Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Recruiting Roundup: Big Groups Move to Focus, Kestra & Raymond James
By Marlene Y. SatterThe shifts come as the teams end affiliations with Wells Fargo, Transamerica, LPL Financial and Cetera Investment Services.
August 01, 2016
McGinnis Steps Down as CEO of Advisor GroupValerie Brown will lead the group of IBDs as it moves from AIG to Lightyear Capital as McGinnis focuses on leading the transition.
July 28, 2016
Playing the relationship gameFor one twenty-something producer, his favorite part of the job is focusing on relationships.
July 28, 2016
4 Keys to Retaining Your Advisory Firm’s Best Young TalentFocus group work with successful young advisors discovered their motivations for staying at their current advisory firms.
July 26, 2016
Is Your Business Prepared to Handle Disruptions?The DOL fiduciary rule has been seen as a roadblock, but RIAs are a step ahead.
July 26, 2016
When Fear of Firing Leads to Fear of HiringAdvisors are sometimes reluctant to hire the additional staff they need out of fear that theyll have to let them go in case of a business setback.
July 26, 2016
A Local Solution to ‘Generate Enthusiasm’Mark Tibergien writes this month that financial services professionals lack a venue to showcase what we do and to generate enthusiasm for our world.
July 26, 2016
Beyond Myers-Briggs: 4 Personality Tests for Hiring AdvisorsPersonality assessment tools don't guarantee a right-fit hire, but they do increase the likelihood of a good fit as part of a thorough recruiting process.