Cash Management Menu: Choosing Your Entrée
This post is part of a series sponsored by InsurBanc. How many times have you sat down in a restaurant, stared at the menu for 10 or 15 minutes, and still had absolutely no idea what you wanted to order? …
How to Deter Fraudsters Who Wash Checks
This post is part of a series sponsored by InsurBanc. Not all financial fraud in today’s world is in the cybersecurity arena. Fraudsters are going old school and using a scheme known as “check washing.” What is check washing? Imagine …
5 Steps to Becoming a First-Time Agency Buyer
This post is part of a series sponsored by InsurBanc. Buying an agency is one of the most meaningful and long-lasting financial decisions a young agent will make. We’ve all heard about first-time home buyers: Well, the process and the …
Cash Management Menu: Start with the Appetizer
This post is part of a series sponsored by InsurBanc. Selecting the right cash management products and services for your agency is like navigating a menu from your favorite restaurant. It is important that you start with the appetizer. An …
4 Ways to Protect against Business Email Compromise
This post is part of a series sponsored by InsurBanc. You hear about the high profile cyberattacks and risks in the news. The others you don’t hear about are worrisome. Cybercriminals target not only consumers and large corporations, but small …
Agency Ownership: 3 Elements to Consider
This post is part of a series sponsored by InsurBanc. Young agents are the future of the independent agency system, and their path to agency ownership can be challenging. Make sure you understand what you are facing as you walk …
Organic vs. Inorganic Growth in Today’s Market
This post is part of a series sponsored by InsurBanc. With interest rates on the rise, now is the time to reexamine your growth strategy ― organic vs. inorganic growth. What is right for your agency in today’s environment? As …
Income vs. Wealth
This post is part of a series sponsored by InsurBanc. Career aspirations are often guided by maximizing one’s income. Highly effective and successful employees earn an ever-increasing wage and grow their income as they continue to succeed. But, if an …
What’s on the Menu? Choosing the Right Cash Management Products for Your Agency
This post is part of a series sponsored by InsurBanc. Choosing the right cash management products for your agency can be overwhelming. It is similar to when you go to your favorite restaurant, wanting to select the right entrée, yet …
Is Your Agency on ‘Par’ with Cash Management?
This post is part of a series sponsored by InsurBanc. As you may know, in the golfing world, “par” refers to the number of strokes that an expert golfer would be expected to make on a determined hole or course. …