Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
3 sales realities to never forget
By Sandy SchusselDo you dread marketing yourself to prospects? Hate cold calling? Remember these 3 sales realities to shift out of fear.
September 25, 2014
Why You Should Use Team Bonuses Based on Firm RevenueIt would be a shame for advisors to confuse David Grau's and Michael Kitces' aversion to individual revenue-based bonuses with team bonuses.
September 25, 2014
The Best Advisor Succession Planning? Internal Sales, With a Comp SwitchDavid Grau Sr.'s new book is essential for firm owners and potential buyers. One argument: change the basis of advisor comp from revenues to profits.
September 23, 2014
Schorsch’s RCAP Adds Ex-LPL Exec Dwyer in Leadership ShakeupBill Dwyer will be CEO of the Realty Capital Securities unit, while other new additions will give the rapidly growing firm a "deep bench."
September 23, 2014
SEC Announces 3 Senior-Level AppointmentsSEC announced this week a new administrative law judge and two other personnel moves.
September 19, 2014
3 Ways to Attract and Retain Talented AdvisorsFirms that don't provide incentives for talented advisors to stay are at risk of losing them, according to Schwab's 2014 RIA Benchmarking Study.
September 19, 2014
25 best business books: 1-5Find out how to speak, network and solve procrastination problems in today's list of best business books.
September 18, 2014
New Hire Roundup: Putnam Names Gould Head of Institutional ManagementIn another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.