Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Time Well Spent : A 4-Step Plan to Client Profitability
By Greg FriedmanWhen it comes to building a mutually beneficial relationship with clients, sometimes the stars simply dont alignor they need adjusting to fit both parties. Use technology to follow these four steps to more efficiency and profitability.
July 12, 2012
How to turn a relationship into a sale (Harvard Business Review)Sales people focusing on relationships with the client can grow accounts faster rather than focusing solely on the sale. But how about turning conversation of a relationship into a transaction?
July 10, 2012
LPL Unit Buys Veritat, Aims to Bring Financial Planning to MassesIn a rare combination of brains and brawn, LPLs NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
July 10, 2012
Should Goldman Sachs go out of business? (Reuters)Goldman Sachs stock has fallen some 30% in the past year and trades for just 0.7 times book value. Investors are asking if Goldman Sachs should go out of business.
July 10, 2012
3 Ways to Get More From Your Next ConferenceTake those educational conference ideas and make them work for you.
July 10, 2012
3 Ways to Get More From Your Next ConferenceTake those educational conference ideas and make them work for you.
July 09, 2012
SEC Names Drake as Chief Compliance and Ethics Officer for OCIEOCIE director Carlo diFlorio says Paula Drake will help OCIE with the continued advancement of the national examination program, including leading the critical legal function, developing our national examination policy manual, and overseeing our internal compliance team.
July 06, 2012
Let’s Get TogetherThinking of hosting a client appreciation with a CPA? Heres how to make it a success.