10 TIPS FOR RENEWAL RETENTION by Ken Buehler Follow these guidelines and watch your retention rate (and bottom line) grow. Much has been said and written about the costs ...

The cost of professional services continues to escalate, with partners in top CPA firms billing hourly rates of $400 or more, and partners in top law firms billing at rates even higher. Could a CPA or a lawyer really be worth that kind of money? How about an insurance agent? Kevin Stipe helps you to determine your effective hourly rate and its potential influence on your daily activities.

AVOID THESE COMMON ACCOUNTING MISTAKES by Chris Burand Some agents make a conscious decision to pay more in taxes in order to bu...

BANKS AND INSURANCE: DO YOUR DUE DILIGENCE by Fred Dent The power of the Internet as n information resourc...

CLUSTER TIPS by Chris Burand Cluster contracts among individual agencies or groups of agencies (not necessarily the major cluster-type agency organizations) are almost alw...

DISSOLVING SHAREHOLDER RELATIONSHIPS by Paul Di Stefano, CPA Issues involving the breakup of partners or shareholders can be more complex than one might consider at first blush. A break...

FINDING A COMPATIBLE BUSINESS COMBINATION by Catherine Oak Over the past few years, many firms have entered into a merger, acquisition, or some type of cluster arrangement with...

FOUR QUICK HIT REFERRAL IDEAS by Bill Cates Every time I host a Referral Champions Boot Camp, I walk away with great ideas from the attendees - and the latest camp was no excep...

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HOW TO BUY, SELL, MERGE OR PERPETUATE PART VI A Comprehensive Look at the Best Ways to Handle the Biggest Events in the Life of Your Agency by Larry Morrison and Gary Jacobson Edito...