Client relations

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.

For a business-to-business organization like a benefit advisory firm, a core function of growing the brand is to support sales efforts.

Trusted advisers have an emerging opportunity to broaden their value to clients by embracing a new expertise around provider quality.

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.

Two success stories demonstrate the benefits for advisers who developing a specific client market and succession blueprint.

With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

Don’t be afraid to look past typical health brokers to make client introductions — even the office cleaning person could be a lucrative source.

CEO Joe Tatum and President of Benefits Keri Lopez explain how the move better reflects the brokerage’s culture and commitment to clients.