Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Industry, Media Fail to Promote Minority Advisors' Success, Ex-Advisor Charges
By Savita Iyer-AhrestaniThe profession hasnt done a good enough job of profiling successful African-American advisors and showcasing their success, says former NFL player turned advisor Lee Jenkins.
February 03, 2015
Taking your practice to the next level: a 5-stage guideIf your practice has stalled, then consider joining a firm that is already working with 21st century tools.
February 02, 2015
A Tad Less TraditionalThe credentials following Joshua Hatfield Charles name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.
February 02, 2015
Should I Hire a New or Experienced Planner?As financial planning firms grow, eventually they need to hire a new planner. The question firm owners face is this: hire someone new to the industry, or hire an advisor who's more experienced?
February 02, 2015
6 Thinking Mistakes Advisory Firm Owners MakeThe success or failure of most owner-advisors doesn't depend on what most people would imagine. What really matters is how they think.
February 02, 2015
10 Reasons My Closing Ratio Tops 90%How our firm's sales process went from dismal to dynamic.
February 02, 2015
Do You Have a Scalable Business?Getting bigger is a great objective if growth can be translated into results.
February 02, 2015
Strategizing Like a StatesmanIt's not that often that the private sector turns to the political arena for inspiration. But there's one remarkable political skill that businesses should note.