Daniel Freund

Brokers and their clients can save money with a high-quality, no-cost solution.

Engaging employees is a year-round process that requires constant improvement, says Daniel Freund.

Commentary: Companies must abandon the constraints of how they have done business in the past and instead embrace a new consumer-driven experience from end to end.

Commentary: The key issue with this type of sale is an adviser’s comfort level in selling the products.

Commentary: Three costs to your business that go beyond monetary loss and have a direct long-term impact on client relations.