Advisor strategies

Jordan Hersh, VP of product strategy and development at NX Health Network, helps clients overcome the challenge through customized networks.

Advisers must listen to clients through engagement surveys, committees and attending enrollment fairs, says Aflac HR head Matthew Owenby.

Adviser David Hatter runs a successful firm by focusing on company culture, recruiting and nurturing top talent.

As clients’ go-to resource, advisers should provide employers with fact-based analysis of what is and is not included in ACA replacement bill, says consultant Wendy Keneipp.

Brokerages can improve their bottom line by streamlining internal processes, says IBX’s John Ollis.

Collaborative workers complete tasks 15% quicker than those going it alone, says ADP’s Aldor H. Delp

Address employer needs in legislation, retail, data and engagement one at a time to be a trusted resource, Connecture’s Joe Donlan says at EBA’s Workplace Benefits Renaissance.

In an opening keynote at EBA’s Workplace Benefits Renaissance, industry veteran Carlo Mulvenna described two key attributes advisers need to thrive.

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.

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

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

ACA replacement will most likely place a greater emphasis on health savings accounts and put employees in the driver’s seat.

In an opening keynote at EBA’s upcoming Workplace Benefits Renaissance, brokers will learn how to thrive under Trump.

Milliman’s Bill Bade will identify how to take advantage of strategic partnerships with insurance product providers at EBA’s Workplace Benefits Renaissance.

ACA replacement will most likely place a greater emphasis on health savings accounts and put employees in the driver’s seat.

Most brokers do not make money in this arena because they don’t employ best practices, says John Ollis, VP of sales and marketing at IBX.

Employees don’t always understand the benefits of supplemental medical coverage.

Poised to grow his business 25% year over year for the foreseeable future, adviser Mark Skinner is tapping into the synergy across benefit products to meet a powerful need for clients.

High-level trends such as a focus on financial security are affecting the voluntary benefit market, say Workplace Benefits Renaissance speakers Katie Dunnington and Alvin Heggie.

Move a broker’s value proposition beyond the renewal, and provide strategy around the medical and benefits plan that positions them as a strategic adviser and not a mere vendor, says consultant Nelson Griswold.