Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Tips for power networking, part 3: After the event
By Jean M. GianfagnaLast but not least, here is the final part of my power networking strategies series. Here are some tips for staying in touch and getting the most out of the new contacts you make at networking events.
March 07, 2011
5 tips to perfect your advisor pitchHere are five ways to develop a game-winning elevator pitch using a value-focused approach.
March 07, 2011
Corporate Board Makeup Critical for Women Executives: KelloggWomen who are still fighting the glass ceiling for corporate advancement may find that the way up lies through the corporation’s board, according to data released Sunday by the Kellogg School of Management at Northwestern University.
March 03, 2011
Russell Reynolds Weighs in on Diversity RecruitingBig financial firms, both on the sellside and buyside, are embracing diversity recruiting
March 02, 2011
Lessons from the MouseWhen the Mouse speaks, people tend to listen. Especially when you are in the town the Mouse built, otherwise known as Orlando, Fla.
March 02, 2011
FPA Backs Fiduciary Standard, Reaches Out to FSI MembersThe FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.
March 02, 2011
Broker-Dealer NFP Securities Changes Its Name, Sharpens Its FocusAccording to James Poer, over the past two to three years NFP Securities has quietly changed its focus.
March 02, 2011
Why Do Advisors Shy Away From ‘Selling’? Part 2The four stages of a successful wealth manager, and the reasons 'selling' should be embraced by younger advisors.