Talk with other members of the financial planning community in the AdvisorMax Discussions to learn more about a particular subject and build your business.
Interact with your peers
Meet the AdvisorMax Discussion Hosts
Learn more about the financial advisors leading the peer-to-peer discussion boards. They want to hear from you!
Practice
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.
Before he retires, Financial Planning magazine columnist Len Reinhart looks back—and ahead—at the trends that have and will define the financial advisory business.
Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community
Opportunities to network abound, but whether you're hobnobbing with wealthy friends at a holiday party or asking about referrals at a client lunch, successful networking does not follow a script. According to coach Mitch York, advisors will be successful at networking when they don't look at the idea of sharing information as a business transaction.
Addressing charitable giving with clients can feel awkward, but it's an important aspect of financial planning. Once the client places charitable giving on their list of goals, the educational process begins.
According to a recent survey, 45% of financial advisors walk into the office each day concerned with lawsuits and sanctions. The root of such uneasiness appears to be twofold: mountains of paperwork and a lack of clear, meaningful communication with compliance officers.
AdvisorMax Live
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PR guru Marie Swift leads an all new AdvisorMax coaching session designed to help advisors tranform their vague marketing goals into concrete objectives you can actually achieve. Learn how to grow your practice by concentrating on the 3 Ms: market, message and materials.Tue. 09/30 | 2:00 PM - 3:00 PM EDT
In My Experience
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Barron's ranks this entreprenuer as No. 15 in its top financial advisors list--and the highest ranking independent advisor. Read his success story...
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