Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
By James J. GreenAt annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
October 18, 2013
FSI Adds 500 New Advisor Members From Geneos, KovackIndependent BD group adds new members through subsidies from two member firms: Geneos Wealth Management and Kovack Securities.
October 18, 2013
3 Advisor Succession Planning Lessons From ‘Tommy Boy’: When Family Is InvolvedA classic (?) Hollywood film offers some serious guidance for real-life advisor succession and continuity plans.
October 17, 2013
The best way to gain client trustThe only way to convince a consumer that you walk the talk is to let your record speak for itself by sharing the results of a comprehensive background check.
October 17, 2013
7 ways to keep customers when things go wrongKeep customers happy in the down times and they will never leave you.
October 16, 2013
New Hire Roundup: FPA Welcomes David Brand Back to the FoldAlso this week, Securities America names a director of practice succession and acquisition and a new member for its recruiting team, while an SEC litigator joins WIlmerHale.
October 15, 2013
Lebenthal Launches Wealth Firm, Names Campanale CEOFrank Campanale will lead the new firm, Lebenthal Wealth Advisors, and Jeffrey Lane will be board chairman of Lebenthal Holdings.
October 14, 2013
Holding Onto Clients: Start by ListeningA basic level of trust is necessary for a client to hire an advisor, but a deeper level is needed to retain that client.