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For employers and brokers looking to unify platforms, Maestro Health's Nancy Reardon offers a place to start.

A brokerage’s most valuable asset is not prouducts, but the quality of its relationship with clients, says Bottom Line Solutions’ Nelson Griswold.

Marketing has changed and benefit advisers must learn the new rules, says Q4intelligence’s Wendy Keneipp.

Approach the process with patience and a plan, and give yourself time, says retirement plan expert John Ludwig.

For employers and brokers looking to unify platforms, Maestro Health's Nancy Reardon offers a place to start.

It’s in a broker’s best interest to align their performance with employer expectations, says John Graham.

This move sends a signal to advisers that things are no longer business as usual, says Joe Markland.

Whether just starting out, or expanding an existing marketing plan, Amy Evans says social media can be an engaging way to promote your agency.

There is a huge (and often missed) opportunity where brokers and consultants can step in to help and keep their value proposition at the forefront of clients’ minds.

Many new health savings account holders don’t understand how to make the most of their accounts. Now is the time to guide them in the right direction.