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.