November 22, 2013
Independent advisor vs. captive agent: The unlocked truth, Pt. 2
Just as Icarus believed flight had no limits, many captive agents view independence as a soaring opportunity. But they quickly find that the dream has flaws. However, for the right person, the benefits of independence can be as thrilling as Icarus's early moments in the air.
October 22, 2013
Captives vs. independents: The unlocked truth, Pt. 1
“The chains that bind us the most closely are the ones we have broken,” wrote Argentinian poet Antonio Porchia. This is especially true for captive agents, who often believe their business model imposes conflicts of interest. Some look enviously at independent advisors who they believe can sell whatever they want.
September 18, 2013
Mentoring magic: give back to get ahead
I would not have succeeded in the insurance business had it not been for Mike, my very first sales manager. Here are just a few of the things Mike taught me.
September 4, 2013
Non-compete agreements: keep or break?
Remember that your reputation is fragile. All it takes is one bad decision to smash it.
August 2, 2013
When advisors churn, clients burn
Churning has been with us forever. Yet despite compliance departments’ diligent efforts, advisors continue to succumb to its allure.