Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
A Legend, Still Striving
By Staff WriterWhen a successful, veteran advisor like Lou Stanasolovich of Legend Financial Advisors in Pittsburgh answers an interviewer's question on what was responsible for his achievements...
December 31, 2006
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,
December 31, 2006
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
December 13, 2006
Hondros To Leave GartmoreNationwide Mutual Insurance Company says it is continuing to look into the possibility of selling its NWD Investment Group to its Nationwide Financial Services Inc. ...
December 12, 2006
Engineers Rank Low On Disability AnxietyAttitudes about the effects of prolonged loss of income differ from profession to profession.Researchers at Massachusetts Mutual Life Insurance Company, Springfield, Mass., have published figures ...
December 07, 2006
Advisor Summit Provides Management Instructions for AdvisorsManaging a firm as it grows--whether it's still emerging or is already mature-- can be challenge, as many of the speakers at the 2006 Investment Advisor Summit noted. The fifth annual conference, hosted by Investment Advisor and Moss Adams, was held November 30 and December 1 at the Mandalay Bay...
December 01, 2006
Talking up the S.B.M.It is the term du jour. That big wow buzz phrase that is making the rounds at cocktail parties and conference rooms around the country. If you aren't talking about it, then you aren't doing it, so take note as I give you (drum roll please) The
December 01, 2006
Be in The Zone, even when you're notIn our conversations so far, we have been building a true "master" of the art of selling from the bottom up. As we examine closely the psychology and behavior of the sales person who is committed to excellence, we see that they tend to play a kind