Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
CFP Board’s CE Plan Rattles FPA Retreat Attendees
By John SullivanThe CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.
May 04, 2013
Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?
May 04, 2013
Sallie Krawcheck Decries Industry ‘Becoming Republican Party’It is my intention to be controversial and make us uncomfortable here today, Sallie Krawcheck said. She didnt disappoint.
May 03, 2013
The Elevator Speech That’s Sure to Fail: New Genworth Practice Management BookConsider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?
May 03, 2013
MetLife posts 1Q profit as business expandedThe insurer has said it expects its income to shrink this year as low interest rates hurt its business.
May 03, 2013
How to sell the way people want to buyThe surprising truth is that many salespeople stop pushing long before the prospect feels pressed.
May 02, 2013
Africa: Opportunity Beyond the S in BRICSInvestors considering going a bit farther afield than EU countries, Japan and other developed markets might want to consider Africaand not just South Africa.
May 02, 2013
SEC Exam Chief Di Florio Jumps to FINRA PostIn a surprising move, Carlo di Florio will leave the agency and become an executive vice president of FINRA.