Ross Allan is like most seasoned insurance advisors. Entering the business in 1984, he built his practice the old-fashioned way, …
How to survive and thrive in the digital age of financial services
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.
“Show me that you know me” – the mantra of social engagement
This is a story about social networks and the thrill of discovering something I didn’t know I was looking for. …