Adviser strategies

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.

Takeover of Benefits Planning Services and IMG Benefits Group brings the total number of the firm’s acquisitions since its launch to 23.

EBA Rising Star in Advising Mark Fox went from being broker services rep at Aflac to small brokerage owner to his current position at a larger firm all before age 30.

Courtney Nelson was recruited to turn around an entire state’s falling sales and succeeded — while mentoring 25 up-and-coming brokers.