Advisor strategies

From tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.

Trump Administration expected to ease proposal’s regulatory burdens.

Eliminate common objections from prospects’ vocabulary through adviser Eric Silverman’s ‘proven system.’

Here are ways to liven up employee participation and engagement, according to a report from UBA.

Brokers don’t realize marketing directly influences buyers and the selling process, says consultant Wendy Keneipp.

Benefit Advisors Network joins forces with leading companies, new organization planning future acquisitions.

These platforms benefit employers and employees in many ways beyond cost saving, says adviser Sima Reid.

Presidential election unsettles notions of healthcare, regulation and public policy, while benefit offerings become increasingly customized.

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.

Knowing your message and strategy are the cornerstones of an effective campaign, according to consultant John Graham.

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.

Tailored communications recommended as focus becomes more strategic, with new investment options on the horizon.

Proper use of data and benchmarking are necessary to retain and gain clients.

UBA report suggests ways to liven up employee participation and engagement.

Better education methods and communication will make a huge difference in voluntary enrollment, says The Standard’s Kevin McNamara.

Tailored communications recommended as focus becomes more strategic, with new investment options on the horizon.

EBA bloggers spent 2016 discussing major changes to employee benefits, including what can be done to stem costs and save adviser salaries.

Advisers who want to bring in new clients should make their homepage priority No. 1, says HealthJoy’s Rick Ramos.

There is a disconnect between employees’ capacity to save and advisers’ willingness to address savings education, says T. Rowe Price’s Patrick Delaney.

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.