Sales and Marketing

The 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.

30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field

Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.

EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.

The best thing advisers can do is bring a proactive strategy to the sales process, says Voluntary Adviser of the Year Eric Silverman.

Producers have limited time to get an employer’s attention and being obnoxious will not work.

Mondays are the most productive day to hold an all-staff discussion to promote the products and services that are the lifeblood of any brokerage.

Bringing the products to clients is a natural fit as healthcare costs continue to shift onto employees, DirectPath’s Bart Yancey says.

Partner at DCW Group, Bob Gearhart Jr., is seamlessly adapting to the changing role of adviser from product specialist to corporate consultant.

Body builder and inspirational speaker Dave Whitely wowed EBA’s Workplace Benefits Summit, by displaying his feats of strength and proving no obstacle is too difficult to overcome.