Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FINRA quietly shifts SRO efforts to Senate
By Melanie WaddellFINRA has set its sights on the Senate to push a bill that would give it the authority to become the SRO for advisors.
February 07, 2013
Are you out of sync with your values?If the corporate culture is not deep and powerful, then the answer is no.
February 07, 2013
A well-crafted letter still gets the job doneEmail and texting have not really helped hone our writing skills.
February 07, 2013
Bridging the Generation Gap to Older and Younger Partners’ BenefitA younger partner can be the key to success for older career changers, including those who are thinking of starting an advisory firm. The benefits to younger partners: the wisdom and knowledge of the older.
February 06, 2013
The network of your networkIf you know who youre looking for, you can probably find them on LinkedIn.
February 06, 2013
What is your most important asset?What would happen if you or your partner is disabled or dies? Those situations demand that a succession plan be in place.
February 06, 2013
Corporate culture trumps allConsider these critical points when choosing a carrier, broker-dealer or IMO.
February 06, 2013
Nelson invokes 10th amendment in NAIC messageNelson says we should not acquiesce to the federal government when we realize the states do the job so well.