Practice management

Entrepreneurs don’t have it easy. Not only do they have to oversee their own performance, but they have to handle employees and clients as well. Sometimes, the focus can shift from their professional aspirations to personal troubles, hence distracting them from their main task. This often happens when the communication to either employees or clients is not effective. So, what …

Most companies want to support charitable and civic organizations and causes. At the same time, the stream of donation requests can be overwhelming, particularly since no one likes saying no. Plus, the pressure comes from all sides—customers, politicians, employees, friends and associates. Everyone seems to have a favorite charity. And businesses are the most visible targets for support. Like any …

We’re talking technology again—Twitter, LinkedIn, blogs, websites, and social media. In general, technology is simply too important to pass up. Many producers feel that, unless they’re going to be instantly successful, the time and effort associated with bulking up on technology isn’t worth it. They want the quick “secret” to success, but there is no secret. Just use common sense. …

We are in one of the toughest businesses out there, right? Nothing comes easy to an insurance agent anymore, right?  We are all getting too old for the games people play, right? So, we all learn lots of catchphrases and rhetorical sayings. We all believe that if we keep mastering the English language, or whatever language you sell in, everything …

Throughout the nation, there is a silent career killer lurking around the offices of insurance professionals. This killer sucks the life out of goals and aspirations, rendering its victims ineffective. It’s a silent killer, because like cancer, many people who have the condition don’t even realize it exists. What is this formidable enemy? I call it professional attention deficit disorder. …

Feel like you’re simply rearranging the deck chairs on the Titanic? If your career is tanking and you don’t know what to do about it, take heart. There are simple and concrete steps you can take to not only keep your career afloat but also turn it around. Read on, and find out what to do. 1. Identify your “personal …

Why does one business fail while another succeeds? Two businesses with very similar resources, manpower and finances can still veer off in wildly opposite directions. More often than not, it comes down to the entrepreneur that’s guiding a business through various stages towards success. One has to be determined, steadfast, and resolute. Following the top key business success principles also …

In my last article, I talked about the importance of creating an online presence. Specifically, the focus was on personal websites, which today have become even more important than a business card. Think about it. Potential customers utilize the internet every day whether it’s for social interaction, shouting their thoughts to the world, or researching goods and services. They come …

These days, when technology is something people can’t imagine living without, how many Favorites and Icons do we have to keep track of to do business? In this industry, the answer is easily somewhere between 50 and 100 different websites! With so many new carriers providing web access, clients require faster response time, and agents should easily be able to …

Starting out as a financial advisor promises a steep learning curve as you try to learn about how to provide valuable advice while ramping up your business with relentless prospecting at the same time. Fortunately, you don’t have to start out “cold,” and you can avoid many of the mistakes made by financial advisors who have gone before you. If …