Brokerage Ops

Command the Room
Brokerage Ops Command the Room
Executive presence is crucial to increasing your influence and advancing your ca...
Doing the Work for DEI
Brokerage Ops Doing the Work for DEI
Real engagement on diversity, equity, and inclusion requires understanding ourse...
Without able buyers and willing sellers, an agency will find its internal perpetuation strategy dead on arrival.
Brokerage Ops Internal Perpetuation Under Pressure

Diversity, Equity and Inclusion

Doing the Work for DEI
Brokerage Ops Doing the Work for DEI
Real engagement on diversity, equity, and inclusion requires understanding ourse...
Pressing On Past DEI Fatigue
Industry Pressing On Past DEI Fatigue
Despite the challenges of stagnancy and pushback, we must continue to be deliber...
Harnessing the Power of Belonging
Industry Harnessing the Power of Belonging
The insurance industry should not lose sight of the business value of diversity,...
Personal Lines with Pamela Wheeler
Podcasts Personal Lines with Pamela Wheeler
A discussion with Pamela Wheeler, Chief Diversity Officer at NFP
See all Diversity, Equity and Inclusion
Navigating Today's M&A Waters
Brokerage Ops Navigating Today's M&A Waters
Q&A with Alex Panlilio, Founder and CEO, Vantage Insurance Partners
Sponsored By Vantage Insurance Partners
After You Buy, Integrate
Brokerage Ops After You Buy, Integrate
Some acquirers have integration down to a science, increasing speed of the process and quality of fit at acquired firms.
Well-Oiled Integration Machines
Brokerage Ops Well-Oiled Integration Machines
Integration Playbooks from Long-Time Acquirers
One Meeting People Want More Of
Brokerage Ops One Meeting People Want More Of
One-on-ones are the underused tool for improving relationships and performance.
Back to Work
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Client Service
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Financial Planning
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