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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.


October 22, 2019 | Compliance
By Rocky Robbins

Social Engineering: What it Means and How to Protect Yourself
Do you know what social engineering is? Understanding how it works and how you can prevent becoming a victim of one is crucial in protecting yourself and your clients’ information.

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Financial professional talking with two clients

September 3, 2019 | Compliance
By Rocky Robbins

Advertising in the Social Media Space
Are you currently using social media? Whether you’re microblogging, video sharing, or social networking, you’re advertising yourself and your business. It’s important to remember that regardless of the medium, if you’re talking shop, it’s considered advertising.

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Professional men and women sitting and talking at a table

July 23, 2019 | Compliance
By Rocky Robbins

Disparaging as a Sales Practice
It might be tempting to try and sway a prospect's or client's opinion of another financial professional. But taking this approach can put you on the regulators’ radar. Whether direct or indirect, disparaging a competitor is becoming more prevalent in the insurance industry.  

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Financial professionals meeting with clients

May 21, 2019 | Compliance
By Rocky Robbins

How to Deal with Client Complaints
It’s likely that you’ll have to deal with an upset client. If it's serious enough, they could decide to file a complaint with either the carrier or a state insurance department. So, what should you do when a complaint gets filed? Let's take a look.

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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?

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