Advisor strategies

How do brokers position themselves as strategic partners? Talent ‘activation’ is the key, says ADP VP of Broker Strategy, Bruce Whittredge.

Doing so is one of the most important initiatives a brokerage can undertake, says Jack Kwicien.

By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.

Plan sponsors should review progress toward initial retirement goals and assess their strategies for improvement, says John Ludwig.

When formulating an investment strategy, plan sponsors must take into account their responsibilities.

There is a way to regain the trust of clients in an industry plagued by doubt and suspicion, says Mick Rodgers.

Speaking at The Big ‘I’ legislative conference in Washington, congressman encourages brokers to stay involved in politics.

Knowing how a health plan influences member behavior allows advisers and employers to be proactive in improving outcomes.

At least 81% of employers say an adviser plays a crucial role when developing their benefit plans, health reform compliance and more, according to MetLife.

Demonstrating demand, laying out the benefits and focusing on plan integration will help advisers to avoid selling clients short on voluntary.

EBA Rising Star in Advising Andrew McNeil captures employers’ attention by capitalizing on millennials’ desire for more than solid benefits and a high salary.

Knowing how a health plan influences member behavior allows advisers and employers to be proactive in improving outcomes.

Market forces frequently conspire to keep these ideas misaligned, but brokers can provide clarity on how to manage costs and improve availability.

At least 81% of employers say an adviser plays a crucial role when developing their benefit plans, health reform compliance and more, according to MetLife.

EBA Rising Star in Advising Andrew McNeil captures employers’ attention by capitalizing on millennials’ desire for more than solid benefits and a high salary.

Brokers have work to do on prescription drug costs, price transparency and more, says Mercer’s George Lane.

Advisers in North Carolina and Virginia changed the way they interact with prospects and clients by revamping internal business practices, such as compensation models and company vision.

EBN Benefits Technology Innovator Tom Avery couldn’t find a technology product to meet his clients’ enrollment, compliance and administration needs — so he created one.

Advisers should analyze their professional capabilities and look at their firm as if just starting out to determine the effectiveness of existing client relationships.

Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.