Advisor strategies

Speakers shared how they revitalized agencies and analyzed groundbreaking trends to provide advisers plenty of takeaways at 2017’s Workplace Benefits events.

The 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.

Employers tried new strategies to tame benefit expenses, such as self-funding and association health plans.

30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field

Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.

EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.

Non-traditional worksite offerings like pre-payday loans and student tuition repayment gained popularity but brokers debated their profitability.

Taking the time to think through and document your company’s game plan can pay big dividends

Lists showing the top carriers and brokers across the country were amongst the most viewed.

Zenefits exiting the broker of record business, Alera Group bringing agencies together and health reform attempts were among the most viewed items.

Submit yourself or a fellow top-notch benefit adviser under age 35 to be considered for this award recognizing young leaders.

Getting a request for proposal right the first time keeps brokers from scrambling to put together last-minute results for clients.

Producers have limited time to get an employer’s attention and being obnoxious will not work.

Mondays are the most productive day to hold an all-staff discussion to promote the products and services that are the lifeblood of any brokerage.

The latest hires and promotions inside advisory firms across the nation.

The latest hires and promotions inside advisory firms across the nation.

Bringing the products to clients is a natural fit as healthcare costs continue to shift onto employees, DirectPath’s Bart Yancey says.

The right software reduces the burden associated with increased voluntary options by cutting the paperwork and making it easier for employees to evaluate products and enroll in coverage.

To date, nearly 150 firms have engaged in some form of M&A deal within 2017, nearly surpassing both 2015 and 2016 records.