Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Invitation to the Conversation
By Staff WriterThis is just the beginning in Investment Advisor's initiative to understand the Middle-Class Millionaire and how advisors are responding to them. As part of our...
April 01, 2007
Ready, Fire, AimWith the dramatic growth of the average financial advisory business over the past five years, practitioners are being forced to develop a new skill in...
April 01, 2007
Plotting Your CourseAs I write these words, I'm filled with excitement. Excitement about the new journey I am taking--one that many of you have already traveled and...
April 01, 2007
First, Hold On to Your ClientsBecause of the "greying" of the investment advisory industry, it is becoming increasingly more important for investment advisory firms to consider succession planning issues, whether...
April 01, 2007
Designated AdvisorCan a new set of letters after an advisor's name transform her into a wealth manager? Maybe not the letters alone, but months of study...
March 31, 2007
Choosing the infinite gameThe following is based on one of Norm Trainor's clients. All of the names and telling details have been changed to preserve client privacy. Initially, Ted's success as a financial advisor was based upon his charisma and status as a former
March 25, 2007
Despite Potential Advantages, Insurers Cool On Business Process ManagementBusiness process management (BPM) is a technology that can reduce a company's automation costs and aid in regulatory compliance, but according to one industry analyst, ...
March 25, 2007
The Seven Keys To Team SuccessOver the past several years, there has been a growing trend of teamwork among financial professionals in the life insurance industry. Individuals are forming "teams" ...