Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Do you want to be heard, cured or healed?
By Norm TrainorThe following is based on one of Norm Trainor's clients. All of the names and telling details have been changed to preserve client privacy. When I first met Russ, he was going through a very difficult time. He was in the midst of an acrimonious
January 22, 2007
GAMA Honors SmithGAMA International has named Charles Smith to its Management Hall of Fame.GAMA International has been admitting one person to its hall of fame each year ...
January 07, 2007
Dems Plan To Give Feds Authority To Negotiate Part D Drug PricesIn a significant victory for health insurers, the House Democratic leadership plans to pass legislation as early as Jan. 12 that would give the Bush ...
January 01, 2007
Change to meet needs of the 'new' seniorMy inaugural column will discuss these changes; future columns will discuss what these changes mean to our practices and provide insight on how to adapt to stay ahead. Topics will pertain to practice management, forward-thinking business models,
January 01, 2007
8 ways to build better LTCI alliancesSpeak with seasoned, successful professionals in virtually any industry and you're apt to hear a common refrain: "Most of my business comes from word of mouth or referrals from satisfied customers." Sounds like marketing nirvana, doesn't it? After
January 01, 2007
How to Hire PeopleOf all the practices and procedures RIAs must establish, the management of human capital may be one of the most important because it affects the...
January 01, 2007
Identity CrisisIf you've already handled the client end of identity theft, what about your own vulnerability? Your business runs on confidential information. Social Security numbers, account...
January 01, 2007
How to Have a High-Revenue FirmIt's no secret that compliance and staffing costs are digging into profitability -- your profitability. In fact, the chatter about it has been deafening. The...