The rise of social media’s finfluencers — and how they’re helping Gen Z
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
Benefits Think Ready to liven up client benefits? Suggest a shopping spree
Stale offerings that no one actually uses won’t move the needle on talent management, but earmarking an allowance for expanded options will spark interest and manage costs.
Benefits Think Do you need a separate CRM from your agency system?
Advisers who are ready to get serious about their prospecting and marketing efforts are probably ready to consider a separate system to help manage those activities.
Benefits Think To become highly effective producers, advisers should put service before the sale
Landing a prospective customer is a lot like dating. Remember that patience in growing relationships is the key to lasting success.
Benefits Think Now’s the time to declutter your marketing plan
Start slow and keep it simple to help prospects understand and appreciate your value proposition.
Looking for a new job? These 10 fields are hiring remote workers
With remote work here to stay, FlexJobs released the most in-demand roles for stay-at-home job seekers, in fields like marketing, HR and tech.
Benefits Think In remembrance of David Moore
Capital Insurance Agency’s David M. Moore, Sr., (1940-2020), led with his “heart, passion and grace.”
9 rising trends in voluntary benefits
Enhancements in decision support tools, e-enrollment and more are coming, The Standards’ Kevin McNamara says.
Performance-based contracting is the next wave of agency innovation
Tying compensation to outcomes has proved successful for several brokers, but they must overcome their skepticism and fear of change.
In review: 20 young leaders in benefits
The 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
