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September 21, 2026

PROFESSIONAL DEVELOPMENT

In This Issue

Building Your Business Improvement Plan

June 2, 2026 California Broker Magazine

Email Facebook LinkedIn Print  PROFESSIONAL DEVELOPMENT By Daniel C. Finley Have you ever wanted to take your business to the next level, but didn’t know where to begin? I’ve had this conversation with financial advisors […]

Insurance Insider Newsletter

The Four Industry Trends That Threaten Traditional Health Brokers

February 21, 2024 California Broker Magazine

LOOKING FORWARD The Four Industry Trends That Threaten Traditional Health Brokers And how to address them PART ONE OF THREE Nelson Griswold Traditional health brokers are facing an existential threat from trends born largely out […]

In This Issue

FINDING MEANING IN THE DEAL

February 7, 2024 California Broker Magazine

PROFESSIONAL DEVELOPMENT Letters On Integrity: By Russ Williams “What man actually needs…is the striving and struggling for some goal worthy of him. What he needs is the call of a potential meaning waiting to be […]

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Four Strategies to Become Irreplaceable

November 1, 2023 California Broker Magazine

    PROFESSIONAL DEVELOPMENT Four Strategies to Become Irreplaceable Real connections can translate to referrals BY BILL CATES Read more → _________________________________________________________________________________

Insurance Insider Newsletter

Is AI Going to Replace Brokers

July 26, 2023 California Broker Magazine

Will Agents Be Replaced By AI? Artificial Intelligence (AI) offers a wide range of opportunities for insurance agents to transform their businesses, boost productivity, and gain a competitive edge. In this episode of The Broker […]

Insurance Insider Newsletter

‘Losing Hurts Worse than Winning Feels Good’

July 19, 2023 California Broker Magazine

PROFESSIONAL DEVELOPMENT  A Broker’s Playbook to Win Every Game!  Why and how the SIGNIFICANT always  finish strong  By Dan Clark To me, a broker is a head football coach/ on the field quarterback who both […]

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California Broker Magazine September 2026

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