Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Follow-Up on Fiduciaries
By Staff WriterMichael Sandifer raised some interesting points in his October letter. Acting like a fiduciary and agreeing in writing to serve in a fiduciary capacity are...
November 01, 2005
Well ConnectedAs the financial planning world expands, it's more important than ever to be able to network productively. Connecting with other professionals can lead to all...
November 01, 2005
Bright IdeaOnce upon a time, utility companies were the go-to investments among advisors who wanted something "safe and reliable" for widows and orphans. Utilities were regulated...
October 28, 2005
N%2EY%2E Will Not Charge Greenberg CriminallyNew York authorities will not be bringing criminal charges against Maurice Greenberg, the former chairman of American International Group Inc., in connection with Greenberg's ...
October 27, 2005
Protecting Your Magic BoNote: Go week: L42BTA_Baker_Edited Go photo: On file Go graphic: Pull quote, File: L42BTA_Baker_Edited.xml Lines: 187Every sales professional has a selling process. The gap ...
October 27, 2005
Protecting Your Magic BoEvery sales professional has a selling process. The gap between success and failure is this simple question: Who should I talk to about insurance?Obviously, ...
October 27, 2005
Strategic Business AlliancesFinding Strength In NumbersTo help manage, maintain and grow their wealth, huge numbers of Americans solicit the professional guidance of CPAs, financial consultants, attorneys and other experts. ...