Running Your Business

Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.

CFP Board Rolls Out AI-Powered Exam Prep Tool

May 12, 2025

CFP Board Rolls Out AI-Powered Exam Prep Tool
6 Keys to Keeping the Relationship When Your Client Dies

May 09, 2025

6 Keys to Keeping the Relationship When Your Client Dies
Life Insurance Brokers Need DOL Attention

May 05, 2025

Life Insurance Brokers Need DOL Attention
CFP Board to Hike Annual Renewal Fee

April 29, 2025

CFP Board to Hike Annual Renewal Fee
Corporate Volunteers Can Transform Financial Futures 

April 22, 2025

Corporate Volunteers Can Transform Financial Futures 
15 Thoughts About Whether LinkedIn Is Worth It

April 18, 2025

15 Thoughts About Whether LinkedIn Is Worth It
Nationwide Names Financial Services Marketing Head

April 16, 2025

Nationwide Names Financial Services Marketing Head