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Commentary: Being facilitative and consultative will help you to engage the client in a discussion not a sales pitch and it will enable you to make more informed recommendations that are responsive to the clients values and needs.
September 23
Daymark Advisors -
Commentary: A new opportunity has emerged, and we have entered another inflection point in an era of change. What each of us does next could very well determine our long-term destiny, says Digitals Mike Sullivan.
September 22
OneDigital -
Commentary: Although in their infancy, private exchanges have not yet met predicted adoption rates. Wells Fargos Dan Gowen shares why this may be the case.
September 21
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Commentary: Benefit firms hoping for agency growth must manage their producers or suffer the consequences of relinquishing control of the firms future, says EBA columnist Nelson Griswold.
September 17
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Commentary: Our focus on each item that comes along in the employee-employer relationship blinds us to the bigger picture issues.
September 15
Q4intelligence -
Commentary: Many plan sponsors believe that just by hiring an adviser they do not have a fiduciary obligation to understand the investments in their plans. This is fundamentally wrong.
September 14
LHD Retirement -
Commentary: Benefit professionals should take advantage of new technology and services to protect employees and help them resolve ID theft situations, says VEBAs Tinker Kelly.
September 11
Voluntary Employee Benefits Advisors -
Commentary: Being surrounded by experienced underwriters and Excel wizards is just enough to make ones head spin, but it is right where Brian Murphy needs to be as he enters the world of benefit advising.
September 11
Willis Towers Watson -
Commentary: Complacency can be a dangerous strategy when it comes to defined benefit plans, says The Principals Mike Clark.
September 9
Principal Financial Group -
Commentary: A broker whose perception of wellness is limited to seasonal flu shots and employee assistance policies is at a competitive disadvantage compared to a broker who understands the power of connecting health risk assessment and biometric data with claims data.
September 4