Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Building family connections
By Amy C. CosperAs the president of Battaglia Tax Advisory Group Inc. in Largo, Fla., Brenda Battaglia is busy. Really busy. When she's not calling on her clients, she's working with her staff to cook up new ways technology can work for her - and her clients. "I'm
August 01, 2006
Why Would Great People Want to Work for You?Most marketing efforts involve finding the right clients, but to do so, you need the right staff members to attract and retain those clients. In...
August 01, 2006
Staying On Track by Taking Time OffMaybe if you want to become super efficient at the office, you should get rid of it. Catherine Nomura, director of business development at The Strategic...
August 01, 2006
Keeping Up with Edward JonesWith its sole focus on individual investors, solo practitioners and door-knocking, face-to-face prospecting, Edward Jones has long taken a march-to-its-own-drummer tack to financial services. And that...
August 01, 2006
Building the CPA AllianceIn the early 1990s, Jay D'Meza Jr., then a young advisor, met a group of accountants and they began to cross-refer clients. In 1994, they...
August 01, 2006
Close to HomeNineteen-eighty is distinguished as the year Ronald Reagan was voted 40th U.S. president, the compact disc was devised, and 83 million tuned in to get...
August 01, 2006
Financial KaizenTwenty-five years of Shotokan karate training has given Tom Hine an understanding that strength is best harvested through humility, that discipline is more than just...
August 01, 2006
High DefinitionWhile it's been said time and time again that advisors have a long way to go before they can be dubbed stellar marketers, let's hold...