Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
4 steps to building a referral-boosting CPA alliance
By John Mcgurran, Megan ThulStudies have shown that small-business owners and high net-worth individuals place a lot of stock in their accountants and consider CPAs to be one of their most trusted advisors.
April 25, 2011
SEC Loosens CFP Board ReinsThe U.S. Securities and Exchange Commission says the CFP Board of Standards can use client information provided by registered investment advisors and broker-dealers when disciplining advisors
April 25, 2011
6 ways to butcher a sales callMany salespeople fail to consider the impact of that first phone call to a new prospect. If you don't ace that first call, you won't get the opportunity to move forward and increase your sales.
April 25, 2011
6 ways to butcher a sales callMany salespeople fail to consider the impact of that first phone call to a new prospect. If you don't ace that first call, you won't get the opportunity to move forward and increase your sales.
April 25, 2011
Checks and Balances TV launches to separate financial fact from fictionChecks and Balances TV (CBTV) announces its official public launch commencing with its St. Patrick themed show titled, "The Luck of the Informed."
April 24, 2011
Sweet 16: A unique way to wish clients a happy birthdayTwo of my top producers came up with this unique way to wish clients a happy birthday. You probably already send your clients birthday cards. This year, along with a card, send them a CD of the greatest hits from the year in which they turned 16.
April 22, 2011
Industry Lauds Repeal of PPACA Provision for "Free-Choice" VouchersInsurance agents and employers are breathing a sigh of relief that Congress has repealed a healthcare reform law provision that would have required employers to offer low-income employees so-called "free-choice" vouchers starting in 2014.
April 22, 2011
Cerulli: Most Assets Managers Employ Alternative Investment Product ManagersMost asset managers employ one or more alternative investment product managers, according to new research.