Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
eMoney Advisor Launches Digital Assessment Tool to Engage Prospects
By Dinah Wisenberg BrinAdvisors can show value to prospects early with Financial Assessment, the firm says.
October 02, 2026
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Angry Insurance Clients Want Less FrictionGreg Holman, an administration specialist, has ideas for keeping life's stresses from making things worse.
October 01, 2026
FPA Launches Revamped PlannerSearchMarketing tech firm Snappy Kraken and financial software developer The Smyth Group led the redesign of the service.
September 30, 2026
The Subtle Art of Getting ReferralsNew research from Kitces.com finds that asking clients directly is not the most effective strategy.
September 30, 2026
7 Steps to Take When a Prospect Works With a Competitor"I already have an advisor" doesn't automatically mean "go away."
September 28, 2026
3 Common Mistakes in High-Net-Worth Annuity PlanningOne has to do with focusing too much on the client's own income.
September 26, 2026
When Life Insurance Becomes More About the Projection Than the ProtectionThe author wants advisors to think harder about the ultimate goal of the planning.
September 24, 2026
SEC to Consider Accredited Investor Expansion Next WeekThe agency will also consider allowing performance fees to be charged in retail funds.