5 ways advisers can stay close with clients

Acknowledge the fact that Its been awhile since you’ve both talked and apologize for not doing a better job staying in touch. Let the client know, “Im making a concerted effort to get to know my clients better and stay in touch,” says Michael Goldberg, founder of Building Blocks Consulting.

Have you ever been working on an account for client A and his or her situation reminded you of client B? This is a perfect time to contact client B by saying, “I’d like to discuss your long-term care coverage and some other ideas that might be very beneficial to you and your family.”

The absence conversation advisers can’t afford to outsource

Advisers who treat absence as a strategic discipline, not a vendor handoff, will have a stronger story to tell and a more valuable role to play.

By Kevin Curran

Founding Partner

Salt Margin, a Baldwin Risk Partner

August 31

Financial expert advising a service firm client on credit line benefits for operational growth with the focus on the advisor and blurred business.

Tax

5 ways advisors can get more out of HSAs

Advisors suggest multiple ways that clients can maximize the triple tax advantages of health savings accounts (HSAs) while avoiding penalties.

By Zoe Sagalow

Reporter

June 4

Retirement

The next gen: Retirement advisers adjust to changing client options, circumstances

Expansion of savings vehicles, along with the largest transfer of wealth in U.S. history, bodes well for plan participants as advisers shift to offering ongoing financial guidance.

By Bruce Shutan

Contributing writer

June 2

Benefits Think How retirement advisers can ride a tsunami of growth

The next era of advisory practice will belong to those who combine holistic guidance with integrated insights and actionable strategies.

May 4

Kevin Gaston

Tax planning

Avoid IRS penalties: How advisers can streamline federal filings

Handing off clients to an e-filing expert can help reduce administrative strain while allowing HR and benefits teams to focus on employee support and plan strategy.