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.