Advisor strategies

Separate brokers from their fee dependence and watch the smart ones evolve into consultative advisers, urges consultant Nelson Griswold.

Austin Wilcox, an EBA Rising Star in Advising, learned early on that employers are financially responsible for a majority of what is going on in healthcare today.

Brokers must bridge the gap between prepping clients for retirement and keeping them satisfied for the years after employment.

Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

From sales tips to product reviews, these industry insiders are sharing can’t-miss information on the social media platform.

Longer lives and growing inflation are just two realities that employers must remember when formulating a post-work plan, urges Jamie McIntyre.

As lawmakers continue to debate the American Health Care Act, brokers are keeping their sights on the impact to clients.

Meghan Brady, a 2017 EBA Rising Star in Advising, has gone from intern to senior account executive at HUB International — ‘learning and re-learning’ along the way.

As lawmakers continue to debate the American Health Care Act, employers are keeping their focus on quality care for employees.

Laden with challenges such as a lack of preventative programs, school districts need extra help with disability programs, says Standard’s Brian Kost.

EBA Rising Star Thomas A. Jensen of Connell Insurance cuts through the complexity for his benefit customers.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

At 30 years old, Brett Fowler proves market knowhow trumps age in growing business, obtaining client respect.

The use of ‘sitesellers’ makes the process systematic and transferable, says adviser Eric Silverman.

Lindsey Bush gets to the heart of the ACA and looks to do the same with its replacement.

By blurring worksite and group, advisers can redirect health savings and cover more employees in the process.

Doug Maher, executive director of employee benefits at EIIA, talks about the challenges of implementing a new platform.

As owner of Palmetto Benefit Solutions, William Hampton Greene knows the aftershocks of complex systems.

Lindsey Bush gets to the heart of the ACA and looks to do the same with its replacement.