Adviser strategies

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.

The 32-year-old vice president of the technology practice at Parker, Smith and Feek motivates employees to seek high quality providers for affordable procedures.

HUB International adviser Melissa Koontz works to oppose legislation that undermines her Washington state school district clients.

Rising Star in Advising Rachel Miner has been in the field for just over three years, fixed on improving transparency and health costs for her clients.