Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Pros and Cons of 20 Prospecting Strategies
By Bryce SandersTechnology changes, but the question remains the same: How can financial advisors find new clients?
March 27, 2026
8 Things Advisors Can Do to Earn $1M a YearThere's more to being a high earner than asset levels and client volume, CEG Insights finds.
March 25, 2026
The 4 Retirement Risks Clients Actually Worry AboutSavings goals and product features are not what keep most people awake at night.
March 24, 2026
CFP Board Forms Panel to Study Bachelor's Degree RequirementThe planner group announced changes to its education requirements in January.
March 19, 2026
Cyber Risk Is A Wealth-Preservation IssueHaving a high net worth provides no defense whatsoever against hacking.
March 19, 2026
NAIC to Consider Open Meetings ChangesPeter Gould, an annuity owner activist, has been asking the insurance regulator group for more access.
March 17, 2026
Why You Should Never Ignore Smaller ClientsFrom little asset totals big problems, and big opportunities, can grow.
March 13, 2026
5 New Investor Fear FindingsOne sign of stressful times is a Northwestern Mutual survey report section on "financial nihilism."