Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
What Advisory Firms Can Learn From Their Smokin’ Employees
By Angie HerbersTaking regular breaks during the work day helps improve productivity, research shows.
February 20, 2011
Advisor success: How to master a 30-minute sales meetingYour new prospect has only a 30-minute timeslot to meet and you're concerned because half an hour isn't much time to fully explore his situation and present your solution. Here's how you can master that sales meeting.
February 16, 2011
Aflac offers new dental policyAflac recently launched a new voluntary dental insurance policy, Aflac Dental. The product offers multiple levels of coverage and increased benefits.
February 15, 2011
Opportunity in business exit planningAs I look at what is emerging in the years ahead, I feel business exit planning remains the most fertile ground for our firm.
February 15, 2011
GOP Blasts Obama’s 2012 Budget in House HearingPresident Barack Obama's $3.7 trillion budget for 2012 was quickly dismissed Tuesday by House Republicans for taking a pass on tackling historically huge federal deficits.
February 15, 2011
Retail Sales Move Higher; Housing Survey Still DownbeatAmerican businesses and consumers are giving the economy a boost by spending more, but the troubled housing market remains an obstacle, new data show.
February 14, 2011
4 negotiating tactics advisors need to watch forNegotiating the details of a sale can be a complex process and one that many salespeople fail at because they are not aware of tactics commonly used by buyers and decision makers. Here are four to watch for.
February 14, 2011
Building Processes and Procedures, Part III: CRM and Client SegmentationIn the third consecutive post by advisor Mike Patton on how he develops better business processes, he focuses on why he chose Redtail as his CRM system, and how he handles client segmentation.