Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
12 “types” of millennials you should know
By Lynette GilThese categories will help you get to know your millennial clients or prospects better.
December 16, 2014
NFL revises Personal Conduct Policy. Do you need one for your company?The policy could be a model for any employer that is concerned about its public image.
December 16, 2014
CFP Board Calls First Computer-Based Exams a ‘Success’CFP Board CEO Kevin Keller congratulates those who passed what he called a very rigorous exam.
December 16, 2014
How advisors can be the next disruptorsThree advisor tech gurus, Jud Bergman, Spenser Segal and Eric Poirier, share their perspective at the annual MarketCounsel conference.
December 16, 2014
Eye on Congress, the courts and regulators: 6 questions answeredOringer says the administration is sending mixed signals about how retirement assets should be invested.
December 16, 2014
Building a referral based LTC practiceLearn how to develop a multi-part best practice strategy to avoid being a quote machine.
December 15, 2014
Why metrics give meaning to your value propositionProspects eyes glazing over when deliver your pitch? Some real-world metrics will get them to sit up and take notice.
December 15, 2014
5 Steps to Replicate Your Best ClientsIs there a way to find new clients that are similar to, if not exactly like, your best clients?