Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The single most important step in asking for referrals
By Bill CatesIt's a question that must be asked in order for your practice to grow: How much value are you delivering to your clients?
August 04, 2014
The tax planning tip that will prove an advisor's worth in 2014The otherwise sensible retirement income-planning strategies employed by even the most tax-savvy advisors can create liability where none existed before.
August 04, 2014
What Hogwarts and the Advisor Network Summit have in commonOne is imagined; the other one is happening August 13 to 15 at the Venetian in Las Vegas. Yet they're not as different as they may appear.
August 04, 2014
Advisors: Don’t use ‘style’ as an excuseSome salespeople use style as an excuse for fear or weakness. But theres only one style worth cultivating: creating value for your clients.
August 03, 2014
An e-newsletter? 6 reasons why you need oneSocial medias in a constant state of flux, but there is one marketing tool that has never gone out of style: the trusty e-newsletter.
August 02, 2014
When customer service means saying noIt takes confidence to recommend the competition. But if youre not the right person for the job, you owe it to your prospects to refuse them.
August 01, 2014
Never call “just to follow up” againYouve made contact, sent information and now nothing. Instead of wondering when youll hear from your next prospect, try this approach.
July 31, 2014
GAO urges stricter regulation of managed accountsImprovements can be made to better protect participants in managed accounts, the GAO says.