Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
7 ways to move forward when a prospect doesn't call back
By Wendy WeissYour proposal is ready to go, but your prospect has pulled a disappearing act. Before you give up, here are 7 steps you can follow.
October 01, 2015
America is changing. Are advisors ready?Big shifts in the U.S. population will challenge advisors assumptions about planning and may well lead to a change in the demographics of their clients.
October 01, 2015
Wagner bill halting DOL fiduciary rule passes House panelWagner said the DOL rule would bring "unintended or possibly intended" consequences to retirement savers.
October 01, 2015
Family wealth advisors struggle to price their servicesStudy finds increased longevity, more complex taxes complicate needs of wealthy families.
October 01, 2015
FINRA says it gave failing grade to 208 test takers by mistakeThe Financial Industry Regulatory Authority mistakenly gave failing grades to 208 candidates for the Series 24 exam.
October 01, 2015
Top challenge for advisors: reigning in emotional clientsAdvisors view clients' rash investment decisions as potentially damaging to their businesses and their clients.
October 01, 2015
12 of the best retirement TV adsFrom the sensitive to the funny, these TV commercials do an excellent job educating their audience about retirement.
October 01, 2015
Fear of giving away too much advice online?Here are 5 ways that "spilling your candy in the lobby" digitally can help you win that prospect.