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Practice management

Bulletproof Your Practice: Lawsuit Defense 101

Bulletproof Your Practice: Lawsuit Defense 101

Insurance agents and agencies are increasingly being targeted by trial lawyers with errors and omissions lawsuits – the financial equivalent of the malpractice claim. According to data from Demotech, Inc., 28.4 percent of sampled agencies reported having had an errors and omissions claim within the last five years – up from 22.8 percent of respondents the year before.  Use your …

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Protection from Lawsuits – Errors and Omissions Insurance Basics

Protection from Lawsuits - Errors and Omissions Insurance Basics

In the financial services sales world, the threat of a lawsuit is just part of the cost of doing business. Insurance agents and financial advisors expose themselves to the threat of a lawsuit almost every time they put pen to paper – and even the most dedicated and knowledgeable agent isn’t immune. Lawsuits typically arise out of miscommunications, which can …

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Adapt, Implement and Thrive: Four Imperatives for 21st Century Marketing

Adapt, Implement and Thrive: Four Imperatives for 21st Century Marketing

Adaptation. ad·ap·ta·tion. –noun. a slow modification of individual and social activity in adjustment to cultural surroundings. In the financial advisory business, it’s all about prospecting—and prospecting rapidly changes. Your ability to adapt to an ever-changing market is what differentiates the wildly successful from the moderately content. So what do you need to be doing, in today’s market environment, to not …

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Make It Easy: The Fundamentals of Web Site Marketing

Make It Easy: The Fundamentals of Web Site Marketing

There aren’t many guarantees in this business. The products might have guarantees, but does anyone guarantee you results on a mailing? Results on a given appointment? Results on a lead? No. But there is one thing I can guarantee: We live in the world of the Internet; and customers will begin and end their research online. And when they do, …

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