 08, 2020
To Boost Pro Bono Service, Advice Industry Must Set the Tone at the TopThe CFP Board should recommend planners do pro bono service every year.
December 08, 2020
RBC Custody Business Updating Brand, PlatformThe news comes amidst a flurry of industry activity, such as Raymond James' recent move to create its RIA and Custody Services Division.
December 08, 2020
Betterment CEO and Founder Jon Stein ResignsHis successor, who comes from a media background, is "an interesting choice," David Goldstone of Backend Benchmarking says.
December 08, 2020
LPL Eyes Midwest Base With Waddell & Reed DealThe broker-dealer also expects little to no repapering for W&R clients and that it will retain 70%-plus of W&R's 921 advisors.
December 08, 2020
Why Marketing and Planning Go Hand-in-HandIf financial advice is moving beyond one-size-fits-all, shouldn't your marketing, too?
December 07, 2020
How to Ditch 'Trash' Thinking, Build Mental Toughness and Boost ProductivityJason Selk, who trained the St. Louis Cardinals in mental toughness, tells ThinkAdvisor his strategy can boost productivity by 30%.