Adviser strategies

To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

Your clients and their employees need to know your service extends throughout the year.

More than two thirds report a desire to keep participants in plans after retirement and have greater focus on longer term objectives over short-term downside risk.

The record-keeping firm is acquiring Russell Investments’ Adaptive Retirement Accounts program to offer account management to clients.

The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

How New England’s CGI Business Solutions became a one-stop benefits shop.

Connecting employer clients with unusual or onsite offerings along the nontraditional benefits path serve as a differentiator and burnish client relations.

At an ‘underground’ sales seminar, brokers learned new techniques for prying clients away from their entrenched competitors.

Adviser Vinnie Daboul has nothing against growth. But he spends the greater part of his work week meeting with current clients; not chasing new ones.

To help employers contain costs, these advisers are revamping their healthcare supply chain.

GAB International’s Felipe Barganier uses workforce demographics to help clients satisfy the diverse needs of their employee populations.

Employers who are considering the switch without talking to an adviser languish over the decision up to 24 months, while those working with a professional complete the process within a year.

Adviser Kimberly Eckelbarger shows clients how to increase earnings by right-sizing their health plans.

Keystone Insurers’ Billy Bridwell helps clients think differently about their benefits programs.