How to leverage generational diversity in teams
P. Palaveev, in his book “The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm,” says 10% of wealth management firms grow […]
Practice Building
How to develop a financial services practice through strategic acquisitions
Advisors who want to grow and develop their practices typically triangulate their strategies on tried and true marketing, prospecting and referral techniques to bring in […]
Comey picked to keynote LIMRA 2018 Annual Conference
LIMRA announced Monday that controversial former FBI director James Comey will deliver the keynote speech at the 2018 LIMRA Annual Conference this October in New York City.
When technology enables sleazy marketing practices
Guest contributor Jim Tobin (screen name: scottstreet) says while he supports carriers using tech to make the buying process easier for the consumer, he has some real reservations about some of the marketing practices being employed.
3 business benefits a flexible underwriter can deliver
Working with an underwriter that can easily adapt to customer needs and provide access to a strong network of resources can go a long way toward increasing your bottom line.
7 sales pitches that don’t sell
A critical look at seven sales pitches for which the expiration date has come and gone. It’s a good idea for salespeople to make sure their pitches are always fresh, appropriate and effective.
What it takes to be an ‘Agent for the Future’
Safeco recently surveyed 600 independent agents around the country to learn how they agents roles and priorities are changing, what they think will be important in the near future and how they are preparing for tomorrow.
20 ways to make clients feel valued
There are many ways to help clients feel valued – to demonstrate that we not only appreciate their business but we also care about them and their needs. Here are 20 of them.
Industry trade media brands disappearing: A closer look
There were some big changes this week in the life insurance trade media space, including one that marks the official end of the granddaddy of […]
Broker-Dealers: Advisors will retire as a result of the DOL Fiduciary Rule
According to a recent LIMRA Secure Retirement study released Sept. 26, 54% of Broker-Dealers (B-Ds) surveyed believe some of their advisors will retire rather than […]