Apr 21, 2014

Tired of taking on the world? Specialize in one area, not three, and then drill deep. Our panel of experts help financial advisor David Adams see his best answer to stand out may be tapping into his hometown’s hottest industry

3 Phrases Most Likely to Get Affluent Introductions

Apr 17, 2014

If you want a favorable response, it's all about how you ask the questions

Cetera Bets on Advisors Moving More to Fees

Apr 17, 2014

Half of Cetera’s advisor force is currently doing fee-based business, and the firm would like to increase that. The firm recently launched a consulting program to help its advisors transition more of their business to fees. Cetera has...

Outgrowing the IBD

Apr 16, 2014

The independent broker/dealer model may be holding some advisors back from growing into an enterprise

Planning, Niches Some Common Denominators Among Sucessful FAs

Apr 11, 2014

What differentiates top advisors? According to a recent Fidelity Advisor Insights study, planning and concentrating on specific client segments has a lot to do with it...

Joe Duran's Journey Out of Chaos

Apr 04, 2014

Most people know Joe Duran as the CEO of United Capital. Less known is the journey that shaped his ambitions.

Are You Ready to Team with a Junior Financial Advisor?

Apr 03, 2014

Older advisors are often skeptical that hiring a junior partner can help them run their practice. The truth is they are reluctant to lose control.

Seven Lessons Advisors Can Learn from Startups

Apr 03, 2014

Financial professionals can readily embrace many of the attributes and business practices that have propelled startups such as Facebook, Paypal, Twitter, and hundreds of others into multi-billion-dollar enterprises. Best of all, these lessons can...

Culture: Hard to Define, Impossible to Ignore

Apr 01, 2014

Every firm touts their “culture” as a selling point to recruits. But what does it really mean?

Five Financial Advisor Marketing Activities You Must Master

Mar 20, 2014

Las Vegas: “I’d love to know what your research says about today’s elite financial advisors,” Jason remarked prior to my presentation, then specifically asked, “I’d love to know what marketing activities they...