Sales & Marketing

RBC Wealth portfolio manager Patti Baum explains how she builds relationships with high-net-worth clients.

Create more meaningful customer engagement by understanding insurance shopping patterns and behaviors.

Technology enhancements and evolving expectations are two of the drivers accelerating changes in the agent-broker relationship with clients.

Better make some extra room in your suitcases for these giveaways, RIMS-goers.

Here are three ways insurance agents can use digital technologies to create stronger customer bonds.

Here's what you missed on day two of the 2019 RIMS conference in Boston.