Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The honeymoon phase
By Maribeth KuzmeskiThe first six months of your new client relationship is the ideal time for referrals. Get the most out of your happy union by communicating regularly.
March 10, 2014
Warren Buffett wisdom to take to the graveWarren Buffett wants 90 percent of the cash his wife will inherit in the S&P 500 index; the remaining 10 percent in short-term bonds.
March 10, 2014
The big secret to getting client referrals—and you'll hate itYou might think these six steps are silly or beneath you, but believe me, they work.
March 10, 2014
Northwestern cuts ‘frothy’ stocks as Joelson seeks private dealsNorthwestern Mutual Life Insurance Co. is turning to property investments and private deals after scaling back from stocks during last years rally.
March 10, 2014
Optimize that tweet, part 1You know how to optimize your Facebook and LinkedIn accounts. But have to taken the time to optimize your Twitter account? Here are 3 great tips.
March 09, 2014
Honesty sells the best policyYou know how best to serve your clients. Putting your own interests ahead of theirs can have far-reaching consequences and cost you in the end.
March 08, 2014
Defuse those dreaded sales objectionsYou cringe when prospects bring them up, those sales objections that are so often your undoing. Next time, tackle them head on so you can take away their power.
March 08, 2014
PIABA: FINRA withholding critical 'red flag' informationIt's time to release FINRA and state disclosures to the public, according to a recent study by PIABA, which cites FINRAs BrokerCheck as deleting critical information for investors.