Adviser strategies

Submitting taxes can be stressful. Here are tips to help companies best prepare.

Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.

Mental health problems can trigger life threatening medical conditions. Here's why clients should get involved and how benefits can help.

One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.

“That’s my favorite part about this job, that I get to be creative and bring those solutions,” says Rising Star adviser Danielle Schweiger.

Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.

Your firm could be leaving profit on the table — as much as 35% — simply from mishandling your business relationships.

Education and enrollment services may have been important in the past, but employers are looking for more help from advisers.

Education and enrollment services may have been differentiators in the past, but advisers need to look beyond these offerings to remain competitive.

Filling out paperwork is so inefficient it keeps brokers from pursuing alternate funding strategies.