Planning and Advice

Cut your costs, boost your profits

Running a financial planning practice is a wonderful thing, however, it is key to keep operating costs lean so you can make it through those difficult times. With that in mind, I put together a few tips on how to reduce operating costs so you can run an efficient practice.

By Robert Abboud |September 1, 2011

3 min read

Help your busy clients: Part One

Discretionary managers take charge of finances so wealthy people don’t have to. What can they teach you about trust?

By Melissa Shin |September 1, 2011

8 min read

How to integrate P&C

Ten property and casualty insurance questions to add to your needs.

By Kevin Solomon and Enging Chan |September 1, 2011

4 min read

Consolidation Update: Advisor Audio

Listen and learn. Speakers at Advisor Group’s 2011 Distributors' Summit discussed ways industry members can work together to help advisors capture the next generation of clients, better assess and respond to risk, and build a more business-friendly environment. Chris Reynolds, CEO & President, Investment Planning Counsel Inc., discussed where the Distribution business is likely to be five and 10 years from today.

By Staff |September 1, 2011

1 min read