Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
UNIFI Unit Organizes Branding Initiative
By Staff WriterAmeritas Group has introduced the "OURS" branding program.The OURS campaign will affect the company Web site and the way employees answer the telephone as well ...
December 01, 2006
Insuring your wealthRecent studies have found that the opposite is true. Research by the AARP found that more than 80 percent of Baby Boomers have not received an inheritance. Many Baby Boomers do not even expect to receive a significant inheritance. This is due in
December 01, 2006
Re-brand yourself to target core clientsSomeone from the Midwest called me and asked, "how do you actually promote yourself or promote a specific image which you want to be associated with?" This is the $64,000 question. I am very particular about my image and that of my company. That's
December 01, 2006
Three no-fail ways to boost referrals for your businessAnd of course, one of the best ways to build your client base is through referrals. But if you're like many financial advisors, you're not quite sure how to persuade current clients to regularly offer them up. The good news is that if you provide
December 01, 2006
Are you prepared for what's next?As I take my leave of the managing editor position at SMA, something I can offer to advisors is a view from the outside from someone who's been privy to the inside. This is an industry with the potential for advisors to do great things. Giving
December 01, 2006
The biggest risk to the planThere is good news and bad news on the retirement planning horizon. On the positive front, people are beginning to think about retirement planning at earlier stages of their careers. According to a recent study, U.S. workers are now first
December 01, 2006
Integrating marketing, sales and serviceThe following is based on one of The Covenant Group's clients. All of the names and telling details have been changed to preserve client privacy. When I first met Corey, he had all the tools to be a great financial advisor. All he needed was a
December 01, 2006
TV exposure can make you a starOne very distinctive way to have people get to know the person behind the profession is to be featured on television. And the ever-popular morning news segments could be just the venue. Gannett is one broadcasting group, and as Mark McIntosh,