Compliance is a critical function for MGAs, AGAs and insurance advisors. However, maintaining compliance can be cumbersome and time consuming in an environment of increasing...

The insurance industry is undergoing dramatic changes as it embraces the use of artificial intelligence (AI).  We are now very close when AI-enhanced digital processes...

With advisors increasingly being held to higher standards, it is imperative for them to be transparent in order to build trust with their clients. In...

Financial advisors often make common mistakes that can lead to client dissatisfaction and/or loss of business. These mistakes are due largely to a lack of...

The Know Your Client (KYC) questionnaire is one of the primary tools used by advisors to determine the suitability of investments made on behalf clients,...

Engage your audience and deliver your message with confidence. Making effective presentations to clients and prospects can be an excellent way to demonstrate your credibility...

Videos are efficient marketing tool. They are effective, memorable and shareable​ Video is a powerful educational tool that should be an integral component of your...

Tips to Grow Your Business through Referral Your existing clients can be a rich source of new clients. As a matter of fact, most financial...

Practical Tips for Remote Working Working remotely has become the new normal for advisors. While some  advisors are already accustomed to working remotely, others are...

Client Engagement Series #3 It might seem logical that the more contact you have with your clients, the happier they will be with you. But...