Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
10 client questions every advisor should ask
By Staff WriterUse these 10 questions to find the most well-rounded financial solution in each client scenario.
October 28, 2010
'Social proof' and the speed of trust (part 1)Recent research has shown that 55 percent of why your prospects decide to buy is based on your office space
October 28, 2010
More tips and tricks to help you connectAct like a good listener. Don't let your body image betray you.
October 28, 2010
'Money' personalities: 4 more to identifyWe started talking about "money" personalities last week. Curtis Smith, CFP, says that becoming familiar with your clients' money personality can help you better understand them, their motives, and the best way to approach working with them.
October 28, 2010
PPACA: Can a Nick Pop It?One big, open legal question about the Patient Protection and Affordable Care Act (PPACA) is whether any of the act could survive a court case that invalidated part of the act.
October 28, 2010
5 social media tips to connect with clients onlineThe digital age allows advisors to connect with more clients more quickly than ever before. And that's a good thing, right? Eh, not so fast.
October 28, 2010
Texas Gubernatorial Candidates: Where They Stand on the Issues That MatterAs the debates in the Lone Star state heat up, it can get confusing to separate the political rhetoric from the candidates' actual stand on the issues.
October 28, 2010
Crossing over: Opening the doors to new selling opportunitiesYour professional knowledge of annuities can open the doors to selling other like-minded products.