Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
CFP Board Announces New Women & Wealth Career Changer Scholarship
By Melanie WaddellMade possible by a $125,000 gift from Cary Carbonaro, the scholarship supports women who have never worked in financial services.
August 27, 2026
Matt Reiner Says 'Every Human Needs a Human Financial Advisor.' He Thinks AI Can Help.With Capital Investment Advisors, the FPA has developed FPAi Authority to educate advisors on the technology.
August 26, 2026
PRO
How Constant Communication Led This Advisor to Organic GrowthKevin A. Brown doubled his AUM in three years to $157 million by engaging clients and prospects.
August 25, 2026
Does Fear Motivate Clients or Manipulate Them?Using "what-ifs" can prompt clients to take important planning steps, but some advisors object to the approach.
August 25, 2026
7 Times When You Should Connect With ClientsStaying in touch can be good both for the clients and for their ability to remember who you are.
August 24, 2026
What It Takes to Advise Athletes and Entertainers at UBS"It takes a little more education and effort" to build these relationships, says Adewale Ogunleye, who runs a training program.
August 24, 2026
6 Creative Ways Financial Pros Met Wealthy ProspectsWhen you talk to successful advisors, there is often a story about how they got their big break.
August 21, 2026
With 261 Designations and Counting, How Many Are Worth It?FINRA maintains a list of the certification programs but does not regulate the entries.