Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Are consumers buying more?
By Richard HoeMy wife and I went to Sam's Wholesale Club Sunday and bought our weekly allotment of fruit. Sam's has, in our opinion, the best fruit in Tulsa, Okla., and we like fruit for breakfast.
November 09, 2010
Time is money: 4 time management tipsThe person who coined the phrase "time is money" must have been a sales rep paid on commission. I am convinced the improper use of time is the No. 1 contributor to high turnover in selling.
November 09, 2010
Selling and the subproducerErnie has had a rich, successful career. He's built a strong reputation as a knowledgeable, trustworthy advisor. He has hundreds of clients, a professional and dedicated staff, and a unique office in a restored Victorian home.
November 09, 2010
Selling and the subproducerErnie has had a rich, successful career. He's built a strong reputation as a knowledgeable, trustworthy advisor. He has hundreds of clients, a professional and dedicated staff, and a unique office in a restored Victorian home.
November 09, 2010
Small Business Owners More Optimistic in October: NFIB IndexAn index measuring the optimism of small business owners jumped 2.7 points, to 91.7--"not a huge move, but at least a decent jump," according to the National Federation of Independent Business on Tuesday.
November 09, 2010
Moving to the Cloud for My CRMMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.
November 07, 2010
Careful What You Wish ForElection Day, quite possibly my favorite day in November. Thanksgiving is nice and all, but honestly, I am just too much of a fan of our unique liberties as Americans for Election Day to not get favored status.
November 07, 2010
5 Friendly Networking Tips (No Matter How Many Years You've Been in Insurance)How's it going? Your practice, I mean. Are you hitting your numbers? Will you make it to Super Starter, Quota Buster, Leader's, President's, Chairman's, Masters, Top of the Table, Million Dollar Round Table, or wherever?