Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Never-examined advisors top SEC’s 2014 exam priorities list
By Melanie WaddellDually registered advisors and IRA rollovers will also get heightened scrutiny.
January 09, 2014
Practice makes perfectHave you tried this test lately? A little video can go a long way to improve your presentation skills.
January 09, 2014
Fed briefs Council on enhanced SIFI standardsMetLife SIFIhood still in limbo as it remains in Stage 3 of the designation process.
January 09, 2014
4 compliance tips for leveraging YouTube to grow your businessConsumers want video. Broker dealers want compliance. Here's how to satisfy both.
January 09, 2014
Most successful advisors work in ensemble practicesAmong the most profitable respondents, 40 percent are independents as compared to brokers, PPGAs, exclusives or affiliates.
January 08, 2014
Recession-proof your marketingUse these two steps to prepare for the next downturn.
January 08, 2014
10-3-1 and the One Card System: Al’s gifts that keep on givingAl Granum built his famous prospecting system off a simple truth: The best way to get someone to listen is through a referred lead.
January 08, 2014
An unprecedented opportunityPPACA may be changing markets, but it is also creating opportunities.