Adviser strategies

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.

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.

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.

Niko Caparisos founded Prosperity Benefits to address the needs of employers with two to 200 employees.

Rising Star Erik Hansen is building his career by coupling service with technology.