Training
News analysis - Coaching: Asking the right questions
Emmanuel Kenning asks if questions rather than answers can help brokers build a successful business.
News Analysis - PB Management Event: Planning for the recovery
Emmanuel Kenning reports on the key management information on offer to attendees at PB's annual conference.
Management Clinic - Due Diligence: What's in the box?
We have the opportunity to make our first acquisition of any size and it looks like a good fit. How can we be sure of what we are buying?
Broker profile: Broking in a warzone
William Wakeham is worlds apart from the average Insurance Age reader. Martin Friel profiles the life of a broker working in Iraq as he risks car bombs, mortars and bullets in his bid to crack the Middle Eastern market
Broking success - Grove & Dean: Racing ahead
Emmanuel Kenning speaks with Damian Collett about mastering the art of a multi-niche approach.
CII roundtable - Professionalism: The rise of the professional
In this PB roundtable discussion, leading figures from the profession discuss the merits of chartered status, the need to educate customers about it and perceived difficulties in achieving it
News Analysis- Skills: Managers under the spotlight
Emmanuel Kenning looks at the gap between perception and reality when it comes to leadership strengths.
Regional power hour - Newcastle: Talent scouting
This month's power hour, held in Newcastle upon Tyne and sponsored by Ecclesiastical, discusses the level of talent in the industry and how new recruits of a high calibre can be attracted. Louise Meeson reports
Expo introduces clinics
The Broker Expo has expanded its workshop programme for 2010. Building on the practical aspect of the successful workshop programme, new focused broker clinics have been developed to give brokers the opportunity to delve deeper into the issues that…
CII launches online ethics course
The Chartered Insurance Institute (CII) has launched an online learning course in ethics for all Personal Finance Society (PFS) and CII members in response to a dip in public confidence in insurance.
Broking Success - Macbeth: Laser-focused on service
Emmanuel Kenning meets the managing director at Macbeth Insurance Brokers, who is aiming to blend the best service of the past with the technology of the future.
Personal Finance Society appoints ‘champions’ to promote chartered status
The Personal Finance Society has appointed 21 financial planners as ‘chartered champions’ across the UK.
Broker Expo gains CII accreditation
The Chartered Insurance Institute has confirmed that the Broker Expo has received official accreditation as the 2010 event opens for registration.
PB offers opportunities to enhance leadership and marketing skills
Professional Broking, the management magazine for broker managers, is pleased to offer some excellent training courses for its readers starting in September.
Data quality: Staying in charge of your data
If the Financial Services Authority has concerns over the accuracy of your data processing, it might demand that you implement a new system as well as impose significant fines, writes Ian Singer.
Broking success - Sydney Packett & Sons: Prized Packett
Emmanuel Kenning meets a family-owned broker with an illustrious past and bright future specialising in small and medium-sized enterprise, charity and training insurance.
First Zurich apprentices qualify
The first people at Zurich to undergo a new industry-driven insurance apprenticeship have qualified at their Cardiff location.
CII outlines new London Market qualification
The Chartered Insurance Institute has outlined its new award in London Market Insurance to be launched in July.
PB Week: World Cup time
On Friday it is the start of the World Cup and some industry pundits give their verdict on who is going to win in the latest PB Week.
The PB Interview: New model broker
Andrew Tjaardstra meets Stuart Williams, a director at Nottinghamshire-based broker Cowens Survival Capability, who is passionate about brokers promoting their professionalism to clients and wants to charge his clients fees for his services.
Focus: Outsourcing for profit
From IT to human resources and claims management, recession-affected margins could be improved by outsourcing - no matter what the size of your company, writes Sam Barrett.
E-commerce: Avanade's CRM solution aims to boost brokers
A new customer relationship management (CRM) solution has been released, which aims to maximise broker sales and cut the time it takes to train new staff.
FSSC appoints chief executive
The Financial Services Skills Council (FSSC) has announced the appointment of Liz Field as chief executive, after it was required to recruit for a permanent chief executive following the renewal of its licence in March.
Focus: Learning to succeed
Edward Murray finds out how brokers can improve their management credentials by utilising offsite training and which could be the best route to take.