Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Wells Fargo, Raymond James Recruit Teams; LPL Adds 13 Reps
By Janet LevauxPlus, HighTower and NFP add separate retirement plan groups to their operations as partners.
August 20, 2014
Advisor: Do You Have an Abundance or a Scarcity Mindset?What's true for clients is true for advisors. How you view the worldwith an abundance or a scarcity mindsetmakes a difference in your behavior. Choose.
August 20, 2014
Getting the appointment: Use a well-practiced scriptWhen setting an appointment with a new prospect, it is critical to come across in a professional manner.
August 20, 2014
New Hire Roundup: American College Names Johnson President and CEOIn another personnel move, Advisor Software has hired Charles Brown as vice president of business strategy.
August 20, 2014
How Do Wealth Firms Stay Efficient?A SunGard study asks leaders how they grow in the face of rising operating costs and regulations.
August 20, 2014
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and SchmucksReaders of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
August 19, 2014
5 rules for creating relationships and wealthSuccess is all about smart, holistic planning, says 2014 Advisor of the Year Jason Jenkins.
August 19, 2014
How to help your clients build an impenetrable wall of protectionA successful serial entrepreneur shares the six most powerful words you can say during a sales presentation.