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Be armed and ready to make appointments with all of your existing architectural clients with these two ideas. Andrew Torelli discusses how to expand your target markets by leveraging your existing market relationships in todays BeAdvised.
March 13
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What is your firm doing to proactively cultivate centers of influence and gain new business in the process? Florida broker Beverly Beattie shares one easy to follow idea you can incorporate into your firms business development strategy today.
March 12 -
A change in ranks within the C-suite can often make or break business and personal relationships. In today's BeAdvised, a second-generation executive at an Atlanta brokerage shares first-hand tips to help any company build the next generation of leaders.
March 7 -
With health care reform swirling all around us and impacting the way we all do business, I’m switching gears for a moment to focus on our future by glancing back at our past. Remember the pride you felt when you graduated college. Good grades, good memories and a diploma . . . your ticket to dreams of a bright, successful future – do you remember asking yourself, ok now what?
February 29 -
Although voluntary benefits popularity continues to grow, administration of premium billing and accounting is also a growing aggravation and/or problem. In todays BeAdvised Tinker Kelly provides tips and shares on how you can help your client overcome this with an easy solution.
February 27 -
Last month we discussed the importance of analyzing your clients to determine those with which you have the greatest success and satisfaction and those that were less profitable and suck the energy out of you. As discussed last month, for us it was working with middle market, entrepreneurial service companies. Our challenges were twofold: What to do with the clients that no longer fit our business model? How to expand our target markets opportunities?
February 21 -
There’s no sense in denying it: Since its launch in 2004, Facebook’s effect on the Internet, the way we share and receive information, and the way we interact with one another has been profound and irreversible. I remember getting smacked with this reality once, as I updated my Facebook status while sitting in a movie theater waiting for “The Social Network” to start, and again as I watched a cable news report that invited viewers to
February 16 -
As more benefits advisers struggle to articulate their value proposition to their clients and prospects, many are realizing that being the access point to products is not the differentiating value that clients want or expect. Personally I have not thought that was the case for more than a decade. Clearly our clients need our advice, expertise and counsel. But given all the competition that exists, especially in the mid- to large-case market, that’s not enough in
February 15 -
When it comes to creative, non-traditional benefits no idea is a bad idea. EBA contributor George Lane shares why your creativity could be the most valuable asset you can bring to your clients.
February 14 -
Question: Employer Group Waiver Plans seem pretty complicated. Is it really worthwhile for brokers and agents to put this tool in their box of options for employers who have retiree drug coverage?
February 13