Sales and Marketing

Inside the 2026 Agency Universe Study 

On this episode of Agency Nation Radio, Will Jones, editor-in-chief of Independent Agent magazine, chats with Kristina Witzling, executive vice president from Zeldis Research, to unpack the results of the 2026 Agency Universe Study.

Turning Early Engagement Into Long-Term Loyalty

Wealth inheritors need guidance to fully understand the value and responsibility that comes with wealth. Advisors can facilitate clear communication and education well before wealth transfer.

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