Benefits Think For benefit advisers marketing has become a whole new ballgame
To get your prospects’ attention, you need a highly visible presence that speaks to their needs.
Wendy Keneipp
Q4intelligence
Client communications
Confused by the SEC’s proposed advice rule? Your questions answered
The regulator's proposal is set to remake compliance standards for brokers and advisors.
Confused by the SEC’s proposed advice rule? Your questions answered
The regulator's proposal is set to remake compliance standards for brokers and advisors.
Can financial wellness programs help women bridge the gender savings gap?
Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.
Robust agency M&A activity reported for Q1
At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.
How to help employees negotiate their retirement salary
Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio
It pays to take RMDs early in the year
Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.
Benefits Think Want more enduring client relationships? Try offering a more strategic set of services
No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.
HR Center of Excellence encourages more thoughtful approach to benefits
Paycor examines six pillars to benchmark, including people management and employee experience, to improve industry practices.
Collateral Benefits Group adviser brings youthful energy to a leading position
EBA Rising Star in Advising Mark Fox went from being broker services rep at Aflac to small brokerage owner to his current position at a larger firm all before age 30.
HR Center of Excellence encourages more thoughtful approach to benefits
Paycor examines six pillars to benchmark, including people management and employee experience, to improve industry practices.
Benefits Think An adviser’s pipeline needs both prospecting and marketing
For a business-to-business organization like a benefit advisory firm, a core function of growing the brand is to support sales efforts.
Wendy Keneipp
Q4intelligence
Benefits Think How to determine ‘reasonable’ compensation for a broker
Advisers who rely on the Best Interest Contract Exemption need to comply with the three Impartial Conduct Standards, otherwise they fall under non-exempt prohibited transactions.
Josh Waldbeser
Drinker Biddle
Becoming the ‘True Trusted Adviser’
EBA Rising Star in Advising finalist Braden Monaco seeks to offer the total concierge package as his primary tool to drive growth for his firm and success for his clients.
Benefits Think What a proper business plan and perpetuation strategy can do for a brokerage
Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.
Jack Kwicien
Daymark Advisors
Benefits Think Advising’s talent acquisition problem
With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.
Bob Gearhart, Jr.
DCW Group
Benefits Think Still selling products? Your days are numbered
Brokers clinging to ways of doing business in the past, such as insurance spreadsheeting, are headed toward a quick retirement.
Wendy Keneipp
Q4intelligence
How benefit brokerages can prepare for a profitable sale of the company
Key factors that make for a strong agency valuation include a demonstrated history of growth, diversification of clients and a consulting-focused business model.
How to boost ancillary commissions through enhanced enrollment tools
Moving a client to an online platform has the potential to triple a broker’s profits while also expanding an employer’s benefit options.
Benefit pros on the move: New hires inside Hodges-Mace, SS Nebsitt, ASH and other leading firms
The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.