Banco Popular de Puerto Rico

Commentary: More than empty theories, columnist Nelson Griswold shares business-building and growth strategies that work.

Commentary: Add these talking points to your next plan review to ensure the year gets off to a good start, says adviser Michael Clark.

Commentary: If you listen to your clients — and I mean really listen to what they’re saying and not saying — you’ll know exactly what they need and what they’re willing to spend money on, says columnist Wendy Keneipp.

Commentary: By understanding the measurables of their plan and leveraging data, plan sponsors will make smarter, more informed decisions to create competitive benefit packages while addressing plan-specific needs with actionable insights.

It all starts with a business plan and honest answers to some tough questions about the state of your company, says columnist Jack Kwicien.

Commentary: Without building a better plan, continued participation will wane and the program as a whole will fall short of employer health initiatives, says adviser Tim Olson, who shares five steps that will lead employer clients to an improved plan.

Commentary: The reality is that the CO-OPs could not overcome the most vital aspect of our insurance infrastructure: maintaining adequate reserves, says adviser David C. Smith.

Commentary: Advisers focused on life insurance and financial planning are missing an opportunity to stand out by introducing DI into the discussion.

Commentary: Executives are starting to acknowledge that engagement alone won’t drive long-term results.

There is a huge (and often missed) opportunity where brokers and consultants can step in to help and keep their value proposition at the forefront of clients’ minds.