Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
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By Philip E. Harriman"The character of a person is in direct proportion to his commitment to excellence." -- Vince Lombardi Our senior clients deserve the best. As trusted financial advisors, we strive to give them the best counsel and solutions for
August 01, 2008
Focus on the 'right' objectivesMany financial advisors tell me that they suffer from sleep disorders. I too have experienced disruptive sleep patterns since my childhood. Often, I will wake up at 3 or 4 a.m. and have difficulty getting back to sleep. My mind just will not rest as
August 01, 2008
Are You Being Ethical? 6 Steps to Countering Industry's Negative Media AttentionProduct complexity. Consumer fear. Industry confusion. No matter what products you sell, all agents face similar challenges when it comes to earning and keeping client trust. While studies teach us that ethical behavior does matter to
August 01, 2008
The finalistsRosemary Caligiuri, Harvest Group Financial; Mark Fields, EstateMark Financial, Inc.; Chris Hobart, Hobart Financial Group; David Hollander, Liberty Group, LLC; and Stefanos Loisou, Financial Workshops. What makes advisors successful? Is there a
August 01, 2008
Cultivating community connectionsDuring a standing ovation highlighted by popping flash bulbs, Bob Enright, CFP, received a lifetime achievement award in recognition of his 19 years of volunteering at The Janet Pomeroy Center, a pioneering San Francisco-based organization that
August 01, 2008
South Carolina Blue Arm Posts Web SiteCompanion Benefit Alternatives Inc. has set up a new home page.Companion Benefit, a behavioral health manager affiliated with BlueCross BlueShield of South Carolina, Columbia, S.C., ...
August 01, 2008
Dallas Broker Buys Benefits FirmApex Global Partners Inc. has acquired Benefit Partners Inc.Apex and Benefit Partners both are benefits brokers and consultants based in Dallas.The Benefit Partners subsidiaries included ...
August 01, 2008
Keep Your FocusIf you're looking to articulate your message to attract the best kind of clients, consultant Susan Hirshman suggests you start with your current clients. You...