Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
By Mark TibergienJohn Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as Zoom In-Zoom Out.
July 31, 2015
Meet Advisor of the Year finalist Sean LeeIn baseball and in insurance, frequent singles and doubles can deliver a higher batting average than the occasional home run.
July 31, 2015
Pretty Good Week for Live Oak Bank: $200M in Advisor Loans, Plus an IPOThe bank that lends to small businesses held a successful IPO in the same week it hit the $200 million mark in advisor loans.
July 30, 2015
Summer Is an Ideal Time for Strategic PlanningSummer is the ideal time for owner-advisors to start getting their firms, and themselves, ready to grow.
July 30, 2015
New Hire Roundup: Mercer Adds ExecsAlso, Doug Dachille joined AIG as chief investment officer, while Kent Weaver returned to Glenmede, and J. Keith Morgan joined TIAA-CREF.
July 29, 2015
The Case for Charging Both AUM and Flat FeesRather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
July 28, 2015
The 20 best apps for insurance agents and small business ownersDon't be deceived by the name: Owning a small business is a massive undertaking. Fortunately, there are numerous apps that can make your life a lot easier.
July 28, 2015
The 20 best apps for insurance agents and small business ownersDon't be deceived by the name: Owning a small business is a massive undertaking. Fortunately, there are numerous apps that can make your life a lot easier.