Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
NASAA Names Abshure as President
By Melanie WaddellA. Heath Abshure, Arkansas securities commissioner, began Tuesday a one-year term as president of NASAA, replacing Jack Herstein.
September 10, 2012
Do CFPs Really Make More Money Than Non-CFPs?A look at compensation suggests that CFPs consistently are paid about $5,000 more than non-CFPs, even before they're making a noticeable difference to a firm's bottom line.
September 10, 2012
Merrill Lures Two Reps From Morgan Stanley, One From Wells FargoThe three advisors have about $330 million in client assets and more than $1.5 million in yearly production.
September 08, 2012
Ditch the Sales PitchWhat do top salespeople do? Ask probing questions and get the answers needed to seal the deal.
September 08, 2012
Ditch the Sales PitchWhat do top salespeople do? Ask probing questions and get the answers needed to seal the deal.
September 07, 2012
A Double Standard: Should Practice Management Really Be Eligible for CE? Pt. 2Maybe the real reason planners are struggling in their practices is not that they need practice management content that isn't eligible for CE, but simply that they need better practice management content, tools, and resources in the first place.
September 06, 2012
ComFrame Comments Tell IAIS to Define, Refine, Give FlexibilityInsurers weigh in, with ACE Group's blunt "ComFrame has an identity crisis."
September 06, 2012
ComFrame Comments Tell IAIS to Define, Refine, Give FlexibilityInsurers weigh in, with ACE Group's blunt "ComFrame has an identity crisis."