Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
The Vital Alliance
By Robert TyndallWith a third of the aging financial advisor population set to retire within the decade, brokerage firms are scrambling to recruit and train younger advisors,…
March 31, 2014
Looming Advisor Shortage Demands New Training ApproachSteve Johnson and other talent mavens aim to change training of millennials, who respond to different methods than prior generations.
March 31, 2014
Beating Post-Merger Blues: What Marriage Can Teach AdvisorsWhat do advisory firms and marriages have in common? The wedding is the easy part.
March 31, 2014
5 Issues Advisors Must Consider When Selling Their PracticesRevenue multiples are just one component that advisors need to consider. Others include amount of down payment, taxes and earnouts.
March 30, 2014
Crazy-busy prospects driving you crazy?Todays prospects are insanely busy; its a real struggle to get their attention. So when you do, get your message across quickly and simply.
March 28, 2014
No, Asset-Based Fees Don’t Make Any Sense"Better than commissions" isn't an adequate defense of the AUM model. There are many advisors who prove that a retainer or hourly fee model works.
March 27, 2014
New Hire Roundup: NAPA Announces New PresidentAlso in new hires, Jeffrey Boujoukos was named by SEC as assistant regional director in Philadelphia.
March 26, 2014
8 knock-out branding ideasHow do you rank in these eight critical components of a well-built brand?