Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Once The Industrys Silver Bullet, CRM Is Now A 'Dirty Word'
By Ara C. TremblyOnce The Industrys Silver Bullet, CRM Is Now A Dirty WordAt the turn of this century, customer relationship management--the idea that technology will enable us ...
January 07, 2004
NFIB: Paperwork Costs Small Firms DearlyNU Online News Service, Jan. 7, 2004, 4:35 p.m. EST -- Filling out paperwork and keeping records costs owners of U.S. small businesses an ...
January 07, 2004
Survey: Many Workers Have Itchy FeetNU Online News Service, Jan. 7, 2004, 1:05 p.m. EST -- At least 62% of U.S. workers would consider changing jobs if the right ...
January 06, 2004
Aetna Names Potter To Head Sales SchoolNU Online News Service, Jan. 6, 2004, 5:11 p.m. EST -- Aetna Inc., Hartford, has picked Don Potter to be the executive director of ...
January 01, 2004
Switching SuccessIf you've switched broker/dealers, you know the meaning of frustration. But there's no way to avoid it, right? Wrong. There are steps you should take,...
January 01, 2004
Looking for Mr. RightI've been working in and around the financial services industry since the early 1970s. In my experience, the advisory practices that have been most successful...
January 01, 2004
Why Some B/Ds Fear ReformThe mutual fund scandal seems likely to usher in regulatory reform that goes beyond the late traders and market timers, beyond the hedge funds and...
January 01, 2004
Clear SailingIndustry consolidation is taking its toll on clearing firms--on the number of firms, that is. But if you listen to executives at the surviving firms,...