Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
How to get noticed in sales
By Melanie WilliamsTheres a lot of sales noise out there. So whats one surefire way to rise above the din? Write a book for instant clout and visibility.
July 05, 2014
Value creation is the thing with prospectsEvery time you interact with a client or prospect, you have an opportunity to create value. Focus on that, and the sales will follow.
July 02, 2014
Coaches Corner: Use ‘Passion Prospecting’ to Boost Your Business, and YourselfTo find and attract prospects and to re-energize yourself in the process find your own passions and act on them.
July 02, 2014
New Hire Roundup: SEC Adds 2 Judges, 3 AttorneysAlso in new hires, Nuance Investments welcomed Chad Baumler as portfolio manager.
July 02, 2014
Honoring Advisors Who Serve(d): July 4th, 2014On Fourth of July, ThinkAdvisor continues our tradition of honoring advisors and their partners who served in the U.S. armed forces and sharing their stories.
July 02, 2014
3 Ways Advisors Must Change to Survive Robo-AdvisorsFinancial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
July 01, 2014
Kitces’ NPR Announces First CFP Exam Scholarship WinnersNew Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
June 30, 2014
Hire These AdvisorsReading a story on next-gen advisors, you might expect to learn about how these youthful entrepreneurs push a few buttons on their smart phones and bam—out…