Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Building Leaders, Not Just Headcount
By John RobertsA top field officer has ideas for developing the next generation of advisors.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 12, 2026
Life Insurance Needs a Market Conduct Standards Supplement, Consumer Rep SaysRichard Weber says one reason is to avoid bringing on the kinds of tax changes made in 1988.
August 12, 2026
10 Principles of Time Management for AdvisorsEven as technology might make things easier for financial professionals, discipline and structure are still required.
August 11, 2026
PRO
Meet the Middle MarketNational Life Group CEO Mehran Assadi looks at the art of building a big business, one small account at a time.
August 11, 2026
American College Introduces DAF Designation ProgramThe inaugural Donor-Advised Fund Certified Professional coursework begins Sept. 1.