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Featured Events

  • Coaching Session

    The Power of PR in Your Marketing Plan

    May 14, 2008 4:00 PM - 5:00 PM EDT

    Learn how to build your business through the power of public relations and a focused brand in an exciting new AdvisorMax coaching session led by marketing expert Marie Swift.

  • Coaching Session

    The 3-Step Strategy for Approaching Clients

    May 20, 2008 2:00 PM - 3:00 PM EDT

    Are you satisfied with the quality of leads you receive and your process for reaching out to prospective clients? Learn about a simple 3-Step Strategy for Approaching Clients in this new AdvisorMax coaching session.

  • Podcast

    Green Investing

    Being green has gone from fringe to fashionable, and investors want a piece of this revolution too. But are these new green investors finding their way to the best opportunities?

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Features

  • People on the Move

    Promotion announcements and firm changes for advisors.

  • Cheerleaders in Lab Coats

    Bob Veres's Industry Insight column: New research on variable annuities and their guarantees offers less than meets the eye. Read Ibbotson's rebuttal of this article.

  • Regulatory Tussle

    The SEC and broker-dealers face off over proposed changes to a consumer privacy law.

  • Paint Me a Picture

    Most clients respond better to graphs than to numbers. SmartDraw lets you design attractive illustrations in a snap. Joel Bruckenstein reviews this software solution for creating charts and graphs.

  • Withdrawal Methods

    Annuities are a popular solution to the retirement income question, and many retirement scholars advocate their use. But in the real world, of the billions of dollars invested, many are deferred but few are annuitized.

  • Time To Convert?

    A surprise IRS ruling allows non-spouse beneficiaries of company retirement plans to convert inherited plans to inherited Roth IRAs. IRA distribution expert Ed Slott reviews the new IRS rules.

  • The Big Mo

    Patient trading is the key to getting the most from momentum while minimizing its negative effects.

  • Financial Planning in the News

    Editor-in-chief Marion Asnes on credit score effects, as seen on WABC New York.

  • Another Door Closes

    Your trust and estate clients can no longer deduct investment management fees.

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Practice Management from AdvisorMax

  • Managing Your Technology

    A study by MIT's Sloan School of Management showed that while constant BlackBerry use kept co-workers in touch, it also fed into daily stress as employees compulsively checked for emails at night and on weekends. How can advisors control their technology, without it controlling them? Our experts weigh in.

  • Don't Skip the Small Talk

    Skipping the small talk tells people that you have an agenda—one that centers on what they can do for you, instead of making a genuine connection. And that’s not the impression you want to give to potential clients and contacts. But with a little preparation and practice, you can become a small talk master.

  • The Right Business Card

    Handing out business cards is the easy part. Ensuring that a prospective client keeps your card is hard. One way to influence the outcome: design.

  • Award-Winner's Advice for Staffing Your Office

    To be successful, growing practices need to hire the right people—the first time. But how do you find the right folks? AdvisorMax spoke with top financial advisor and recent Schwab IMPACT award winner, Lewis J. Altfest, who discusses his own hiring experiences and offers advice for staffing an office.