Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Millennials aren’t meeting their match (in 401(k)s)
By Marlene Y. SatterAlmost 40 percent of younger millennials arent meeting the threshold for a company DC plan match.
November 17, 2014
6 steps to using social media to build your advisory businessHow do you make sure you engage with your social media audience as they comment and respond to what you are sharing?
November 17, 2014
Top 9 investor threats for 2015: NASAAState regulators release their annual list of emerging as well as persistent threats facing investors in the coming year.
November 16, 2014
10 goals for marketing successBefore you start shelling out for marketing, make sure you set down clear goals for what youd like to accomplish.
November 15, 2014
Sales 101: Don’t tick ‘em offIf youve got a hot lead, dont squander your opportunity by ignoring your prospects unique situation.
November 14, 2014
What makes you different?In a crowded field, it can be tough to stand out. Here are 11 questions to help you figure out the ways your firm is unique.
November 14, 2014
4 millennial trends that should matter to youDid you know that by the year 2020, millennials are projected to spend $1.4 trillion annually and comprise 50 percent of the U.S. workforce?
November 14, 2014
3 end-of-year focus areas for employee benefit plan administratorsWhile many important functions of employee benefit planning are typically completed well in advance of the end of the year, there are a few important matters that still require attention.