80-hour weeks? No social life? Living in grandma's basement to make ends meet? Just the price of success, say four young advisors.
An advisor I was speaking to recently told me a story about bringing on a new client. It was a small account and as a friendly gesture the advisor agreed to cover the costs of bringing over assets from an online brokerage account.
Clothes make the advisor. You tailor financial solutions for clients. The same rules should apply to your appearance.
To achieve success, you need to be best at what you do.
The glass ceiling still creates challenges for female business leaders.
Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.
Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.
Your associates need you. To build a reputation, rookies need determination and talent, and also a helping hand.
Building a business from scratch when you’re mid-career and trying to support a family is difficult. Just ask financial advisor Michael Horne.
Women in Capital Markets announces its 2012 award winners.
read more >>