A financial advisor’s job is to advise, to impart information, suggest alternatives, and provide solutions. To earn a living as a financial advisor, one must first acquire the ability to advise. [...]

The Small Business Health Care Tax Credit is the only feature of the Patient Protection and Affordable Care Act (also known as the Affordable Care Act or PPACA) that takes effect for the 2010 tax year. It is available to[...]

During an on-site consultation with a 20-year highly credentialed financial advisor, I noticed he was personally entering his client data into his financial planning software. We talked about it, and he believed that he [...]

Many firms, while they are willing to work with executive search firms, do not maximize the potential of the relationship. How do you put together a partnership that best meets your firm’s hiring goals? Let’s explor[...]

Ben Franklin’s maxim, “A penny saved is a penny earned,” has seeped back into our collective consciousness. As our clients commit to rebuilding their retirement nest eggs, financial advisors must re-tool their prac[...]

As a business owner, when you decide to hire professional talent you have several options. You can manage the process yourself, using advertising, the Internet, and networking/referrals to identify potential candidates. [...]

Building a business as an independent advisor takes more than great client service and retirement planning expertise. In today’s ever-changing retail financial services market, advisors are being forced to become bett[...]

It seems like everyone is seeking ways to reduce expenses and increase revenue. The economic climate of the past year has added additional pressure on registered reps to identify ways to save money. Reps are merging offi[...]

At a recent investment CEO roundtable meeting in San Francisco, we used an audience response system to ask some delicate questions that most leaders might be reluctant to answer publicly. The system’s anonymity gave th[...]

(VA) is an independent contractor who is available to perform administrative tasks for you. This individual is paid only for the time spent completing your tasks. Since a VA is an owner of his/her own practice, you are w[...]