Client relations

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.

Face it, your clients and prospects do not want to meet you in person, but here’s how you can still stay connected.

Be transparent about the challenges you’re facing when you communicate with colleagues and clients and make sure your practice is optimized for a work-from-home situation.

Having a solid vendor relationship is great, but your firm can do better. Here's how.

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.

Benefit vendors say employers will look elsewhere if their brokers don't bring trending voluntary benefits to their attention.

Employers should consider bringing benefits such as student loan repayment and financial wellness to employees this year.

Advisers should consider bringing benefits such as student loan repayment and financial wellness to employers this year.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

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.

With breakout ideas like BenefitsTV and Alianza, Rosario Avila and Andrew McNeil display the value of teamwork when advising clients.

Voluntary Adviser of the Year Beverly Beattie takes a hands-on, comprehensive approach to help employers save on benefits programs.

One former hospital administrator is switching gears to help employees stay out of the emergency room.

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

Enrollment is right around the corner and advisers need to be armed with information on the latest trends.

Brokers and advisers must choose either to actively disrupt the status quo or to support it. There’s no middle ground, columnist argues.