Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
7 Reasons to Ask Everyone to Become a Client
By Bryce SandersEven if they are out of range now, their situation could change.
August 19, 2026
Ex-Fifth Third Securities Rep Let Employees Complete His CE Requirements: FINRATwo junior staffers handled about 20 courses for Robert Kyle Averwater by logging onto his computer, an order states.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 12, 2026
Life Insurance Needs a Market Conduct Standards Supplement, Consumer Rep SaysRichard Weber says one reason is to avoid bringing on the kinds of tax changes made in 1988.
August 12, 2026
10 Principles of Time Management for AdvisorsEven as technology might make things easier for financial professionals, discipline and structure are still required.
August 11, 2026
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Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.