Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
'Always be closing' and other lame sales advice
By Kelley RobertsonDuring my career of teaching salespeople how to improve their results and increase their sales I have come across some lame sales advice and even more pathetic sales expressions. Here are just a few examples.
June 05, 2011
Pocket Lint PhotosMy mantra regarding cell phones should be, "Hey buddy, ya wanna buy some pictures of pocket lint?
June 04, 2011
Matching Services to Client Needs: How to Segment Your ClientsClient segmentation seems to be an area that is poorly understood by advisors generally. And even when they do claim to understand it, they struggle to implement the concept effectively into their business.
June 03, 2011
In Your Face!Mike Tyson has a great quote: "Everyone has a plan until they get punched in the face."
June 03, 2011
In Your Face!Mike Tyson has a great quote: "Everyone has a plan until they get punched in the face."
June 02, 2011
Innovative Your Business Model for Competitive AdvantageThe financial services industry has experienced immense changes over the past forty years.
June 02, 2011
HighTower Adds New Advisor TeamChicago-based HighTower announced Tuesday that Blanke Schein Group joined the firm. Blanke Schein, based in Palm Desert, Calif., is the second financial advisor team from the area in the past month to join forces with HighTower, which serves high-net-worth and institutional clients.
June 02, 2011
New Hire Roundup: FAA Leaders Move, FRC Names Jenkins, Meyer Goes to MerkThis week in new hires, Financial Advisers of America named new top officers from within the company, and two firms brought on Fidelity veterans.