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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.


December 20, 2018 | Loyalty
By Mark Williams

Solving the New-Talent Riddle to Effectively Recruit Financial Professionals
New financial professionals are the lifeblood of a growing agency. But how do you find new professionals, and how do you keep your pipeline of prospects full? To help you navigate through the tight labor pool and the looming workforce shortage to effectively recruit financial professionals, use these five tips.

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Professionals sitting around a table

December 6, 2018 | Loyalty
By Mark Williams

How to Retain Your Top Financial Professionals
One of your top financial professionals just told you that they’re leaving to partner with another agency. What do you do? How can you stop this from happening? While people leaving isn’t entirely avoidable, there are certain things you can do to help retain your top financial professionals. Here are a few...

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Man writing thank you on a glass wall

November 27, 2018 | Loyalty
By Roger Davenport

5 Creative Ways to Thank Your Clients
To stay compliant, you’re not able to send certain types of gifts to clients. This poses a problem: what should (or can) you send them? You still want to thank them for their business, right? Switch it up and get creative by using these five ways to thank your clients.  

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two men at a coffee table, smiling

October 9, 2018 | Loyalty
By Kelly McCarty

Ace Your Next Negotiation
Whether it’s with vendors, business partners, or potential employees, you have to be ready to negotiate and come to an agreement that both sides can be happy with. Overcome your nerves and negotiate successfully by following these five rules.

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