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Having a commoditized sales model no longer works for the average brokerage, rather a laser-focused, client-centric, consultative business will give an agency the edge.
August 10 -
Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.
August 3 -
Working alongside relatives involves honesty, work-life balance, synergies and occasional conflict.
August 1 -
The company’s free trip anywhere in the world with six weeks off could catch the attention of other employers as way to avoid worker burnout.
July 30 -
Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.
July 28 -
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
July 27 -
Weebly’s free trip anywhere in the world with six weeks off could catch the attention of other employers and advisers as way to avoid worker burnout.
July 26 -
To remain relevant regardless of the changes in the benefits landscape or state of the economy, follow these tried and true business practices.
July 21Daymark Advisors -
Michelle Robleto dedicates herself to improving the benefits experience of all those she interacts with, extending client retention and firm stability.
July 20 -
Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien
July 17Daymark Advisors