As a financial planner or insurance agent, you know it’s extremely important to track every expense you incur. Every penny must be tracked within a very highly-regulated industry. Many firms even have limits on what […]
With so much power at our fingertips modern technology has made life more convenient than ever before. Say your client is overseas and forgot to pack socks. They don’t need a car to run to […]
Over the last decade ensuring healthcare needs will be met in retirement has become one of the top priorities for clients of financial professionals. This reflects growing awareness that health-related costs – Medicare, […]
Brokers can help their clients recognize real savings with reference-based pricing The California health insurance market hasn’t changed much over the past 25 years for employers. During this period, the big insurance carriers have dominated […]
Like last month’s article, this is for those of you who use slides when giving presentations. Good slides can enhance your talk. Bad ones can undermine it. For the sake of your audience, strive to […]
Intelligent Customer Relationship Managercan take your business to the next level By Adam Edmonds Every business and industry has different needs and, in the age of the customer, you need a customer relationship manager (CRM) […]
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