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DO YOU FORGET TO ASK FOR REFERRALS? THESE FIVE QUESTIONS CAN HELP! by Bill Cates A common referral challenge I hear in my seminars and coaching programs is the issue of forgetting ...
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E&O CAVEAT NO. 1: NEVER ASSUME! by Bill Wilson One of the most common sources of E&O claims involves failure to communicate. In this article, Bill Wilson examines a serious breakdown in...
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E&O: A CASE STUDY by Jack Burke Jack Burke shares responses to a Flood and Business Interruption question from a reader. In regard to an article about an agency being sued ov...
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E&O: MAINTAINING SUSPENSE SYSTEMS by Patricia Alexander Although suspense/follow-up is a big issue when it comes to E&O, there's very little in print about the importance of effectiv...
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E-MAIL MARKETING: DON'T TEST SURVEY! by Patricia Berry Because of its incredibly low cost, e-mail harbors a temptatio...
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I recently had the pleasure of interviewing Linda Dobson, an estate-planning attorney from Los Angeles. She had this advice for financial services professionals who want to win referrals from estate-planning attorneys:
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E-SURVEYS: SELF-SERVING PABLUM by Jack Burke Most questionnaires aren't worth the paper they're printed on because they're designed to elicit only positive responses. Companies are afrai...
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On June 22, 1984, the Occupational Safety and Health Administration (OSHA) issued a standard which set a limit on worker exposure to ethylene oxide (EtO) averaged over an either hour day to protect about 68,000 workers exposed to the substance. The standard was amended April 6, 1988, to further reduce the health risk associated with EtO by requiring control of short-term exposure to EtO as well. Workers primarily employed by hospitals and medical products manufacturers will benefit most from the 1988 amendment.
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EVALUATE PROSPECTIVE BUYERS FOR YOUR AGENCY by Patricia Berry Before selling your agency, get answers to these questions. Many agency acquisitions are based on retention because b...
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How do you know what to change to make your agency run better? You're proud of your accomplishments, but can't seem to make the progress you desire year-by-year. In this document, Al Diamond recommends that during your planning process, instead of focusing outwardly on your competitors, the industry, or the economy, try focusing inwardly instead.