Advisor profile

A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.

To get your prospects’ attention, you need a highly visible presence that speaks to their needs.

Recruiting, hiring and utilizing topnotch salespeople requires time, effort and a different set of skills.

Adviser Vinnie Daboul has nothing against growth. But he spends the greater part of his work week meeting with current clients; not chasing new ones.

GAB International’s Felipe Barganier uses workforce demographics to help clients satisfy the diverse needs of their employee populations.

Adviser Kimberly Eckelbarger shows clients how to increase earnings by right-sizing their health plans.

Keystone Insurers’ Billy Bridwell helps clients think differently about their benefits programs.

HUB International adviser Melissa Koontz works to oppose legislation that undermines her Washington state school district clients.

Rising Star in Advising Rachel Miner has been in the field for just over three years, fixed on improving transparency and health costs for her clients.

GCG Financial’s Cory Friedman is building his book by delivering a uniform set of health programs to animal hospitals and dental practices nationwide.

This rural-Missouri adviser won deep discounts from local-area providers for the benefit of her self-funded and group captive clients.

Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.

Adviser Scott Haile has turned away clients who refuse to also be partners. He now has fewer than before—but he’s also making more money.

After noticing shared pain points across the brokerage community, Alecia Nash was inspired to design and develop a better office workflow solution.

Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.

Next generation benefit firms owe it to employers and to themselves to invest in solutions beyond those that align with their financial interests.

2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.

While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.

2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.

While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.