meeting modern whiteboard

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

Looking for benchmarking information?  These companies have shared information on performance metrics in the industry.

Benchmarking Information

Join the NABIP Professional Development Committee for the member-exclusive webinar series Running Your Business. These webinars will focus on providing NABIP members with information on issues related to operating your own agency. Brought to you by the Professional Development Committee—charged with providing NABIP members critical resources ensuring their continued success.

Running Your Business Webinars

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