My Practice

Sales and Marketing >>

Tony Walker
The 7 costly mistakes your clients make with their money, Pt. 7: Buying into the anti-annuity hype
Article posted by Tony Walker
While annuities have been around for a long time, there is nevertheless a ton of misinformation about them. Here are misconceptions one through five. Misconceptions six through 10 will be covered in part two of this article.

More from Sales and Marketing

Prospecting >>

Maggie Crowley
Marketing hacks: Is it working or not?
Article posted by Maggie Crowley
Setting goals and measuring your performance is key to any good business strategy, and in marketing it can be used to test whether your current initiatives are reaching the right audience and meeting your goals. Here are three measurements that can determine whether your Web marketing efforts are paying off or not.

More from Prospecting

Social Media >>

Alan Blume
Should you hire a producer without an insurance agency leads program?
Article posted by Alan Blume
Should agencies hire a producer without first implementing an insurance agency marketing and lead generation program? After all, whose job is it to fill the top of the funnel? And has the answer evolved over time, requiring a different response today than it did 10 or 20 years ago?

More from Social Media

Practice Management >>

Ike Devji
An emergency checklist for advisors and clients: essential legal and financial documents
Article posted by Ike Devji
Finding key documents under stress — or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis — is often impossible. This is the list of the most essential legal and financial paperwork that you should be able to lay hands on or instruct others to easily find.

More from Practice Management

Technology >>

AdamC_Johnson
Three key platforms for selling insurance via social media
Article posted by Adam Johnson
Here are the three key platforms for selling insurance via social media, and how best to take advantage of them.

More from Technology