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Commentary: Rookie adviser Brian Murphy embraces the complexity, the challenge and the intellectual stimulation of onboarding a new client for the first time.
October 20
Willis Towers Watson -
Commentary: Pharma will feel the pain of regulation sooner than they expected, adviser Craig Hasday predicts.
October 20
Frenkel Benefits -
Commentary: Teetering on the edge of the looming retirement crisis in America, partisan politics are part of the reason we have failed to move up in the rankings, says retirement expert Chad Parks.
October 20
Ubiquity Retirement + Savings -
Commentary: New statements and interpretations are about to shatter three decades of serenity in pensions like a chair flying through a saloon window, says The Principals Mike Clark.
October 19
Principal Financial Group -
Commentary: Many employers don't know what their PBMs are doing today to actually manage their specialty drug programs, says Lockton's Sarah Martin. It's up to advisers to shine a light on PBM practices.
October 15
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Commentary: After a terrific phone conversation, a prospect hangs up before booking an appointment. Consider sending a handwritten note to thank them for hanging up on you, and you just may close the sale, says adviser Eric Silverman.
October 13
Voluntary Benefits -
Commentary: Statistics show this is an industry that doesnt believe in social selling. Too many agencies are not meeting goals at the same time they are rejecting social selling business practices.
October 6
Q4intelligence -
Commentary: it is particularly curious that the DOLs proposed fiduciary regulation seems to introduce prohibitions that will likely prevent future modernization of such plans, says The Principals Aaron Friedman.
September 28
Principal Financial Group -
Commentary: Continue to provide value-added personal service to your clients with these practical tips for marketing benefit programs, says ThinkHR's Laura Kerekes.
September 25
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Commentary: Brokers don't achieve high organic growth by accident. Successful agencies and brokers have their eyes up they consistently look ahead, and this foresight drives thoughtful planning that leads to an effective execution strategy, says Zywave's Dave O'Brien.
September 24