Adviser strategies

GCG Financial’s Cory Friedman is building his book by delivering a uniform set of health programs to animal hospitals and dental practices nationwide.

This rural-Missouri adviser won deep discounts from local-area providers for the benefit of her self-funded and group captive clients.

Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.

Adviser Scott Haile has turned away clients who refuse to also be partners. He now has fewer than before—but he’s also making more money.

The thriving, Washington DC-area benefits brokerage says it “does more” for its clients. Its wide spectrum of clients seems to agree.

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.