Practice management

Most advisers thinking about business relationships haven’t changed since the days when men ran everything and women were secretaries, says Wendy Keneipp.

Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.

Craft Hayes looks to help small business adopt HSAs and new technology.

Separate brokers from their fee dependence and watch the smart ones evolve into consultative advisers, urges consultant Nelson Griswold.

Austin Wilcox, an EBA Rising Star in Advising, learned early on that employers are financially responsible for a majority of what is going on in healthcare today.

Brokers must bridge the gap between prepping clients for retirement and keeping them satisfied for the years after employment.

Johnson & Johnson thinks it has the answer to executive burnout. All it takes is a physiologist, a dietitian, an executive coach and $100,000 in special services.

Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

From sales tips to product reviews, these industry insiders are sharing can’t-miss information on the social media platform.