Advisor strategies

Advisers cannot afford to define their value as the point of access to benefits product information and services. They need to transcend client’s expectations, says consultant Jack Kwicien.

She was promoted four times by the time she was 27 years old and Lauren Fabbri doesn’t plan to slow down anytime soon.

Laden with challenges such as a lack of preventative programs, school districts need extra help with disability programs, says Standard’s Brian Kost.

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.

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