Adviser strategies

EBA Rising Star in Advising finalist Braden Monaco seeks to offer the total concierge package as his primary tool to drive growth for his firm and success for his clients.

The online platform lists more than 1,000 brokers and categorizes them based on factors such as geographic region and specialties.

The French insurer’s purchase of the Chicago-based IT startup could spur brokers to align with ambitious tech and data analytics providers.

The online platform lists more than 1,000 brokers and categorizes them based on factors such as geographic region and specialties.

Mercer is No.1 on EBA-miEdge list of large-group advisers for the fourth straight year, translating jumbo employer success to companies with 100-5,000 employees.

When interest wanes to skepticism, 2017 Adviser of the Year tells employers he puts his compensation on the line to prove its value.

If they don’t already, clients will be expecting advisers to train them on how to better utilize tech services, says 2017 Technology Adviser of the Year Manish Kumar.

The best thing advisers can do is bring a proactive strategy to the sales process, says Voluntary Adviser of the Year Eric Silverman.

EBA 2017 Adviser of the Year Mick Rodgers explains how small- and mid-size companies can band together to reduce risk and improve stability.