Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Your top 4 excuses for not following up (and how to overcome them)
By Sandy SchusselA fear of rejection comes with the territory when youre in the business of selling but its one fear you can conquer.
August 14, 2015
A re-cap from the 2015 Advisor Network SummitHere's a collection of Tweets with what you missed.
August 14, 2015
12 best practices to transition to the new fiduciary standardHave you had enough back and forth on the impending revision to the DOLs fiduciary standard for retirement advisors?
August 14, 2015
Witness says brokers try to pass themselves off as fiduciariesTestimony details retiree horror stories during hearings on DOL fiduciary rule.
August 14, 2015
Using behavioral economics in underwritingIn underwriting, the ability to obtain accurate health information from an applicant is paramount. Using behavioral economics helps.
August 14, 2015
SEC rules to expose highest executive pay seen as easily gamedWhen the U.S. adopted a new rule last week forcing companies to show how much more top executives earn than workers, regulators noted theres leeway.
August 14, 2015
Will a drone replace you in your practice?Before adding one more person to our team, we asked ourselves, Is there another way to get this work done without adding someone?
August 14, 2015
Investing is hard—it's harder if you're stupidHordes of behavioral researchers have gone out of their way to show just how inexpert the investing public really is.