Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What is this thing called marketing?
By Staff WriterIn the middle of a very fine publication called Senior Market Advisor is the word "market." Just what does that keyword imply? It is possible there might be more to be discovered in the word "market?" Have we lost our vision
September 01, 2008
The life coachSenior Market Advisor is proud to announce that Rosemary Caligiuri is the 2008 SMA Advisor of the Year. Caligiuri took an interesting road to success as an advisor. She spent her first decade out of college as a nurse. Attending a financial seminar
September 01, 2008
Best foot forwardEach of us is familiar with the phrase, "You never get a second chance to make a first impression." But what if the perception is already formed before you enter the room or have had a chance to meet or even speak with the
September 01, 2008
How to get top-notch testimonialsThere's a reason Ron Tuchin devotes an entire page of his firm's Web site to client testimonials. Among the various marketing tools advisors use to promote their practices and their expertise, he says, testimonials -- whether they
September 01, 2008
Referrals HappenI run into all kinds of systems that supposedly produce referrals. One chap was paying $750 per month to a coach who was helping him...
August 31, 2008
New leads within siteWeb sites aren't just nice places to put your picture and a short biography. They can be lead generators if used correctly. Mark Willaman, president of HRMarketer.com, says a Web site can be a lead-acquisition machine if it is easy to find and
August 31, 2008
If you mustCold calling is the least favorite way of prospecting for most advisors. Those who can, avoid it altogether. But if cold calling is a necessity, there are ways to do it well. Brian Maroevich of Insurance-Leads-Advisor.com offers these tips for cold
August 31, 2008
The importance of discipline and detailDo you ever wish you were more successful in the financial services industry? Do you ever find yourself wondering why others have $10 million to $20 million in production while you only have $5 million or less? If you want to get over that