Practice management

Employers need to stay up-to-date on the latest employment-verification rules to avoid any legal pitfalls.

Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.

Over half of people (58%) say they trust strangers more than their own bosses. One way to counteract that is to develop teams, says Disney.

The company has made changes to its BrokerageBuilder platform to help advisers compare and input statements.

Spelling out your organization’s mission, vision and values — like Netflix does — makes culture top of mind and serves as a great introduction during employee orientation.

Over half of people (58%) say they trust strangers more than their own bosses. One way to counteract that is to develop teams, a Disney exec says.

Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.

Former homicide detective helps companies avoid costly litigation.

How can companies ensure they’re able to replace that talent after retirement?

Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.