Client relations

Advisers should focus on bringing new holistic financial wellness offerings to clients.

Independent brokerages and agencies are “low-hanging fruit” for cybercriminals, one expert says.

In a TMI world, advisers must make themselves knowable and accessible to buyers through the research and decision-making process.

Persevering through setbacks, these advisers are leveraging their experiences to help employer clients reach their potential.

“She’s been through the struggle and understands what we’re all going through in life,” says a client of one of EBA’s Top Women in Benefit Advising, Casey Armstrong.

Non-traditional worksite offerings like pre-payday loans and student tuition repayment are providing brokers new ways to beef up packages.

“They’re looking at their future and saying, ‘If I pay taxes today, I could potentially have more tomorrow,’ ” one expert says.

“As the acquirer you want to pay as little as possible. If you’re looking to sell your business you need to be more informed as a seller,” says one expert.

In a largely male-dominated profession, these leaders stand out for both professional and personal reasons.

A top benefits attorney discusses the legal troubles employers are dealing with when it comes to discrimination and compensation.