Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Keep up with retiring boomers' Internet-centered lifestyle
By Dr. Larry BartonWith the generation of 76 million baby boomers entering their golden years, much of the industry focus has been on accumulations and distribution of wealth. However, if your practice is still based on paper and pencil and "kitchen table basics"
June 01, 2007
Delegate more tasks; build your bottom lineContinuing on last month's theme of assessing and improving your business, I want to share two concepts that I guarantee will yield immediate results. The most important ideas in running an efficient, cost-effective and profitable practice are the
June 01, 2007
The 100 Best Sales Ideas EverYou want to be at the top of your sales game, right? You want that competitive edge, that Brian Tracy agility with your sales process, right? That's what we thought and that's how we came to create this all-inclusive feature with the top tips to successful selling.
June 01, 2007
Getting Ready to GoFor six to nine months prior to striking out on my own, I kept a legal pad and recorded my thoughts and ideas in preparation...
June 01, 2007
Be a MentorThe historian David McCullough regaled attendees at Fidelity's Executive Forum last month with stories about the nation's founding fathers and the way their characters were...
June 01, 2007
A Flush Fidelity CelebratesThe good news for RIAs is that there's plenty of competition for your business from the custodians who would be your preferred partner. The good...
June 01, 2007
The Independents' VoiceResearch: In your opinion, what are the strengths of the independent advisory model? Brown: A couple of things come to mind. As the label says, it's...
June 01, 2007
Moving from the Boiler Room ... to the Living RoomA recent Research magazine cover ("Fee-Based Business," February 2007) displayed a numerical reality check for the financial advice profession regarding the migration toward fee-based practices....