Adviser strategies

After noticing shared pain points across the brokerage community, Alecia Nash was inspired to design and develop a better office workflow solution.

Rising star adviser Adam Berkowitz has rejected the benefits industry’s status quo — and found dozens of new clients in the process.

The financial group wants to partner with retirement counselors to offer employee stock ownership plans.

The financial group wants to partner with retirement counselors to offer employee stock ownership plans.

Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.

Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.

Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.

To demonstrate their credibility to older potential clients, youthful brokers lean on mentors and beards.

To encourage brokers to offer its full suite of offerings, the provider of employee benefits and payroll services has upgraded its Client Ready Quote System.

To break through 'good ol’ boy syndrome,' the next generation of benefit counselors are asking prospects questions they rarely hear from their incumbent brokers.