When it comes to fiduciary liability exposures, it appears that clients could be in the dark. A recent survey by Travelers took a critical look at agent perceptions about their clients’ fiduciary liability knowledge. More than 250 agency professionals wei
During the past few years, my wife Mary and I have been traveling around the country visiting with state boards and executives. In just about every state we’ve visited, the issue of attracting new members and retaining existing ones has been an issue.
Schedules have changed, messages from angry customers and a text from a daughter or son who needs the homework that was sitting on the kitchen table. The problems can feel overwhelming and ruin your day and mood, which can affect those around you and your
We all know the power of first impressions. How people perceive us during the first few seconds of an encounter has a major influence on whether they will trust us, be attracted to us and our brand. To create a positive first impression, we need to know h
These days, it seems that the words “business” and “change” go hand-in-hand. From dealing with regulatory changes and economic shifts to responding to new customer demands and emerging technologies, sudden and externally-mandated changes affect organizati
It’s not easy determining the strategic direction of an independent insurance agency these days. First, the soft market for property-casualty insurance has persisted longer than anyone had anticipated, although the recent spate of storms and worldwide dis