Advisor strategies

EBA Rising Star in Advising Andrew McNeil captures employers’ attention by capitalizing on millennials’ desire for more than solid benefits and a high salary.

Brokers have work to do on prescription drug costs, price transparency and more, says Mercer’s George Lane.

Advisers in North Carolina and Virginia changed the way they interact with prospects and clients by revamping internal business practices, such as compensation models and company vision.

EBN Benefits Technology Innovator Tom Avery couldn’t find a technology product to meet his clients’ enrollment, compliance and administration needs — so he created one.

Advisers should analyze their professional capabilities and look at their firm as if just starting out to determine the effectiveness of existing client relationships.

Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.

Advisers finding it harder to break into larger accounts are discovering that HR departments at those companies are rarely interested in their innovative ideas.

Cory Friedman, VP of Benefits Consulting for GCG Financial, says the greatest challenge for up-and-coming benefit brokers is lack of opportunity

Evolving sales tactics are making an adviser’s ‘social selling index’ more important than ever, data show.

The latest wave of new leaders to join and be promoted inside major brokerages and carriers.