Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Your prospect is not paying attention
By Maribeth KuzmeskiA prospect's short attention span may drastically harm your ability to close a sale.
August 15, 2011
Does your client service come from a vending machine?If you're a financial advisor, you need to make sure that your clients don't equate your service with purchasing a cola or snack from a vending machine.
August 11, 2011
Doomsayer Jeremy Grantham: ‘7 Lean Years’ Too OptimisticDecrying Republican blackmailers and President No-Show, mega-investor Jeremy Grantham says our debt-ceiling performance makes the U.S. look like a banana republic.
August 10, 2011
5 Things Advisors Don't Say to Their Clients (but Should)Most advisors don't even talk to their clients unless they have to - unless it's time to renew something, or up-sell something, or be referred to someone for something.
August 10, 2011
Despite Economic Turmoil, Advisors' Businesses Are GrowingAdvisorsaccustomed to putting their clients interests firstare keeping the needs of their business top of mind.
August 09, 2011
5 Things Advisors Don't Say to Their Clients (but Should)Most advisors don't even talk to their clients unless they have to - unless it's time to renew something, or up-sell something, or be referred to someone for something.
August 08, 2011
Asking for a referral is not asking for a favorWhen we ask for a favor, we often mistakenly assume that the person expects something in return.
August 04, 2011
New Hire Roundup: BofA's Krawcheck Elected as FINRA Board MemberSallie Krawcheck, president of Global Wealth & Investment Management for Bank of America, was elected as large-firm governor for FINRA, while Jack Brennan of Vanguard was elected as FINRA's lead governor.