Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
My Reinvention: From Individual to Worksite LTCI
By Honey LeveenWhen it comes to new sales, 2010 has been my worst year ever; up until now, my sales have increased every year since 1990. It feels like I must be doing something wrong - but I'm not.
November 22, 2010
7 things every advisor should know about their best clientsYou most likely you have a core group of clients who drive a large percentage of your sales. See below a list of seven things to know about your best clients in order to develop a smart marketing strategy.
November 19, 2010
Manage Your Energy, Not Your TimeTony Schwartz and his company, the Energy Project, study the interconnectedness of the quality of leadership, performance of others, and personal energy levels.
November 18, 2010
Keep Investing Focus on Retirement: Russell Reynold’s ExpertClients want wealth-managers with solid solutions, not fancy products, says executive recruiter
November 18, 2010
Sens. Landrieu, Baucus Introduce Bill to Repeal Form 1099 Small Business RequirementThe Small Business Administration: the cost of tax compliance for small firms is 67% higher than for their larger counterparts.
November 17, 2010
China General MotorsGeneral Motors may have a public offering this week, and China may buy shares. And why not? It's a great way for China to move into the mainstream business of building automobiles.
November 17, 2010
LPL IPO: Elliot Weissbluth on the Pros, and Cons, of Going Public"We're all watching LPL pretty carefully," says Elliot Weissbluth, CEO of HighTower Advisors, "and hopefully its IPO is well received, because it will show health in the IPO market, and health in a business model that we're, frankly, quite interested in."
November 16, 2010
MetLife Backs Gay-Lesbian Center in FloridaIn partnership with the Miami-Dade Gay & Lesbian Chamber of Commerce Foundation Inc., MetLife is sponsoring Miami Beach's new LGBT Visitor Center.