Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Increasing your referrals without ever asking
By Maribeth KuzmeskiDid you develop your script, role-play, ask yourself if you're referable, etc.? Of course, this exercise is extremely valuable for acquiring referrals. The reality is, however, that most financial advisors - and most professionals in general - don't
March 01, 2007
Applying the science of practice developmentRick was overwhelmed. He felt as if the whole weight of his practice was on his shoulders. Dealing with compliance issues, staffing, client service and case preparation was wearing him down. His revenue had fallen year-over-year, and he wanted to
March 01, 2007
Being a 'specialist' not so special anymoreIt's official. Times are changing, business is evolving ... and so is the traditional financial services firm model. In the not-so-distant past, being a "specialist" was the coveted title. Brand yourself as the "tax specialist" or the "retirement
March 01, 2007
10 things I wish I had saidMost of us never want to think about the loss of a parent, even when it is expected. When my dad passed away last year at the age of 86, it was a painful journey for him and his three sons, but only in the last remaining year of his...
March 01, 2007
Clients need coachingWhen the game is down to the final seconds and the outcome is still in doubt, a coach often will call a timeout to layout a plan to win the contest. He'll draw up a play he thinks will put his players in the places they need to be to...
March 01, 2007
Nutmeg State Panel Promotes Universal Health BillThe Connecticut House Insurance and Real Estate Committee has introduced a bill that could expand access to health coverage.The bill, H.B. 7060, would give tax ...
March 01, 2007
I Love to Sell!In 1991, I wrote a series of articles called "I Love to Prospect." I titled it that because most people hate prospecting and would rather...
February 28, 2007
The direction of decisionsThis is exactly what we find when it comes to the process of making decisions. The art of supporting people in making powerful decisions is a very mysterious gift, and the people who are the best at using this gift reap the biggest rewards. We can,