Advisor strategies

Perhaps stymied by industry terminology, many employers are still reluctant to adopt such platforms, Liazon survey finds.

What advisers can do on their own and where they need carrier assistance, according to Global IQX’s Michael J. de Waal.

Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.

Shopping for technology is one of the most important decisions an employer can make in this age of mobile apps and online benefit platforms.

Some brokers are more tuned in to clients’ plans than others, but all would benefit from a comprehensive understanding of DI, says The Standard’s Brian Kost.

Market segmentation, such as specializing in the education field, can be a prosperous business decision for advisers, says columnist Jack Kwicien.

Trust in your all-star performers’ capabilities and use positive motivation, says adviser Eric Silverman.

Lawley Benefits executives discuss how their PBE has become a market differentiator for their brand, and what the product brings to employers.

It’s a broker’s duty to keep their representatives informed of health reform’s impact on clients, says former president of NAHU, Tom Harte, who recently testified in front of a Senate committee on the subject.

The brokerage is offering an integrated program that aims to save employees time as a single access point for retirement and other accounts.