Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
2 new apps that make it easy for customers to review your agency
By Rick GilmanConsumer reviews of businesses, products and service is having a growing influence over what other consumers choose to do than ever before.
October 27, 2014
The Rainmaker’s Reign Is OverFirms that rely on one or two rainmakers will find themselves struggling to keep up. It's time for a new strategy.
October 27, 2014
The Other Benefits of a Marketing PlanA solid marketing program combined with an emphasis on consistently great client service (and away from rainmaking) will increase outside prospects, referrals and closing ratios.
October 27, 2014
4 Reasons to Get Beyond the Single-Rainmaker ModelOnce owner-advisors get past a rainmaker mentality and create a marketing foundation within their firms, executing a solid marketing plan can have many benefits beyond simply attracting prospective clients.
October 27, 2014
The Rise of the Millennial ManagerMy next-gen peers who once described their firms senior managers as incapable now struggle with the same issues when they become responsible for managing people.
October 27, 2014
How Do You Know When Client Service People Are Good?We recently received an email from an advisor asking how we assess the performance of client service staff in independent advisory firms.
October 27, 2014
How to Stand Out at Any Size: 2014 Growth by Design StudyThis year, The 2014 FA Insight Study of Advisory Firms: Growth by Design attracted more study participants than any other industry-wide benchmarking study.
October 27, 2014
Tibergien: Are You a Mercenary or a Missionary?Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own.