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2017: The Year Digital Marketing Delivers on Its Promise

Digital marketing allows you to target your message to specific prospect groups as well as allows for speed and flexibility.

January 2017 |  Read Article

Googleproof Your Reputation by Managing Online Reviews

Today’s consumers want to see online reviews of a company before committing to doing business with it. The strength of those reviews can make or break your reputation.

December 2016 |  Read Article

Five Steps to Heading Off a Potential Lawsuit

Conducting sales practice reviews can minimize legal exposure for insurers and agents alike.

November 2016 |  Read Article

How Principals Prepare for Takeoff

Principals decide when and how to transition from their agencies.

October 2016 |  Read Article

The Blue Ocean Strategy to Growing Your Practice Tenfold

By putting the concept of “value innovation” to work, you can deliver an unparalleled client experience and render your competition obsolete.

September 2016 |  Read Article

Top 5 Reasons to Walk Away From a Client

Sometimes it’s just not worth holding on to a relationship that is not salvageable. Here are some scenarios when it’s all right to fire a client.

August 2016 |  Read Article

OK, I’m on LinkedIn — Now What?

With 400 million users, LinkedIn is a giant database just waiting for you to slice and dice to find the right prospects and turn these online connections into clients...

July 2016 |  Read Article

Why Good People Underperform

Here are the root causes of why employees don’t get the job done, and what you can do about it...

June 2016 |  Read Article

The Wrong Executor Can Destroy Even the Best Estate Planning

It’s not enough to help your clients plan for their estate. Help them avoid making a disastrous executor choice...

June 2016 |  Read Article

Try to Avoid Using the ‘R’ Word

Prospects frequently are put off by the word “retirement” and its negative implications. Here is how you can encourage clients to achieve more in the post-employment phase of their lives.

May 2016 |  Read Article