CompleteMarkets Editor

Articles authored by CompleteMarkets Editor


THE CARDINAL RULE OF E-MAIL NEWSLETTER MARKETING: DON'T BE RUDE by Patricia Czech Focus on your e-message and its relevance to your readers when reaching out to them. The ...

The Challenge Of Change

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THE CHALLENGE OF CHANGE by Mike Manes A body at rest tends to remain at rest. Is it just human nature to resist change? Mike Manes examines this issue as it applies to independent agenc...

The Changing Insurance-Distribution Landscape

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THE CHANGING INSURANCE-DISTRIBUTION LANDSCAPE by Bobby Reagan and Jim Campbell For years, little changed in the distribution of insurance other than the gradual shift of market share in the Per...

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

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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

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

The Consultant Contract

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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

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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

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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

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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?

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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. ...

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