Advisor strategies

The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.

Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term employer needs.

One key point on the journey toward success is to avoid operational HR leaders and track down prospects’ CFOs first, says columnist Nelson Griswold.

The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.

Association health plan option will create new avenues of coverage, but comes with risks advisers should address with clients.

Advisers beware: With this acquisition, the online retailing juggernaut has set its sights on healthcare.

PK Kriha of Marsh & McLennan Agency oversees the sharing of best practices with clients and has taken a former intern under her wing.

Building a book of business requires multiple branches of a production department and should not rest on the back of one broker to carry business forward.

The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.

There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.

A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.

Successful consultants embrace the ever-changing benefits landscape, seeking out innovation at every turn.

Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.

Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.

The suburban Chicago brokerage’s benefits department has grown 600% in recent years with this Most Influential Woman at its helm.

Marybeth Gray uses data analytics and pharmacy management expertise to bring down cost drivers for Trion Group clients.