CompleteMarkets Editor

Articles authored by CompleteMarkets Editor


The Client-Focused Practice — It’S All About People

This content has not been rated yet.

CMEditor
THE CLIENT-FOCUSED PRACTICE ITS ALL ABOUT PEOPLE by Michael Lovas During months of extensive research into what makes an advisor succeed, were discovering several si...

The Cluster Option: A Short Survival Guide

This content has not been rated yet.

CMEditor
THE CLUSTER OPTION: A SHORT SURVIVAL GUIDE by Catherine Oak and Bill Schoeffler Merger, acquisition, or clustering - that is the question. ...

The Consultant Contract

This content has not been rated yet.

CMEditor
THE CONSULTANT CONTRACT by Paige Proctor So you decided to hire a consultant. You received the proposal and liked what it said. You then checked the references and decided to move the propos...

The Cost Of The Competitive Advantage

This content has not been rated yet.

CMEditor
THE COST OF THE COMPETITIVE ADVANTAGE by Diane Herbert and Pamela Millard 'Hiring, retaining, and developing great people is the biggest challenge and single greatest key to the su...

The Customers Of An Independent Insurance Agency

This content has not been rated yet.

CMEditor
THE CUSTOMERS OF AN INDEPENDENT INSURANCE AGENCY by Gary Holgate As a consultant, the first questions I ask agency owners concern their customers. This provides me with a feel for the agency and...

The Decision And The Questions

This content has not been rated yet.

CMEditor
THE DECISION AND THE QUESTIONS by Mike Manes IMMS Consultant Mike Manes strives to facilitate change, communication, learning, and positive results. To that end,...

The Definition Of Insanity: Does It Apply To Your Agency?

This content has not been rated yet.

CMEditor
THE DEFINITION OF INSANITY: DOES IT APPLY TO YOUR AGENCY? by Becky Lathrop It has been said that lsquo;attitude will be the deciding factor in your failure or success. ...

The Digital Economy: What's in it for Agents and Brokers?

This content has not been rated yet.

CMEditor
In the realm of technology, Don Tapscott, keynote speaker for ACORD Technology Conference '97, holds the crystal ball. His book, The Digital Economy, has influenced the direction of automation in the corporate world. Excerpts from an interview with Tapscott, published in In ACORD magazine, follow.

Today we are witnessing the early, turbulent days of a revolution as significant as any other in human history. A new medium of human communications is emerging, one that may prove to surpass all previous revolutions, including the printing press, telephone, television, computer, in its impact on our economic and social life.

The Do’S And Don’Ts Of Bylined Articles

This content has not been rated yet.

CMEditor
Getting your name in print in industry publications can result in credible publicity for you and your firm. Whether you’re a seasoned pro or never been published, you’ll get useful tips in this document by Henry Stimpson.

The Do’S And Don’Ts Of E-Marketing

This content has not been rated yet.

CMEditor
Follow these guidelines to develop a comprehensive, effective e-marketing program.
With spam at epidemic levels and phishing and virus attacks threatening the industry, e-marketers face the challenge of getting their messages through to the right audience, while following e-mail marketing best practices.
Although many of the principles that govern print and broadcast media apply to e-mail, e-marketing has its unique set of opportunities and pitfalls. Here is a list of do’s and don’ts to consider:

Search Articles/Libraries 
Select a Category
Choose a Content Package