Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Pay attention to your attention
By Staff WriterKnowing the answers to these questions could impact your sales success more than you can imagine, not only for today but for the rest of your career. In my last column, I shared with you how you could "be in the zone anytime you want" and "double
October 01, 2006
ACLI Asks CFP Board To Keep Rules FocusedThe American Council of Life Insurers is asking the Certified Financial Planner Board of Standards to keep the language in a proposed revision to its ...
October 01, 2006
FPA Describes Proposed Changes To CFP Code Of Ethics As FlawedIn formal comments submitted on September 25 to the CFP Board of Standards, Financial Planning Association President Daniel Moisand said that proposed changes to the ...
September 30, 2006
SEC Revises Intermediary RulesThe Securities and Exchange Commission is giving financial services companies more time to comply with some parts of a new market-timing prevention rule.The SEC has ...
September 30, 2006
Who holds you accountable?When Geoff Horn became a financial advisor 20 years ago, he thought he'd be running the business. He never dreamed the business would be running him. Horn's practice generated close to $500,000 a year in revenue, but he'd been at that level for five
September 30, 2006
Kick your marketing strategies up a notchLike every aspect of a successful business, marketing plans need to be re-evaluated and re-invigorated on a regular basis. If your promotional efforts haven't been delivering the results they once did, perhaps it's time to give the plan a shot in
September 28, 2006
Fitch Updates Hybrid Securities Rating SystemFitch Ratings will be using a single system for rating hybrid securities.Fitch, New York, previously applied separate rules to hybrid securities issued by banks and ...
September 28, 2006
SEC Fines Fund AdministratorA company that sells support services to insurers and other financial services companies has agreed to pay $21.4 million to settle an investigation by the ...