You know what they say: if you don't like sales and marketing, you're not cut out to be an insurance agent. Well, I'm here to tell you that's not totally true. Sure, plenty of people don't want to be ...

In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

elcome to the TechCrunch Exchange, a weekly startups-and-markets newsletter. It’s inspired by the daily TechCrunch+ column where it gets its name. Want it in your inbox every Saturday? Sign up here. I ...

Successful agents and advisors have long used cross-selling to offer additional products and services to their existing clients. When done properly, cross-selling often results in increased sales ...

Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

Some call such financial advisors bad brokers; some liken them to cockroaches. They come in all shapes and sizes, but new research shows that a default career path is selling insurance, particularly ...

David Price is the CEO and Founder of The Price Group, one of the fastest-growing insurance agencies in the country. The insurance industry is experiencing a transformation. With millions of Baby ...