services industry

Articles tagged with services industry


Bank Lessons From Joint Ventures And Agency Acquisitions

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BANK LESSONS FROM JOINT VENTURES AND AGENCY ACQUISITIONS by Robert Smith The trade press has been filled over the course of the past two years with announcements of banks entering the agen...

Banks, Investment Firms, And Insurance Agencies: It's The Culture!

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BANKS, INVESTMENT FIRMS, AND INSURANCE AGENCIES: IT'S THE CULTURE! by Michael Manes James Carville, the 'Ragin' Cajun' of political consultants, achieved fame by observing,'It's the...

Cross-Selling Financial Services: Today's Urgency

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As an independent agent, you enjoy a unique potential to cross-sell financial services to your clients. Here’s how to take advantage of this opportunity.

Do You Want To Succeed?

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DO YOU WANT TO SUCCEED? by Robert Reagan Start planning now for your agencys future success. The concept of long-range strategic planning has become all but obsolete. Twenty-five...

How To Recognize Who Will Buy, And Who Will Waste Your Time

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HOW TO RECOGNIZE WHO WILL BUY, AND WHO WILL WASTE YOUR TIME by Michael Lovas Neuro-linguistic Programming (NLP), a subdiscipline of psychology, focuses on how the configuration of human m...

Post-Deal Integration With Banks: Challenges And Opportunities

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POST-DEAL INTEGRATION WITH BANKS: CHALLENGES AND OPPORTUNITIES by Robbie Smith The acquisition of independent insurance agencies by banks has revealed a number of crucial issues tha...

Producer Groups: Are They Right For Banks?

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PRODUCER GROUPS: ARE THEY RIGHT FOR BANKS? by Valerie Jordan Are producer groups an effective way for banks to build their insurance sales? Although Valerie Jordan has written this art...

Standards Convergence Needed for Customer Satisfaction

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It's a world in which insurance is converging with financial services, virtual companies are challenging traditional suppliers for market space, and agencies and brokerages are feeling the competition from new distribution channels.

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