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Advisers who are not spending 80% of their time on revenue generation need to rethink their business practices, says adviser Suzy K. Johsnon.
Firm is winning customers by providing employers with more service and technology than once-a-year touchpoints.
Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.
Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.
This is the ‘make or break’ period for brokers to retain and attract clients for the coming year.
The IBM Insurance Platform aims to disrupt the small-group market through cognitive computing, improved data analytics, enhanced security and more.
Finding young talent in the advising field can be difficult, as evidenced by the growing median age of advisers, but family firms are enlisting children and grandchildren as eventual successors.
Preferred Partner Program and Broker Advisory Council deliver customized tools and reduced rates while providing opportunity for plan feedback.
Like-minded brokers are banding together, finding joy in helping would-be competitors get a win for their clients, says adviser Rachel Miner.
As base health plans become more generic, having unique and tailored products will become a key differentiator for recruitment and retention.
The latest hires and promotions inside advisory firms across the nation.
The Aon spinoff has ‘started a number of discussions in the marketplace’ with the country’s largest firms, CEO Chris Michalak says.
The latest hires and promotions inside advisory firms across the nation.
Thanks to an internal platform that monitors plan activity and a knack for risk pooling clients such as schools, the Pennsylvania brokerage acts swiftly to adjust health plan strategy
While there is no guaranteed answer for success, there are certainly ways to positively influence the process, says columnist Wendy Keneipp.
Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.
Small firms win letters of record by speaking the language of the CFO and putting their compensation on the line, explains columnist Nelson Griswold.
Industry experts weigh in on a range of pain points facing employees, such as managing student debt, and the products that are designed to address them.
Partner at DCW Group, Bob Gearhart Jr., is seamlessly adapting to the changing role of adviser from product specialist to corporate consultant.
Make business development activities a systematic, constructive work habit, and columnist Jack Kwicien says attracting and selling new clients will get that much easier.
