Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Benefits Software Firm Adds Sales Eec
By Staff WriterThe benefits arm of Vertafore Inc. has hired Joseph Thomas to be vice president of sales and marketing.[@@]Thomas will be based in Eden Prairie, ...
September 01, 2005
Stoking Star PowerAt least once a week, I get a call or an e-mail from an experienced planner looking to recruit the next "superstar" of the profession....
September 01, 2005
Can't tell a book...I was all geared up to lambaste Mark Hurley for subjecting the independent advisory community to another round of shoddy research, weak analysis, and unfounded...
September 01, 2005
Proud to Be a RepLike many planners who adopted the profession in the 1980s, Gary Charlebois got here in a roundabout way. Fresh out of college in 1976, he...
August 31, 2005
Worksite Eastbridge-New Business chartNew Business Premium (in millions) Source: Eastbridge Consulting Group Inc. ...
August 31, 2005
Worksite affinity sidebar ttFinding The Best Affinity Group ProspectsThe best target for affinity marketing of employee benefits is the small business market, experts agree.Small affinity groups tend ...
August 31, 2005
Managed Account Firm To Help Advisors With Data EntryCurian Capital has updated its Web site and introduced a special support services program for top producers.[@@]Curian, Denver, sells managed account services to producers.Additions ...
August 25, 2005
LIMRA Flags Key Producer HurdlesWinning the business of prospective clients is the top challenge of producers today, according to a new survey.[@@]A report from LIMRA International, Windsor, Conn., ...