Adviser strategies

Serving clients today requires creativity and innovation. It’s about being resourceful in how and when you connect with clients, because we all want to feel connected right now.

“I didn't want to have to work my way up. I wanted to start at the top,” says Aida Swanson, one of Employee Benefit Adviser’s Top Women in Benefit Advising for 2020.

Our Top Women in Benefit Advising for 2020 are making their mark on the industry with their ambition, innovation and leadership.

The annual Top Women in Benefit Advising list showcases a diverse group of professionals making a difference in the benefits industry.

Deadline extended: Who will join the ranks of the Top Women in Benefit Advising? The deadline to nominate an outstanding adviser elevating the status of women in the industry is Monday, June 1.

Before COVID-19 kept everyone still, these key executives made some strategic moves within the benefits space.

A great redistribution of knowledge workers is afoot, says entrepreneur and founder of Russian Exchange Bank Alex Konanykhin, CEO of TransparentBusiness, who also says the coronavirus pandemic is producing a few winners (Zoom) and a huge swath of economic losers.

As the spread of coronavirus disrupts operations, it’s a precarious moment for advisers who have been planning big career changes for months.

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

Small business units can help you reduce your workload, improve your service and increase profitability.