Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
7 ways to gauge the progress of your practice
By Dean ZayedI love this time of year. As I am still eating some delicious Thanksgiving leftovers, I take full advantage of the holiday season to reflect on the past year and begin preparing for the coming year.
December 01, 2007
Separate yourself with exceptional client serviceWe live in a service economy, yet we rarely experience exceptional service. When someone or some organization delivers service that exceeds our expectations, they separate themselves from their competition. At the recent Senior Market Advisor
December 01, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
December 01, 2007
Very Important PersonsThe financial advisory business is said to be a relationship business. As we know, in life as in business, there are all kinds of relationships:...
November 30, 2007
Prospecting is a contact sportWhy is it that some sales reps consistently earn a six-figure annual income while other reps, putting in the same hours, selling the same products and trained by the same sales manager struggle each month financially to make ends meet? The answer to
November 30, 2007
Firm Organizes Suit Over Carrier AccountingLawyers are trying to organize a securities class-action suit against a large managed care company.Lawyers at Coughlin Stoia Geller Rudman & Robbins L.L.P., San Diego, ...
November 29, 2007
Lawmakers Call For STOLI Tax WarningsThe leaders of a House Ways and Means subcommittee want the Treasury Department to warn seniors about the possible tax consequences of getting involved in ...
November 29, 2007
Strangfeld To Succeed Ryan At PrudentialThe board of Prudential Financial Inc. has picked John Strangfeld, a vice chairman, to take over as chief executive officer and as chairman.Arthur Ryan, 65, ...