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5 min read

Financial Cartography: the ๐ŸŽจArt๐ŸŽจ of ChARTing Accounts

Financial Cartography: the ๐ŸŽจArt๐ŸŽจ of ChARTing Accounts by Crystal Temple Imagine this common insurance agency scenario: your agency receives a statement for $5,000 in direct bill commission. At the bottom of that statement, you see there is also a...

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3 min read

Changing the Way You Think About Money โ€“ The Get Ready Blueprint: Week 3-Plan For Life Stages

Changing the Way You Think About Money โ€“ The Get Ready Blueprint: Week 3-Plan For Life Stages by Tony Steuer (NOTE: We will use Fun Financial Fridays...

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2 min read

Profiles in Risk: E649 โ€“ Using Game Simulation to Improve Selling Capabilities; Sindre Halaal โ€“ Founder & CEO of SalesScreen

Profiles in Risk: E649 โ€“ Using Game Simulation to Improve Selling Capabilities; Sindre Halaal โ€“ Founder & CEO of SalesScreen by Nicholas Lamparelli...

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2 min read

Profiles in Risk: E468 โ€“ Modern Sales & Marketing Using Digital Technologies; Ema Roloff, Co-Founder & Principal Roloff Consulting

Profiles in Risk: E468 โ€“ Modern Sales & Marketing Using Digital Technologies; Ema Roloff, Co-Founder & Principal Roloff Consulting by Nicholas...

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5 min read

The Financial GPS for Insurance Agencies โ€“ Double Entry Accounting

The Financial GPS for Insurance Agencies โ€“ Double Entry Accounting by Crystal Temple The advent of double entry bookkeeping is one of the most...

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2 min read

Profiles in Risk: E466 โ€“ Insurtech Advances in Ocean Marine, Freight & Cargo Insurance โ€“ Taylor Walker, CIO of LoadSure

Profiles in Risk: E466 โ€“ Insurtech Advances in Ocean Marine, Freight & Cargo Insurance โ€“ Taylor Walker, CIO of LoadSure by Nicholas Lamparelli Tony...

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2 min read

An AI Podcast MADE With Generative AI โ€“ Episode 1

An AI Podcast MADE With Generative AI โ€“ Episode 1 by Nicholas Lamparelli Episode 1 is finally here. We teased about the return of Nick Lamparelli and...

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3 min read

Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents

Why Bookkeeping Is The Key to Business Intelligence For Insurance Agents by Crystal Temple In the first recorded book published on the subject of...

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4 min read

Transforming Insuranceโ€™s Appeal to Young Professionals โ€“ Evolving the Narrative (Part 3 of 3)

Transforming Insuranceโ€™s Appeal to Young Professionals โ€“ Evolving the Narrative (Part 3 of 3) by William Alverson Meet them where they areโ€ฆ (This is...

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2 min read

๐๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž๐ฌ ๐ข๐ง ๐‘๐ข๐ฌ๐ค: ๐„๐Ÿ’๐Ÿ”๐Ÿ“ โ€“ ๐€ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฉ๐ฅ๐š๐œ๐ž ๐จ๐Ÿ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐€๐ ๐ž๐ง๐œ๐ข๐ž๐ฌ; ๐‡๐จ๐ฐ ๐“๐จ ๐๐ฎ๐ฒ ๐Ž๐ซ ๐’๐ž๐ฅ๐ฅ ๐˜๐จ๐ฎ๐ซ ๐๐จ๐จ๐ค ๐จ๐Ÿ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ (๐ข๐ง ๐ฐ๐ก๐จ๐ฅ๐ž

๐๐ซ๐จ๐Ÿ๐ข๐ฅ๐ž๐ฌ ๐ข๐ง ๐‘๐ข๐ฌ๐ค: ๐„๐Ÿ’๐Ÿ”๐Ÿ“ โ€“ ๐€ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฉ๐ฅ๐š๐œ๐ž ๐จ๐Ÿ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐€๐ ๐ž๐ง๐œ๐ข๐ž๐ฌ; ๐‡๐จ๐ฐ ๐“๐จ ๐๐ฎ๐ฒ ๐Ž๐ซ ๐’๐ž๐ฅ๐ฅ...

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