Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Five Lunches. Four Breakfasts. More Sales!
By Joanne BlackFill your sales calendar for a return on investment of at least 50 percent.
December 08, 2011
The “Merger”: Are You in It for Love or Money?Merger and acquisition activity in our industry is up in recent years. But before youre tempted by an immediate infusion of cash, make sure you spend some time thinking about the long-term picture.
December 08, 2011
'Obamacare' to the Rescue (L.A. Times)I want to apologize to President Obama. But first, some background. I found out three weeks ago I have cancer. I'm 49 years old, have been married for almost 20 years and have two kids.
December 08, 2011
Securian Survey: Young, Female Business Owners Who Are Sole Decision-Makers Are Key Prospects for AdvisorsSmall business owners who are more likely than not to seek a financial advisor tend to be young, sole decision-makers and women, according to a new survey.
December 07, 2011
Chinese Millionaires and Maverick OklahomansIf you get weirded out about how the U.S. is in its decline, please think again. If this country is in such decline, why do those who can afford to want to come here?
December 06, 2011
Planning a Path for SuccessWhat do you hope to achieve in 2012? Heres how to create a road map to success.
December 06, 2011
UBS Grabs $1.9M Merrill ProducerBarry Mitchell joins UBS in New York from BofA-Merrill Lynch, where he managed about $290 million in assets.
December 06, 2011
Sustainability Helps Bottom Line: Nature ConservancyMark Tercek, president and CEO of The Nature Conservancy, says corporations can help their bottom lines by incorporating sustainability into their business practices. However, if they restrict themselves to philanthropic support, they won't see the difference their charity can make.