Marketing and Lead Generation
Insurance lead generation news and tips, including strategies for using technology, outside vendors, and data analysis to improve lead generation efforts.
4 Causes of Advisory Firm Breakups—and How to Prevent Them
By Thomas D. GiachettiOver the past 20 years, I have been involved in countless disputes and litigations adversely affecting the owners of small, closely held advisory firms.
September 07, 2012
6 Apps To Keep You OrganizedPaper pads, sticky notes and day planners are sooo two years ago. If you've got an iPad, all you'll need is one, or more, of these apps.
August 30, 2012
How to Follow Your Favorite CompanyA new LinkedIn feature helps keep you in the loop.
August 07, 2012
The man with the 9/11 tattoo (New Yorker)Wade Michael Page was the only shooter in the temple, but Oak Creek authorities are looking for a person of interest who was in the crowd around the temple filming people.
August 01, 2012
Mark Pruitt on 4 Promises to Make ClientsAdvisor of the Year finalist Mark Pruitt talks about four promises he and his team make with each and every client.
August 01, 2012
3 Common Sales MistakesThe top three blunders salespeople make and how to avoid them.
August 01, 2012
3 Common Sales MistakesThe top three blunders salespeople make and how to avoid them.