Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
5 ways advisors can win affluent millennials’ affection
By Emily ZulzA new study from LinkedIn finds that social networks are central to affluent millennials financial decision-making process.
July 21, 2015
Driving top-line growth through customer satisfactionAn experienced account management team is well positioned to execute for customers and grow their business.
July 21, 2015
Follow-up call finesseCalling to touch base is a waste of time and your prospects know it. Give them something of value instead.
July 20, 2015
FINRA blasts DOL’s fiduciary redraft as ‘fractured, confusing’In its 21-page comment letter, FINRA tells DOL to modify its plan so that BDs do not abandon small accounts.
July 20, 2015
Lion Street: Aiming to become king of the producer group jungle?Lion Street is fast-approaching a tipping point: a doubling of the company's national footprint and revenue.
July 20, 2015
Obama adviser Obstfeld appointed as IMF’s next chief economistMaurice Obstfeld, a member of President Barack Obamas Council of Economic Advisers, will become the International Monetary Funds chief economist in September.
July 20, 2015
Credit Suisse cites impact of fiduciary rule on insurersThe comment period on a regulation proposed by the DOL that, if imposed in its present form, would have a sweeping impact on insurers, closes today.
July 20, 2015
The real value of networkingIf youre not getting much out of your networking efforts, chances are youre going about it all wrong.