For "Professor Coffin"
By Emily HolbrookBill Coffin leaves his mark on me and the entire insurance industry.
November 25, 2014
Succession Planning: Just be SMARTMaking ethical decisions in marketing, sales, operations and customer service is simply good for business.
November 25, 2014
Is your website killing your referrals?Today, 9 out of 10 people will search for you online before coming in to visit with you. Why? Because they can.
November 25, 2014
On the importance of self-determinationThe biggest misrepresentation is the idea that the government will be there to take care of you. Our greatest service is helping our clients take control of their lives.
November 25, 2014
Stop the growth of elder abuseA report by Allianz sheds a sad light on elder abuse. But, the research also provides an opportunity for advisors to open the conversation.
November 25, 2014
Clients Showing Signs of Dementia: The Advisor’s RoleDont drop your aging clients at the first sign of cognitive impairment. Alternatives exist if youre prepared.
November 25, 2014
4 Lessons Peyton Manning Can Teach Advisory Firm OwnersOnce a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
November 25, 2014
Is your practice healthy?This time of year is an opportunity to evaluate past success and determine what is necessary for success in 2015 and onward.
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