Ross Allan is like most seasoned insurance advisors. Entering the business in 1984, he built his practice the old-fashioned way, by slowly nurturing relationships over time. A long-time resident of Bowen Island, just a short ferry ride from Horseshoe Bay in West Vancouver, Allan has become a go-to insurance guy in this close-knit and affluent […]
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WHY digital technology undermines the prevailing business strategy of the past 30-40 years and HOW financial services firms as well as individual advisors and agents can adapt their businesses to the realities of the new digital age of financial services.
This is a story about social networks and the thrill of discovering something I didn’t know I was looking for. It’s also a story about the power of social engagement and brand love. I spend lots of time (sometimes it feels like too much time) trying to convince business leaders and marketers in financial services […]