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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.


November 12, 2019 | Brand
By John Vogelaar

It’s Time for a Year-End Financial Review and New-Year Plan
As 2019 ends, it’s helpful to pause, take a step back, and view where your business is at and where it’s headed. Think of it as a time of reflection. As you do that, here are some helpful tips to keep in mind.  

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Professionals around a meeting table discussing a chart

October 15, 2019 | Brand
By Scott Wright

Don’t Make These Marketing Mistakes
Your marketing is one area where it’s important to be very thorough and detailed. Mistakes can hurt your business’s reputation and credibility. As you make marketing decisions to help grow your business, keep these common mistakes in mind, so you don’t fall into any of these traps.

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Person using a calculator on an office desk

October 8, 2019 | Brand
By John Vogelaar

Demystifying Cash Flow
Cash flow is one of the key signs to determine how your business is doing. Let’s break it all down to explain what cash flow is and why it’s important to examine month to month.

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Professional-looking man leaning against a countertop

October 1, 2019 | Brand
By Brian Aukes

Find Your Niche
You may have a problem. If you’re marketing to every single person in your area, you might be setting yourself up for failure. By trying to reach everybody, you end up engaging fewer people. The remedy? Find a niche.

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Family with three different generations all together

September 26, 2019 | Sales
By Mark Williams

The 5 Generations You Might Meet With
All of your clients fall under one of these five generations: baby boomer, Gen X, Gen Y, millennial, or Gen Z. Understanding who the generations are, how they differ, and how they act can help you more effectively connect with them and meet their financial goals.  

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