Advisor strategies

Giving up control to let someone else figure out what to do next is not the right move, says columnist Nelson Griswold.

Are employees substituting professional diagnoses for quicker and cheaper results at the risk of their health?

The season is a great time to catch up on the latest thinking and best practices. Here are the editors’ must-read picks.

Advisers and plan sponsors must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.

Perhaps stymied by industry terminology, many employers are still reluctant to adopt such platforms, Liazon survey finds.

What advisers can do on their own and where they need carrier assistance, according to Global IQX’s Michael J. de Waal.

Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.

Shopping for technology is one of the most important decisions an employer can make in this age of mobile apps and online benefit platforms.

Some brokers are more tuned in to clients’ plans than others, but all would benefit from a comprehensive understanding of DI, says The Standard’s Brian Kost.

Market segmentation, such as specializing in the education field, can be a prosperous business decision for advisers, says columnist Jack Kwicien.

Trust in your all-star performers’ capabilities and use positive motivation, says adviser Eric Silverman.

Lawley Benefits executives discuss how their PBE has become a market differentiator for their brand, and what the product brings to employers.

It’s a broker’s duty to keep their representatives informed of health reform’s impact on clients, says former president of NAHU, Tom Harte, who recently testified in front of a Senate committee on the subject.

The brokerage is offering an integrated program that aims to save employees time as a single access point for retirement and other accounts.

The carrier sought adviser feedback on a new way of thinking about benefit communication that may transform the industry, says Frenkel Benefits’ Craig Hasday.

It is increasingly the adviser’s job to counsel employers on a broad range of workforce management topics, such as reaching career goals, according to ADP’s Aldor Delp.

With benefits at a ‘strategic infliction point,’ speaker at NAHU conference shares what advisers need to think about when purchasing such a product.

How can these products become even more successful? MetLife VP Randy Stram shares recent trends in CI, accident insurance and more in this video from CIAB’s Employee Benefits Leadership Forum.

With benefits at a ‘strategic infliction point,’ speaker at NAHU conference shares what advisers need to think about when purchasing such a product.

There’s no such thing as practice makes perfect when it comes to sports or business, but adviser Eric Silverman says many principles of success apply to both.