Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
8 Steps to a Successful Succession Plan: United Planners
By John SullivanToo many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.
October 02, 2013
How operational excellence adds valueIn our industry, building a business that doesnt depend on us is challenging, because the advisor is the actual brand.
October 02, 2013
How operational excellence adds valueIn our industry, building a business that doesnt depend on us is challenging, because the advisor is the actual brand.
October 02, 2013
Tip of the Iceberg? How the Camarda Lawsuit Challenges the ProfessionThe consequences of the suit, focusing on "fee-only" and "related parties," could be dramatic for both the CFP Board and the entire advisory profession.
October 01, 2013
Recruiting Trends: Is Now a Good Time to Move?Before you go independent or switch firms, consider these job-market factors.
October 01, 2013
Mission: Train Future IndependentsIndependent advisor Pamela Rigsby in Raleigh, N.C., was talking about the 24-year-old FA trainee she hired 18 months ago:I tell clients shes a taller, thinner, younger, smarter me! says Rigsby, 46, jovially. Shes knocking it flat-out [of the park]. Shes doing the numbers. Headhunters call her all the time.