Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
DOL rule could be bad for advisors dabbling in retirement plans
By Warren S. HerschNearly 4 in 10 emerging retirement specialists want to make DC plans a bigger part of their practices.
September 22, 2015
What retiring clients need from advisors (that robos don't do)Clients and prospects need help planning for rising health care costs and dealing with Social Security issues, expert says at RIIA event.
September 22, 2015
One key trait that makes the best leaders betterLeaders demand more because they know that exceptional behavior and extraordinary effort heals.
September 21, 2015
4 time management strategies to turbocharge your practiceSuccessful time management strategies can boost efficiency and create new growth potential for your practice.
September 21, 2015
Garnering an outsize market share: retirement specialistsIn 2014, 401(k) assets grew 10 percent to nearly $4.7 trillion, or 90 percent of the $5.2 trillion DC market.
September 21, 2015
4 key elements to building your insurance agency prospect listAre you complaining that your list is outdated, inaccurate and has no email addresses? Then you need to follow these tips to improve it.
September 21, 2015
4 key elements to building your insurance agency prospect listAre you complaining that your list is outdated, inaccurate and has no email addresses? Then you need to follow these tips to improve it.
September 18, 2015
On the horizon: tech gains that enable cradle-to-grave planningTechnology will further empower advisors who have strong, relationship-based businesses, says Rao.