Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Survey for Success
By Angie HerbersMy work with independent advisory firms over the past 10 years or so has led me to conclude that there are three steps to maximizing employee contributions to their firms through increasing their happiness.
February 01, 2012
Planning to Merge Your RIA Firm? 5 Key Questions to Ask YourselfHere are some key lessons I learned from merging my wealth management firm to form Private Ocean. For one, culture is more important than dollars and cents, but make sure you address these five core issues.
January 31, 2012
Communication: The key to unlocking referralsEnergy goes where attention flows, so without specific attention given to the act of asking for referrals, you may be coming up short in this area.
January 31, 2012
Should you buy, sell or merge?Understanding the real reasons behind why an agency was built provides important indicators to determine the best means to grow, adapt and navigate future changes.
January 31, 2012
Referrals that workI’ve heard other advisors say "it’s impossible" to get quality referrals from other professionals in their community. "Really?" I say.…
January 31, 2012
The MillennialLeaders of the Catholic Church are feeling betrayed and bewildered by the Obama Administration. The problem, as they see it, are new federal rules released last week that require employers to provide all forms of contraception that have been approved by the Food and Drug Administration without co-payments or deductibles...
January 31, 2012
IMCA Brings CIMA Certification Program to Chicago’s Booth Business SchoolIMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.