Skip to main content Skip to footer
Toggle navigation
Call Us


Agency Builder Insights


When you’ve been in the industry since 1983, you learn a few things about marketing, sales, and building businesses. That’s why we created Agency Builder Insights: your one-stop source for the latest on issues from keeping compliant and generating leads to building a more efficient business.


May 16, 2019 | Brand
By Mark Williams

If Practice Makes Perfect, Practice More
Sometimes an intimidating challenge is exactly what you need to keep yourself growing and humble. So, here’s why practicing the hard things is important in your day-to-day work life, and how to do it effectively.

Read More

Professional man talking to others around him

May 14, 2019 | Sales
By Josh Gettler

4 Sales Traps and How to Avoid Them
Over time, it can be easy to get sidetracked and develop habits in the sales process that may be hindering your effectiveness and sales delivery. To help get you back on track, here are four common sales traps and how you can avoid them.

Read More

Someone filling out their calendar

May 2, 2019 | Leads
By Mark Williams

7 Ideas to Keep Your Calendar Filled Every Week
Sometimes, there are days when you have more time, and your calendar isn’t as busy. What do you do? Here’s an option: fill it back up with time-focused initiatives that can help you accomplish your goals. If you want to keep yourself productive and focused, try out these seven ideas. 

Read More

Two clients meeting with a financial professional

April 30, 2019 | Compliance
By Rocky Robbins

The Problem of Too Much Talk
It starts off like every other client meeting. You’re talking about a life insurance policy or annuity that might be a good fit for their retirement strategy. Then, they have questions about their IRAs and mutual funds. This is where the line is drawn between staying on the right side of regulations and stepping into trouble. What should you do?

Read More

Professional-looking man communicating to his co-workers

April 25, 2019 | Brand
By Mark Williams

5 Ways to Communicate Bad News Well
As a leader, delivering bad news is a necessary part of business. Perhaps you need to fire someone, announce a legal issue, admit a mistake, or tell someone something you know they’re not going to like. To communicate bad news well, try using these five tips.

Read More