Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
CFP Board Floats Big Increase in CE Hours, Adding Practice Management
By James J. GreenFollowing a six-month review of its current continuing education requirements, the Board proposes significant changes for CFPs.
August 17, 2012
Pursuing Practice Excellence — The Big Picture: VideoOn June 13, four practice management experts tackled the Herculean task of defining practice management for advisors and addressed the findings of the first Pursuing Practice Excellence study.
August 17, 2012
Experts’ Top Pearls of Wisdom on Practice ManagementThis summer four practice management experts tackled the Herculean task of defining practice management for advisors and addressed the findings of the first Pursuing Practice Excellence study. Here are some of the participants best insights.
August 17, 2012
Friedman’s 3 Realistic Steps to Succession PlanningSure, you know all the reasons for having a succession plan in place, but you still havent done it. Try following these three steps to get you moving.
August 15, 2012
How to Start the Succession Planning ConversationTalking with your clients about their exit plans is a service to their business and your own.
August 15, 2012
How to Start the Succession Planning ConversationTalking with your clients about their exit plans is a service to their business and your own.
August 14, 2012
Drinking at work: the boredom of boozeless businessA paper published in the Journal of Consumer Psychology found that job candidates who ordered a glass of wine during an interview over dinner were viewed as less intelligent even when the interviewer ordered a glass of wine, too.
August 14, 2012
10 Steps to a Great White PaperWhite papers are one of the best ways to market your professional services company.