Resolve to come away from your next conference with more than a tan and a tax write-off. What can you do before, during and after the trip to make it a career booster? AdvisorMax has gathered the best tips from financial advisors on how to make the most of your next conference.

Imagine having clients so loyal that they happily refer you to family, friends and business associates without you even having to ask. For many advisors, the dream of a referral-only business has become a reality. AdvisorMax spoke a few such advisors, who shared their insights on developing a referral-based client acquisition model.

Your vision statement is the road map for your business journey. To create one for your practice, consider these eight questions.

The first meeting with a prospect can make or break the relationship. If you set it up right and the meeting goes well—you will get the business. Here are the four most common mistakes made by advisors and how to avoid them.

The "secret" to advisors' success is no secret at all. If you truly understand your clients' most important concerns and provide the appropriate solutions, you'll build a great business. Unfortunately, advisors often don't understand the needs of their affluent clients. Here's how to clear up the misconceptions.

Advisors often expect their clients to set up reviews. But making that contact is the advisor's responsibility. Consider taking these steps to implement a system of reviews, to ensure great results for your clients and to help you expand your business.

The boomer retirement wave is here, and so are new products designed to turn their hoarded assets into cash flow.

Changes to 403(b) regulations will create new opportunities for teachers—and their planners. As these regulations take effect in 2008, the market will change rapidly.