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Identify six priorities to work through
In the column that ran in the Oct. 29 issue, I discussed our blueprinting process, a series of exercises designed to help you uncover what will make your heart sing. It is Step 1 along a fourfold path to the $10 million secret.
From dorm room cold calls to $10M a year
I generate $10 million a year from recurring fee revenue, but my start in the investment business was spartan: From the cozy confines of my college dorm room, I cold-called people out of a phone book.
Advisers carve out their own territory
Seven years ago, certified financial planner Andi Y.H. Kang assumed the care of her brother, who is deaf, autistic and suffers from seizures.
A 30-minute hiring solution
Most hiring decisions are made in less time than it takes for a red traffic light to turn green.
A different way to snare clients
Sometimes, the best way for a financial adviser to get ahead is by taking a page from the past.
Business exit strategy planning
Financial advisers who fail to help business owners plan for the liquidation of their companies are leaving a growth niche untapped.
The 3 determinants of practice value
Taking a close look at cash flow quality, marketplace demand and transition risk After 19 years in an emergency room, Joe Hollen is an expert in assessing what’s critical and taking care of those things first.
The power of a business plan
Most financial advisers know that having a business plan would help them stay on target and increase their…
Financial planners can recommend year-end tax plays
Labor Day is an adviser’s equivalent to football’s two-minute warning. It cues a final chance to execute year-end strategies. The fourth quarter presents an opportunity to recommend tactical moves that better position the client at tax time and for the upcoming year.
Rep’s route to ‘happyness’ could be via RIA channel
In the recent film “Pursuit of Happyness,” Will Smith’s character achieves financial security (not to mention solvency) by winning a job with a brokerage firm.
What approach to partnership works for you?
The word “partnership” is loosely applied to a wide variety of arrangements between advisers. Such arrangements vary…
Suscribers get discount on FPA’s scorecard
NEW YORK — The FPA Practice Management Scorecard is now available to subscribers of InvestmentNews at $195, a…
Making sure you do what you know you should
“I know I should.” Have you ever uttered these words — and then still not taken the necessary action?
Beneficiary audits can help you boost rollover assets
I often am asked to share strategies that help advisers target the growing individual-retirement-account-rollover market.
Building your business by building your brand
With more than 8,000 financial institutions competing for assets — and many more broker-dealers, wholesalers and advisers vying, in various degrees, to attract and retain investors — being heard and differentiated in this noisy, ultrafragmented and heavily regulated arena is a challenge.
When you talk trusts, don’t forget about insurance
A hot topic on the minds of many of your baby boomer clients is how to prepare for the transfer of their wealth to their children, relatives and other beneficiaries.
Increasing your brandwidth: Lessons from megabrands
You can stop reading if any of your clients has your name tattooed on an arm — as is the case with devoted Harley Davidson fans.
Ex-TV writer hopes she’s found new bonanza online
Just sit right back and you'll read a tale, a tale of a fateful trip...how a scriptwriter for "Gilligan's Island," "Bewitched" and "Bonanza" wound up building a cash management business for financial advisers.
