Advisor strategies

Short-sighted decision-making from the leadership team is frustrating, says columnist Wendy Keneipp. Here's how to overcome that.

Groundbreaking advances in service delivery models, data analytics, mobile capabilities and more are reshaping the workplace, says Lockton’s Steve Tomac.

Through innovative partnerships with providers and carriers and by listening to clients with a nurse’s touch, our 2016 Employee Benefit Adviser of the Year, Gayle McCann, has grown North Risk Partners into a true Minnesota powerhouse.

Variables often center on accessing liquidity, maintaining control and preserving a legacy, but there are many more factors to consider, says consultant Bob Coen.

Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.

With CFOs interested in the healthcare bottom line, brokers must build a long-term design that works for employers’ bottom lines, says adviser Suzy Johnson.

Avoid wasting time and money by evaluating potential candidates and selecting the best brokers from the start, says Randy Schwantz.

The Arrow Umbrella Program seeks to protect small advisory firms in the Golden State from market devaluation, commission loss and other threats.

The paycheck is a gateway to helping the youngest generation in the workforce understand their finances and spending habits, says ADP’s Aldor Delp.

Tracking key indicators, expanding beyond insurance are ways to overcome business obstacles, explains consultant Kevin Trokey.