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CRM Convert

Why are brokers afraid  of lead generation software? Dave Vass of Trufla Technology makes the case for a client relations management solution

July 4, 2019

6 min read

Juggling priorities

How a hard market can turn conflicting priorities into an ethical issue

July 3, 2019

4 min read

Where do you invest first to grow your business: People or machines?

To grow their business, broker principals would be wise to zero in on health, happiness and staff harmony as priorities. That’s the strategy going forward for many for Canadian businesses, according to a new study. Naturally, business owners are looking at the usual ways to boost growth, said the report, Navigator: Made for the Future. […]

By Adam Malik | July 2, 2019

2 min read

Is running your brokerage affecting your mental health?

The stress of being an entrepreneur is taking its toll on the mental health of small business owners. Whether it’s the anxiety related to cash flow issues, finding talent, or figuring how to make it all work at home and at the office, nearly two-thirds of respondents to a Canadian Mental Health Association (CMHA) survey […]

By Adam Malik | June 28, 2019

3 min read