Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
What your prospect wants: It's not what you think
By Jill KonrathThere's a big difference between being pushy and being professional.
November 08, 2016
Long-Time LPL Team Jumps to Securities America With $2.2BPrior to partnering with Securities America, WealthPLAN Partners worked with LPL Financial for 27 years.
November 08, 2016
Dan Rather on Leadership and ‘Most Important Election in a Generation’Noted newsman regales Commonwealth advisors with stories of world leaders and their common traits; worries country may retrench.
November 07, 2016
Fintech Marches on, but Traditional Firms Have AdvantagesYounger, affluent customers in emerging markets more than three-quarters of customers in China and India use fintech services are driving adoption.
November 03, 2016
Escape the lukewarm sales rutMost salespeople fall into the lukewarm middle of the sales bell curve, which doesn't inspire confidence and respect from prospects and clients.
November 02, 2016
$500M Wells Fargo Team Moves to RBC Wealth: Recruiting RoundupMeanwhile, both Merrill Lynch and HighTower Advisors announce new reps and executive appointments.
November 02, 2016
Salespeople Tend to Do What They’re Paid to DoIn the fiduciary debate, remember that we all tend to do more of what we are incentivized to do.
November 02, 2016
CFP Board, ‘Rock the Street’ Launch Career Program for High School GirlsProgram is designed to raise awareness of financial planning as a career.