Keneipp is a partner and coach at Q4intelligence, driving agency transformation.
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Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.
December 19 -
Producers have limited time to get an employer’s attention and being obnoxious will not work.
November 16 -
While there is no guaranteed answer for success, there are certainly ways to positively influence the process, says columnist Wendy Keneipp.
October 3 -
Advisers must weigh the pros and cons and ask themselves: How badly do I want this?
August 22 -
There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.
July 10 -
To build a strong business, advisers should go after prospects that will be a good fit for their agency.
June 13 -
By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.
May 15 -
Most advisers thinking about business relationships haven’t changed since the days when men ran everything and women were secretaries, says Wendy Keneipp.
March 29 -
As clients’ go-to resource, advisers should provide employers with fact-based analysis of what is and is not included in ACA replacement bill, says consultant Wendy Keneipp.
March 7 -
Focusing on a shared vision and building the culture of a brokerage will naturally lead to a better product, says columnist Wendy Keneipp.
February 9