Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Re-defining life legacy
By Philip E. Harriman"When you have told anyone you have left him a legacy, the only decent thing to do is die at once." - Samuel Butler Of course, this humorous quote is not the type of advice we would ever give our clients, but it does illustrate an increasingly
November 01, 2006
Aspire for greatnessIf you aspire to greatness, how do you know if you are on track? I had an advisor call me recently and ran into another one at a football game, and we discussed goals: where they want to go, what they want to do. They asked me some interesting
November 01, 2006
A star is re-bornLarry started his practice under the tutelage of a renowned branch manager, and in less than four years, this rising star was headlining industry conferences. When his manager retired, Larry decided he wanted to be independent. He engaged us to help
November 01, 2006
Lonely at the topWhether it's you or one of your most revered clients, the words "it's lonely at the top" should be at the top your awareness. Today, and, unfortunately, into the future, the enormous challenges and stresses that CEOs face not only beleaguer their
November 01, 2006
Let clients do the talkingThink television commercials. Essentially they're all about testimonials - people swearing the product being advertised will help consumers make their teeth whiter, make their clothes brighter or make their athletes foot go away. Why are more people
November 01, 2006
Broker-Dealer Network Updates SystemNational Planning Holdings Inc. is trying to simplify Web life for representatives who work with its broker-dealer affiliates.NPH, Santa Monica, Calif., a unit of Prudential ...
November 01, 2006
Remarks by Chairman Ben S. BernankeDelivered before The Washington Economic Club, Washington, D.C., October 4, 2006 In coming decades, many forces will shape our economy and our society, but in all...
October 31, 2006
Perilous paths: the temptations of a financial advisorPressure No. 1 is living beyond your means. You go for the big house, pricey toys and exotic vacations. You wind up with a huge mortgage and a mountain of credit card debt. You start churning client holdings in order to preserve your lifestyle. What