Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
A Project Worthy of Erasmus
By Robert TyndallDesiderius Erasmus of Rotterdam, the great scholar of the Dutch Renaissance, demonstrated 150 ways of phrasing the Latin sentence, Tuae literae me magnopere delectarunt ("Your...
September 30, 2010
Be a seminar starTurn your seminars into client-generation machines with these easy-to-implement tactics
September 29, 2010
Debit card bluesThis year, my wife and I have had three separate debit card frauds. The first was early this year, when someone near Los Angeles, 1,500 miles or so from Tulsa, Okla., used our card number to buy booze and equipment.
September 28, 2010
Success hint: Focus on what's workingEntrepreneurial expert and author Jack Canfield, best known for his book "Chicken Soup for the Soul," shares here his thoughts and tips for staying positive, speeding up success and being patient with slower-than-hoped outcomes.
September 28, 2010
Gabelli Names Leininger as a Portfolio ManagerRobert Leininger, CFA, was named Monday as portfolio manager of the Gabelli Dividend and Income Trust Inc., according to GAMCO Investors, Inc.
September 27, 2010
Part I: Lessons from a referral success storyAquiles Larrea from New York, who attended my Boot Camp for Financial Professionals, sent me a letter, which I'd like to share with you because it's a great example of how he used several aspects of our system.
September 27, 2010
The 10,000-hour rule: What elite advisors, Bill Gates and the Beatles have in commonI recently finished reading the book Outliers by Malcolm Gladwell, who is also the author of The Tipping Point and Blink. All three books I'd recommend to help you think outside the box and reach your peak potential.
September 24, 2010
FPA Names Three Diversity Scholarship Winners for FPA Denver 2010The Financial Planning Association (FPA) has named its 2010 Diversity Scholarship winners, recognizing top nominees who are working to expand diversity in the financial planning profession.