Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
FPA Names Janet Stanzak Its 2013 President-Elect
By James J. GreenThe Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has walked in the shoes of the majority of our members."
September 28, 2012
How to be a better prospectorGetting leads is every bit as important as selling. These tips will help you succeed at both.
September 28, 2012
9 ways to get more referralsTurn these strategies into solid habits and you'll create an unlimited supply of high-quality referrals.
September 28, 2012
Do New Financial Planners Focus Too Much on a Partnership Career Track? Part 2As long as the only track to a higher income is partnership, there's just no way to tell who's actually going to be a good partner.
September 28, 2012
FPA Announces Award WinnersAmong the winners is David King, who will be honored posthumously for his visionary devotion to the development of the financial planning movement as an established profession.
September 27, 2012
TD Ameritrade Offers ‘Matchmaking’ Service for Like-Minded AdvisorsYou probably wont see commercials featuring beautiful people laughing over drinks at an imagined meet-up, but TD Ameritrade Institutional announced its foray into the matchmaking business.
September 26, 2012
Yes We Will!: FSI’s Growth and Advocacy SuccessIn an open letter to FSI members from Dale Brown, how the Financial Services Institute has made progress in 2012, and will see more success in 2013, with its members continued engagement.
September 26, 2012
New Hire Roundup: Mehra Goes to Salient; New CFA Institute HeadThis week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.