Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
A brave new world
By Paul WilsonThe rise of the robo-advisor and other forms of technology within the financial services industry seems more inevitable each day.
November 26, 2014
The people whom they serveWith all things, there must come change, and today, that change is my departure.
November 26, 2014
My 13 favorite storiesBefore I leave, I'd like to share my 13 favorite stories with you. Thanks for reading!
November 26, 2014
For "Professor Coffin"Bill Coffin leaves his mark on me and the entire insurance industry.
November 26, 2014
Insurance & tech: 3 mistakes to avoid when choosing a CRMHere you will find best practices for choosing a CRM to help advisors make the right investment for their practice.
November 25, 2014
Video marketing is the futureIf you want your website visitors to stick around, try adding some video to turbo-charge your prospecting efforts.
November 25, 2014
Video marketing is the futureIf you want your website visitors to stick around, try adding some video to turbo-charge your prospecting efforts.
November 25, 2014
Turkey time: 4 year-end review strategiesThe days of egg nog and tinsel should also be days for looking deep into files -- and far ahead.