Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
XML: Separating The Myth From The Reality
By John GoldenByAs with any new technology, eXtensible Markup Language (XML) was greeted by some as the missing piece of technology that would help the insurance industry ...
May 06, 2003
Phoenix Publishes Business Planning StrategiesNU Online News Service, May 6, 2003, 4:36 p.m. EDT -- The Phoenix Companies Inc., Hartford, is publishing a series of BusinessPlan Strategies papers ...
May 01, 2003
The First Annual IA 25: 2003Listing the most influential people within any profession is a daunting task, but the job is particularly difficult within financial planning, where fierce independence is...
May 01, 2003
Adapt or DieWith any event that brings about sudden change, humans tend to exhibit a gradual reaction in trying to grasp the situation. Denial usually comes first;...
May 01, 2003
Profit Is Not A Dirty WordOver the years, I've seen way too many advisors avoid thinking about their practices as businesses, apparently under the misperception that such prurient matters would...
April 27, 2003
Field Views Are Mixed On Tele-UnderwritingField Views Are MixedOn Tele-UnderwritingWhile companies that use tele-underwriting tout its effectiveness and ease of use, some agents in the field prefer the traditional data ...
April 27, 2003
Carrier Study Reveals Many Positives In The Use Of Tele-UnderwritingCarrier Study Reveals Many Positives In The Use Of Tele-UnderwritingByWhile proponents of tele-underwriting contend that the method is less expensive and more accurate than the ...
April 22, 2003
AEGON Promotes Business Development ExecNU Online News Service, April 22, 2003, 10:51 a.m. EDT -- AEGON N.V., The Hague, Netherlands, has promoted Marc van Weede to head of ...