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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.


August 15, 2019 | Leads
By Mark Williams

How Baby Boomers, Gen Xers, and Millennials Approach Retirement
There are three generations in the workforce right now: Baby boomers, Gen Xers, and millennials. You’re probably going to interact with all three generations, so it’s helpful to know what makes each of them tick financially. Let’s go through each one.

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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. 

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