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Hidden Liabilities In Mergers And Acquisitions

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HIDDEN LIABILITIES IN MERGERS AND ACQUISITIONS by Arthur Parry Increased financial benefits coupled with regulatory restrictions have caused many organizations to merge, acquire or...

Be Prepared When Changing Banking Partners

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BE PREPARED WHEN CHANGING BANKING PARTNERS by Ron Overson Business banking relationships tend to be personal and long-term; they rarely change. However, as your agency grows, its needs change, a...

Traditional Vs. E-Commerce Insurance

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TRADITIONAL VS. E-COMMERCE INSURANCE by Dave O'Neill Managing e-business calls for a comprehensive risk management approach and a ...

Make Your Clients Feel Appreciated!

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MAKE YOUR CLIENTS FEEL APPRECIATED! by Catherine Oak At your next general staff meeting, ask your people what they can do to get each client they see to feel appreciated. Have a leader ga...

10 Rules For Family-Run Businesses

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10 RULES FOR FAMILY-RUN BUSINESSES by Catherine Oak Family businesses can be a blessing or a disaster. The root of a well-run family business depends on treating it like a business, not a...

Successful Compensation Plans

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SUCCESSFUL COMPENSATION PLANS by Catherine Oak How much can you afford to pay non-owner producers? The typical response: It depends on the job perform...

Finding A Compatible Business Combination

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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...

Establishing A Marketing Department - And Who Should Run It

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ESTABLISHING A MARKETING DEPARTMENT - AND WHO SHOULD RUN IT by Catherine Oak and Bill Schoeffler Agencies that establish an effective centralized marketing department as...

What Makes A Great Owner?

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WHAT MAKES A GREAT OWNER? by Catherine Oak If the role of an owner was treated like any other position in an agency, what would the job description look like and what are the key characteri...

How To Evaluate And Pay Csrs

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HOW TO EVALUATE AND PAY CSRs By Bill Schoeffler and Catherine Oak The value of a great customer service representative (CSR) can't be underestimated-just ask any agency owner ...

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