Client communications

Start slow and keep it simple to help prospects understand and appreciate your value proposition.

In a panel discussion, three financial advisers explained why the products are often misunderstood and how to assist clients in evaluating their policies.

Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.

Serving clients today requires creativity and innovation. It’s about being resourceful in how and when you connect with clients, because we all want to feel connected right now.

“Find ways to generate income,” says one financial planner.

“If an organization is able to have people work from home, then obviously that's the no-brainer,” said Scott Ream, chair of the Association of Continuity Professionals.

It could just be a five-to-seven year itch, but take this quiz to find out.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

Benefits advisers must move beyond the perception of being product vendors. Here’s how to become a strategic consultant to succeed in a competitive market.

The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

One way for advisers to improve is to start building your skill set by talking to several 401(k) carriers, beginning with existing plans.

Let them do the bragging for you as you build a small library of niche narratives.

With the Benefit's Forum & Expo about to begin, take a look at this year’s honorees aiming to transform wellness, technology, retirement and voluntary benefits in a changing business landscape.

As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.

Managing kidney disease represents an area that’s prone to reactive medicine, wasteful spending and huge claims, but creative solutions to complex and costly care are within reach for savvy brokers and advisers.

Keith McNeil’s plan is designed to protect self-insured clients from costly “lasers” or rate hikes, policy cancellations or exclusions of specific health plan members.

Workers may be missing the mark when it comes to supplemental benefits, but advisers can help close the gaps.