Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
3 teamwork lessons for advisors from a navy SEAL boot camp
By Michael J. de WaalWorking in the life insurance industry isnt hazardous to life and limb, but it is a team endeavor.
December 03, 2015
CEOs losing confidenceJust one third of CEOs believe their organization has the resilience to succeed.
December 03, 2015
More retirement plan recordkeepers offering mobile appsThe retirement provider industry lags the larger financial services sector when it comes to advances in technology, but plan providers are quickly closing the gap.
December 02, 2015
32 goals for insurance advisors in 2016Both personally and professionally, your fellow advisors have some creative ideas on how to live well in the year ahead.
December 02, 2015
7 ways to make your clients' portfolios tax efficientHere are a few strategies to reduce income taxes as the year end approaches.
December 02, 2015
9 essential strategies to NOT let your sales die onlineYour prospect insists on checking out your recommendation on the Internet... What do you do?
December 02, 2015
Meet the "anti-technology" technology advisorAdvisor Joel Johnson has found a way to build a technology-based insurance practice that is still very, very high-touch.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.