Home Building Your Business Page 20

Top Stories in Building Your Business

Financial Planning

Three key estate-planning questions

Discussing these issues can save your clients trouble in the long run

  • By: Leah Golob
  • May 9, 2017 October 31, 2019
  • 13:40
A Navy SEAL’s top business tip
Practice Management

A Navy SEAL’s top business tip

Jim Ruta, former Agency executive manager, keynote speaker and coach at JimRuta.com, explains the top business tip from Robert J. O’Neill, .U.S. Navy SEAL Team…

  • By: Jim Ruta
  • May 8, 2017 October 30, 2019
  • 05:15
Five qualities to consider when hiring staff
Practice Management

Five qualities to consider when hiring staff

Make sure your candidate has a knack for communicating with clients

  • By: Leah Golob
  • May 4, 2017 October 30, 2019
  • 12:45
Talking to clients — Green light or red light?
Practice Management

Talking to clients — Green light or red light?

Dan Richards explains how to use the “traffic light principle” to boost clients’ interest and attention during meetings (Part 4 of 8)

Three rules to keep your web content relevant
Sales & Marketing

Three rules to keep your web content relevant

Prospects want to know how you can help them

  • By: Leah Golob
  • May 2, 2017 November 16, 2019
  • 10:10
Three rules to keep your web content relevant
Sales & Marketing

Three must-have components for your website

Mobile friendliness is key as more people of all ages use smartphones

  • By: Leah Golob
  • May 1, 2017 November 16, 2019
  • 13:30

You’ve been hacked. Now what?

How to deal with digital breaches before and after they happen

Lessons learned from recent cyber attacks

These examples reveal some of the tactics that hackers use and the steep costs they can have for firms

Build a following on Instagram
Sales & Marketing

Build a following on Instagram

As with any social-media platform, you have to use Instagram properly in order to reap its benefits

  • By: Leah Golob
  • April 26, 2017 November 16, 2019
  • 12:20

Keeping current on cybersecurity threats

Understanding the digital perils is the first step in protecting your practice

Are you showing more expensive life insurance products to clients?
Practice Management

Are you showing more expensive life insurance products to clients?

Jim Ruta explains how advisors can reveal the full value of life insurance to clients and prospects

  • By: Jim Ruta
  • April 25, 2017 October 30, 2019
  • 14:05
Build a following on Instagram
Sales & Marketing

Instagram: Should you get on board?

The popular social-media platform can be a great client-engagement tool if you use it properly

  • By: Leah Golob
  • April 25, 2017 November 16, 2019
  • 11:50
The best way to introduce recommendations to clients
Practice Management

The best way to introduce recommendations to clients

Dan Richards explains the most effective way to make recommendations to clients, based on research from best-selling author and seminal sales theorist Neil Rackham (Part…

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 05:00

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living