3 qualities of the most prosperous and productive advisers

Of the most profitable survey respondents, 40% were independent advisers and 43% of the most productive advisers said they also were unaffiliated with larger companies. In an informal survey conducted by EBA last summer, independent advisers also said they valued their status for other factors, too, including freedom, having an array of product solutions and ability to set their own client-service expectations.

Working in a team environment is a separate plus for advisers, with 57% of the most profitable respondents and 60% of the most productive saying that they operate this way.

Benefits Think The absence conversation advisers can’t afford to outsource

Benefit advisers spend much of their time helping middle-market and enterprise employers manage medical trend, pharmacy costs, compliance and renewal pressure. That attention is well earned. Healthcare costs are expensive, closely watched by executive teams and clients place high value on the data analysis advisers bring forward. Not every meaningful cost gets the same level […]

September 2