Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Insurance regulators set capital rules for firms too-big-to-fail
By Maud van GaalRegulators aim to prevent widespread disorderly disruptions to financial markets caused by the failure of large insurers.
November 29, 2014
Is your referral partnership broken?When they work, great partnerships result in great referrals. Here are 3 reasons yours might not be working.
November 28, 2014
Let ‘the one that got away’ go awayIf a reliable revenue stream is what youre after, casting your line for a whopper may prove costly.
November 28, 2014
7 ways to do more with year-end reviewsYear-end client reviews are too often viewed as just another item to check off of an advisors to-do list.
November 28, 2014
Technology is changing the insurance industry, driven by outside influencers, competitionSMA report gives three calls to action to help insurers get started on innovation journeys.
November 27, 2014
How to conduct a "pre"-mortemHate to lose sales? Theres one simple way to prevent it: Conduct an autopsy before your deal is deceased.
November 27, 2014
How to conduct a "pre"-mortemHate to lose sales? Theres one simple way to prevent it: Conduct an autopsy before your deal is deceased.
November 27, 2014
What stresses out advisors most?Snapshot shows a growth in the percentage of advisors who find joy in their work.