Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Seminars Target Sandwich Generation
By Staff WriterWestern & Southern Financial Group has started a series of seminars aimed at consumers who are caring for children and aging relatives at the same ...
September 01, 2008
Becoming a senior market professionalOur country is being challenged by a dramatic transformation that has never happened before. We are transitioning from a world of young people to a world of old people. Eighty percent of all the people who have ever lived past age 65 are still alive
September 01, 2008
Chunk it down: Success every 24 hoursSuccess. Many financial advisors go about getting it as if they expect it to be here right now. Yet, success eludes so many. Why? My experience shows me that it's a simple clarity and goal issue.
September 01, 2008
Pre-screening helps build effective seminarsHave you ever wondered why your closing ratio on seminar buying units never exceeds 40 percent? The reason is in the numbers. Twenty-five percent of seminar attendees are "plate-lickers" -- many seniors actually look for seminars
September 01, 2008
Making the most of your seminar investmentLast month I introduced myself so you could get an idea about my background and marketing strategies. This month begins a series of articles regarding public seminars, which can be the cornerstone of success in building your business. The first
September 01, 2008
Know their worriesWomen are a great market for financial advisors. Half the population lacks a Y chromosome and women outlive men statistically, so they need financial advice. A recent Hartford Financial Services Group survey uncovered the top three concerns women
September 01, 2008
Where do you get your financial information?I dabble a little in investments so I like to do most of the initial research on my own. I get that by studying the financial markets. Then when I meet with my advisor I feel like we can talk the same language and be somewhat on a level playing
September 01, 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