Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
One Way to Add Young Clients: Hire a Young Advisor
By Dinah Wisenberg BrinJeff Mattonelli, 28, fit into the firm's longer-term vision, said firm founder Ken Van Leeuwen.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 19, 2023
What Does ChatGPT Mean for Your Advisory Firm?An upcoming ThinkAdvisor webcast will dive into all things advisor tech, from artificial intelligence to turnkey asset management.
July 18, 2023
5 Top Trends From Merrill's Q2 ResultsHighlights included strong recruiting in Bank of America's wealth management business.
July 18, 2023
Most Wealthy Investors Choose the First Advisor They Meet: SurveyThe most common reason respondents gave for switching advisors was that the relationship was a bad match.
July 17, 2023
How to Name (or Rename) Your Advisory FirmAdvisors must strike a balance "between fitting in and standing out," brand strategist Rob Meyerson tells ThinkAdvisor.
July 14, 2023
The Secrets Behind Commonwealth's Award-Winning Advisor SatisfactionCEO Wayne Bloom tells ThinkAdvisor why he thinks the firm has topped J.D. Power's rankings 10 years running.
July 14, 2023
Nominations Open for Women in Wealth Management AwardsThere are seven nomination categories, with submissions due Aug. 5.