Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Attracting clients in dicey times
By Steven McCartyIt's no secret there's overwhelming uncertainty in the air right now, which has resulted from unprecedented change.
May 01, 2009
SEC warns financial firms of government impersonatorsThe Securities and Exchange Commission is warning financial services firms about con artists who may use the names of actual SEC employees to mislead potential victims.
May 01, 2009
Take an "emotional" interest in your clientsMost of the wealth of this country is concentrated with our seniors.
May 01, 2009
Delivering a memorable presentation (part 2)Andy Rooney of "60 Minutes" has built his reputation on his image as the guy next door.
May 01, 2009
More e-mail marketing plans that work1 Plan for holidays and special occasions. Many marketers cash in big on holidays.
May 01, 2009
Define, review, focus and ... avoid showersJim missed his quota last year because of unexpected customer cancellations.
May 01, 2009
Avoid your personal recessionI was at dinner with colleagues as each of us tried topping the other with stories of job loss and economic failure and the "did-you-hear" kind of rumors that steam up a conversation.
May 01, 2009
How did you meet your advisor?"At a seminar. We got some mail that invited us to a retirement seminar. Our advisor spoke about how he could take care of our money and help us outlive it. He went into more details than that, but it's where we met."