Advisor strategies

Advisers finding it harder to break into larger accounts are discovering that HR departments at those companies are rarely interested in their innovative ideas.

Cory Friedman, VP of Benefits Consulting for GCG Financial, says the greatest challenge for up-and-coming benefit brokers is lack of opportunity

Evolving sales tactics are making an adviser’s ‘social selling index’ more important than ever, data show.

The latest wave of new leaders to join and be promoted inside major brokerages and carriers.

EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.

With the right education, advisers can help companies and employees save on premiums and become more aware of how to use the healthcare system effectively.

For now, Affordable Care Act reporting requirements remain in place and it’s the adviser’s duty to keep employers on task.

EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.

Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.

Allen Nieves works to offer clear-cut advice for small businesses.

EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.

There are many steps advisers should take to help employees identify their financial goals and save accordingly.

Feeling dissatisfied with the insurance industry, EBA Rising Star Colleen Blum connected with a broker who recognized her tenacity.

EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.

Growing a business by 120% in a year requires unique individuals to take on the responsibilities in a fast-paced broker environment, says Kevin Hennessey.

Changing business models, the ACA and rising costs have put strain on consultants, but Joshua Rubich sees a new way of conducting business.

She was promoted four times by the time she was 27 years old and Lauren Fabbri doesn’t plan to slow down anytime soon.

Craft Hayes looks to help small business adopt HSAs and new technology.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

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