How to Beat Your Competition as a Small Business Owner or Service Professional

AdvisorPod - Fast, Fun and Informative Practice Management Tips for Financial Advisors

Since it's recent launch, AdvisorPod.com has provided podcasts and tools to hundreds of subscribers. Check out a few of the latest podcasts available:

- Client Segmentation and Analysis,
- Structuring Your Client Communications
- The Number One Non-Investment Service

AdvisorPod.com is an exciting new podcast subscription service for financial services professionals that provides relevant best practices for running an efficient, profitable and enjoyable practice.Advisorpod podcasts have been featured as "New and Notable" in the Podcasts/ Business/Management & Marketing section of iTunes. Find out why!

Time to Transition to Independence

With everything going on in the economy and the state of the financial services industry, is now the right time to make a transition to an independent business model? Whether you choose to affiliate with an established branch or build your own independent office, the benefits of independence may be more relevant than ever.

Listen to Is Now the Time to Go Independent?

Virtual roundtable with independent advisors Arthur Cooper, Bill Glubiak, Clyde Wyatt, Don Patrick and Kathy Goss

This podcast will let you hear what it really means to be independent – and provide information that can help you decide whether it's right for you.

Also ... Download the Going Independent Quiz! How do you rate?

David Drucker on Trends in the Financial Services Industry

David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry. He spoke with me recently about important changes in the industry. Our discussion touches on practice management, the role of broker-dealers and the future of RIAs .

If you are interested in learning more about best practices and the use of technology in a financial advisory business, join me at the fourth annual T3 Technology Tools for Today conference in Dallas, Texas Feb. 26-28, 2009. Learn about the conference here: www.VirtualOfficeNews.com.

David Drucker and Marie Swift on Advisor Trends Listen to podcast now.