Are you wasting money on customer experience?
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.
Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.
Wake up, Dave Ramsey: Your math is flawed
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
How to make term life insurance do more
By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.
Texas judge denies emergency request to block DOL fiduciary rule
Plaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.
The science of effective communication
You may think of conversation and communication as an art, but it turns out that the keys to effective communication are firmly rooted in science.
What to consider when selling Medicare supplement insurance
Selling Medicare supplement products is challenging but provides the chance to earn exponential residual commissions.
5 reasons to specialize in final expense insurance
Here are five reasons that selling final expense insurance can be lucrative.
First Ascent Finds Success in Move to Flat Fees
First Ascent CEO Scott MacKillop admits flat fee pricing may not be for everyone.