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CompleteMarkets Editor
Articles authored by CompleteMarkets Editor
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TURN YOUR CLIENTS INTO WORD-OF-MOUTH MACHINES by Bill Cates I just conducted a special referral boot camp for a group of about 50 highly successful financial advisors. (I mean highly succ...
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TWELVE GOOD EXCUSES FOR SENDING A NEWS RELEASE by George Nordhaus 1) Your agency has a birthday-an anniversary of its founding. 2) Someone new is hired, or you promote s...
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TWO CLAIMS SCENARIOS SHOW VALUE OF ELECTRONIC PROCESSING by Sharon Cunningham If you have any doubt about your automation systems ability to improve your agencys claim...
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TWO FUNDAMENTAL CHALLENGES FOR AGENCIES by Chris Burand How well is your agency developing quality producers and how effective is your management? Successful agencies fac...
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TWO OFTEN-OVERLOOKED E&O EXPOSURES by Chris Burand Chris Burand identifies two exposures that many agencies are failing to guard against because theyre unaware of them. E&O...
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TWO STEPS TO THE SALE by Bill Cates This article will combined two concepts Ive discussed in the past and apply them to the process of turning prospects into clients. Foresh...
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TWO WAYS TO BOOST COMMISSIONS by Gil Simonds Account size and quality can adversely affect the value of an agencys or producers book, due to a combination of lower revenues,...
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UNDERSTAND YOUR E-MAIL: XOBNI by Steve Anderson A new, free plug-in module for Outlook called Xobni (pronounced 'ZOB-nee,' which is inbox spelled backwards) adds some social-networking ...
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In the last decade, you may have heard the term 'program manager' or 'program administrator' being used frequently. They're often used interchangeably. This article will use 'program administrators,' or 'PAs.'
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UNDERSTANDING CLIENTS by Steve Anderson Have you ever wondered what makes people 'tick'? Why people do the things they do? And why you, yourself, act and react the way you do? You'...