Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Q&A with Curt Knotick
By Daniel WilliamsAdvisor of the Year Curt Knotick shares why he is dual-licensed, what referrals mean to his practice and why he brings LTCI into every client conversation.
August 27, 2013
15 Ways to Connect With Baby BoomersMany advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, heres how to proceed
August 27, 2013
How to explain annuity surrender charges to avoid complaintsDont gloss over these charges in your presentation. Help your client understand them.
August 27, 2013
MetLife offers Basel III alternativeWill a bill aiming to tweak the Collins Amendment actually go anywhere?
August 27, 2013
Will that prospecting concept work for you?One advisor's prospecting method of choice could be a dud for another.
August 27, 2013
Social-media marketing shortcutsHere are some helpful hints for making the most of social media.
August 26, 2013
Strategies for Serving Clients OnlineOnline service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.
August 26, 2013
You Talkin’ to Me, Sarge?According to Neil Howe, a historian widely credited with inventing the term millennial generation, military recruitment ads illustrate the differences between Generation Xers and millennials. Whereas Gen X recruitment focused on personal challenge and conquest, the message for millennials is why were fighting in the first place.