Building Your Business

Practice Management

What is the lifetime value of your clients?

June 15, 2016 Dwarka Lakhan
IAP calls on regulators to eliminate embedded compensation
Practice Management

Change the insurance conversation with a capital wants analysis

June 15, 2016 Jim Ruta
Change the insurance conversation with a capital wants analysis
Practice Management

Stuck in a rut? These tips can help you get out

June 14, 2016 Dwarka Lakhan
Practice Management

Five keys to retaining top clients

June 13, 2016 Dwarka Lakhan
Special Reports

Three things to consider when selling your book

June 13, 2016 Dan Richards, Ellen Bessner
Three things to consider when selling your book
Sales & Marketing

Deliver compelling content

June 10, 2016 Dwarka Lakhan
Lifecos have work to do on their websites, Forrester’s study finds
Practice Management

Preparing your practice for succession

June 9, 2016 Dwarka Lakhan
Practice Management

Don’t go prospecting — prospect as you go

June 8, 2016 Jim Ruta
Don’t go prospecting — prospect as you go
Practice Management

How to increase your share of wallet

June 8, 2016 Dwarka Lakhan
For Your Clients

Defining the terms: Part 2

June 8, 2016 IE Staff
Practice Management

Succession planning: Are you emotionally prepared?

June 7, 2016 Dwarka Lakhan
Working with grieving clients
Client Communications

Make discovery an ongoing process

June 6, 2016 Dwarka Lakhan
Advice needed on retirement income strategies, report finds