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Running Your Business

We have created several resource areas with information and tools on Running Your Business.

As our industry changes you may be thinking about what to do with your agency.  This Mergers and Acquisitions portal will touch base on all aspects of selling your business.  

Mergers and Acquisitions Portal

This member-exclusive webinar series, Running Your Business, offers timely and relevant information on issues related to efficiently operating an agency and advising clients on best practices impacting the bottom line. These webinars showcase some of the industry's top thought leaders, providing insider knowledge and helping professionals maintain their momentum toward continued success. 

Running Your Business Webinar

Professional Development

Industry veteran and consultant, Dan Meylan, has developed a comprehensive online training program and toolkit titled: The Path -- Compensation Transparency with Purpose and Profit! This program shows advisers how to leverage the compensation disclosure rule for a competitive advantage by 1) becoming more value to their clients, and 2) communicating their value more clearly and compellingly.

Learn More About The Path Workshop