Adviser strategies

Some benefit brokers say the use of robocalls could create an inaccurate picture of what a legitimate adviser can do for workers.

This year’s employee benefit finalists aim to transform wellness, technology, retirement, voluntary benefits in a changing business landscape.

Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.

To mark International Women’s Day, a look at female industry leaders who are transforming the benefits advising field.

Even when your audience knows nothing about your product or service, talking for extended periods of time is not a good idea. That’s a lecture, not a conversation.

Industry leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field.

Cristy Gupton, CEO of employee benefits brokerage firm Custom Benefits Solutions, helped her clients fashion health plans designed to reduce employees’ risk of opioid abuse.

This year’s class of top women advisers understands how these virtues can make a positive impact on the benefits industry.

Employers are often looking for a benefits consultant to help them navigate healthcare, explains Questige’s John Sbrocco.

The difference in returns is huge for investors working with a fiduciary.

New technologies, greater competition and rising prices are complicating the role of today’s benefit brokers. How do they cope?

New technologies, greater competition and rising prices are complicating the role of today’s benefit brokers. How do they cope?

While open enrollment season heats up, brokers should focus on three key activities that require wearing multiple hats.

The HR consulting firm has a new owner and a mandate to deploy its data analysis tools to better help companies.

Forget bad business decisions on commission splits and hiring choices — the most reckless and irresponsible decisions we’ve seen is the public hostility at carriers and all they represent.

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

Step 1: To prepare yourself for growing your benefit advisery, imagine that you are starting new one right now.

EBA’s Technology Adviser of the Year reveals what he looks for in a possible merger, why new advisers need to ask questions and how learning about unintended consequences has been a powerful journey.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

The HR consulting firm has a new owner and a mandate to deploy its data analysis tools and knowledge to better help clients