Advisor strategies

Agency Growth Mastermind Partnership comes together in Philadelphia to commit to a new way of doing business.

Brokers need to actively work to become better advisers who are more equipped to help clients, says Danny O’Connell.

Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.

Houston broker Cary Goss shares lessons learned from an historic storm, including information he wishes he’d sent clients ahead of time.

Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.

The regulation enacted in June spurred employers to update their plan design and investment menus and some are even shopping for new advisers.

Most brokers are not used to talking about money because they are not worth what they are being paid, says Lake Norman Benefits’ David Contorno.

Success hinges more on broker dedication to benefits expertise than firm size.

The Arizona firm sees the model as a philosophical change for a client, one requiring a commitment to more robust communication and access for dependents.

Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.

Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.

Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.

The regulation enacted in June spurred plan sponsors to update their plan design and investment menus and some are even shopping for new plan advisers.

CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.

Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.

Helping clients process claims, backing up data and volunteering in the next few weeks are a few survival steps in the wake of the storm, advises Jack Kwicien.

The storm is slowly coming to an end and advisers begin to assess the damage and offer whatever aid they can to clients and employees alike through money, gift cards or just a warm, dry place to stay

Agent inundated in 2016 flood tells those affected by Harvey not to lose hope.

As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.