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.

Professional-looking man holding a lightbulb

July 18, 2019 | Digital
By Mark Williams

Thriving in the Digital Age, Part 3: Be Different and Consistent

In a world full of brands and businesses, you need to stand out to be noticed. That means being unique and offering something different. But you also need to be consistent in your brand messaging. Let’s talk about both in more detail.

Business man and woman walking down a hallway

March 7, 2019 | Digital
By Mark Williams

Where We’re Headed in 2019

Reviewing where the industry’s at and its trends can help you determine your own direction for 2019. So, here are five of the trends we're referencing as we set our own business goals. Maybe they’ll help you, too.

Someone presenting to a table full of professionals

January 3, 2019 | Digital
By Mark Williams

The Technology that can Change How you do Business

When was the last time you updated your business’s technology? Have you looked at what’s out there that could improve your business? To help you identify some higher-level uses of financial technology, here are several ways new innovations could change and improve your practice.

man and woman looking at a computer screen

November 13, 2018 | Digital
By Ross Kalber

Avoid Cyber Trouble: Keeping Your Digital Presence Safe

A lot of the time, fraudulent and malicious emails and scams appear legitimate on the surface. You may not even know you’re being hacked until it’s too late. To help you protect your digital presence and keep your reputation (and finances) intact, here’s how to avoid being hacked and falling for a malicious email.  

September 4, 2018 | Digital
By Scott Wright

Five Ways to Improve Your LinkedIn Profile Today

Is your LinkedIn doing all it can for you and your business? Social media—especially a business-focused network like LinkedIn—can be a powerful tool for driving interest and even leads, but only if you use it correctly. Follow these five tips to turn your LinkedIn profile into a sales tool.