Wealth Think

Women want a quality relationship with their advisors that involves interpersonal, relationship-driven factors. What does that translate into in your practice? It starts by listening.

Having attended hundreds of practice management and motivational sessions at various conferences over the years, it has become clear to me that most of our roadblocks to business and personal success are (get ready to wince) self-created.

Last year saw a 22% increase in M&A worldwide, and another 36% increase is expected this year, according to Thomson Reuters.

While Jobs’ ideas are applicable to broader business, upon close examination they seem tailor-made for the financial advisor in particular.

If interest rates can only go up from here, shouldn’t you minimize your exposure to bonds? Not according to Zane Brown, a fixed-income strategist from Lord Abbott who addressed a crowd of advisors at the IMCA New York Consultants Conference.

One of TD Ameritrade Institutional’s best breakout sessions was a panel of experts discussing some of the best tactics to get PR exposure.

Morristown Financial Group added about 70 new independent advisors in 2010, and credits momentum from its compliance management system, Advisor AdvantEDGE.

Ultimately, owners and managers have huge responsibility in making sure their firm moves forward. Often, the choices they make around their staff are the biggest factor in whether they are successful or not.

Why do some people excel under pressure and others don’t?

Getting to the next level is the biggest challenge for advisors. Here's a unique approach to the age-old conundrum.