James R. Veal

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  State of the industry: What it means to be an agent in 2013

  By Maria Wood  |  February 22, 2013

  Advisors face many challenges today, from a volatile stock market to pending legislation. But their greatest test comes when they sit down with a client.

• 50 Best Ways to Generate Leads

  By Daniel D. Williams  |  January 1, 2013

  Generating new leads is the building block of any advisory practice. Here are 50 tips to take your business to the next level.

• Industry Survey 2012

  By Maria Wood, David Vogin Illustration  |  December 1, 2012

  What are the biggest challenges to the insurance industry? Where do the experts see their biggest potential for growth next year? What product types do people expect to rise in 2013? These are a few of the highlights from SMA’s 2012 Industry Survey.

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  Are the boomers impacting your business?

  By Daniel Williams  |  October 10, 2012

  The boomers are hitting retirement by the millions. I recently spoke with advisors and industry experts to learn how this influx of boomers has affected their book of business.

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  Annuity marketing and the issue of gender

  By Daniel Williams  |  October 8, 2012

  How do advisors approach men and women clients differently when it comes to discussing financial matters?

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  Keeping Up with the Joneses

  By James R. Veal  |  June 11, 2012

  Are your clients striving to meet unrealistic lifestyle expectations? Rein them in with these three tips.

• 100 Best Sales & Marketing Ideas 2012

  By Daniel D. Williams  |  June 1, 2012

  Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this...

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  Q&A with James R. Veal

  By Nichole Morford  |  May 21, 2012

  James R. Veal believes that helping to further your community is not only personally fulfilling — it’s the best way to add to your client base.

• 5 ways to connect with boomer clients

  By Daniel Williams  |  May 1, 2012

  As part of our annual boomer issue, we canvassed successful advisors to find out how they’re making the [boomer] connection. Here are five of the most interesting responses we came across.

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  What Would an Aviva Sale Mean for You?

  By Maria Wood and Corey Dahl  |  April 18, 2012

  Producers and industry experts explain how an Aviva U.S.A. sale would impact their business — and what they'll say to clients if it happens.