Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The opportunity of a lifetime (part 2)
By Van MuellerOur customers' investments will have less-impressive returns in the future. We can help them achieve better results. Reducing or eliminating income taxes will maximize the net benefit of their investments. Income tax planning is beneficial
March 01, 2009
"Let me check with my advisor...""Let me pass your proposal by my current advisor ... to see what he thinks." When you hear this statement from your prospective client, what do you think it means? You are excited beyond measure. Why? Because, in your mind,
March 01, 2009
If you had any assets becoming liquid within the next quarter, what would you plan to do with them?"Wow. That's a good question. I hadn't thought about that. I wish it would come! I guess if I did fall into some money soon, I would get my house better insulated. This has been a pretty mild winter by Denver standards, but
March 01, 2009
A Trigger Mail Primer -- Marketing to Prospects Based on Life EventsAs an insurance agent, you or your company probably already use traditional direct mail to help drive sales. Perhaps you've even heard of the latest strategy, known as trigger mail. In a nutshell, trigger-based marketing programs are designed
March 01, 2009
Stay connected especially in tough timesThere is never a bad time for good communication. For independent financial advisors, communication is one of the cornerstones of a good practice. Good communication leads to satisfied clients. Satisfied clients tell their friends and family. They
March 01, 2009
Marketing strategies that workEvery senior advisory practice needs to be in a constant state of forward motion. It needs to consistently grow through a regular stream of promising prospects, new products and services, state-of-the-art technology and access to the latest
March 01, 2009
Group Think? The Financial Planning Association's Board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for FY 2009-2010, which...
March 01, 2009
Letter to SurvivorsNo matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...