Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Is a client advisory board right for you?
By Mike WerlingIf you wonder whether your clients think you're doing a good job, providing the right products and delivering good service, then ask them, face to face. A growing number of financial advisors are doing just that by creating client advisory boards.
September 01, 2006
12 standards of long-term sales successThe next time the conversation wanes at a cocktail party, here's a topic guaranteed to jumpstart a discussion: bad service. Get people talking about their customer service horror stories and it quickly becomes clear that most of us are starved for
September 01, 2006
Division IVWoodbury Financial Services Year founded: 2001 Producing reps: 1,822 Est. gross revenue (2006): $204.6 million Avg. annual gross production per rep (2005): NA Ratio of reps to home office: 8.9 to...
September 01, 2006
Contemporary Financial SolutionsWhen it comes to an innovative business model, West Palm Beach, Florida-based Contemporary Financial Solutions may have the most unique business plan: it welcomes lower...
September 01, 2006
Retirement Advisor ProfileWhen Jason Mattox speaks at broker/dealer and investment advisor conferences, he has one message to convey: real estate should be in clients' portfolios, preferably non-publicly...
September 01, 2006
Next Financial GroupOnly seven years old, NEXT Financial has won broker/dealer of the year honors for the sixth year in a row, and did it in three...
September 01, 2006
Woodbury Financial ServicesWoodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple...
September 01, 2006
Bust of Boom?Anxieties swirl around financial planning for baby boomers as they begin entering what have traditionally been known as the retirement years. Most advisors are now...