From receptionist to lead consultant: How one adviser rose through the ranks
Meredith Colbert, one of EBA’s 2019 Rising Stars in Advising, uses her own experience to bolster young advisers at her firm.
Client strategies
Benefits Think A look inside the next generation of brokers
A new class of advisers brings fresh perspectives on healthcare savings and benefits.
Walden Siew
Arizent
A Rising Star missed her sales goals – then she turned things around
How Megan Runci, a senior consultant at Hodges-Mace, found a way to reinvigorate her work.
Rising Stars, in focus: Benefit advising as a family affair
Rising Star Ben Conner says family values build the foundation of how he approaches doing business with clients.
6 tools to increase your close ratio
Two efficiency experts suggest six handy digital tools that target critical areas to eliminate wasted time and unlock potential.
Benefits Think Retirement planning from the employer’s perspective
If you can help your clients create a unique benefit for themselves and their employees, they will be able to engage top talent and continue to profit.
William J. Rossi
Koss Olinger
Bay Area advisers launch benefits channel on social media
Arrow Benefits Group creates BenefitsTV for YouTube and Instagram as conduit for quick and easy messaging.
Rising Star helps navigate the healthcare system
Ed Ligondé, one of our 20 Rising Stars of 2019, used his own medical condition as inspiration to learn about healthcare — and improve employee benefits education along the way.
2019’s Rising Stars in Advising
These young standout advisers see a changing workforce sparking new benefits for gig workers, student loan debt relief and better engagement tactics from employers. Ranging in age from 26 to 35, they represent the next generation ready to make their mark on an evolving industry.
Benefits Think How employers’ motivations influence employee education
While benefits advisers are challenged with the complex task of educating the masses, they must find better ways to engage clients.
Tim Clairmont
Clear Financial Partners
Rising Stars, in focus: Benefit advising as a family affair
Rising Star Ben Conner says family values build the foundation of how he approaches doing business with clients.
Employee Benefit Adviser recognizes Rising Stars of 2019
These young advisers represent a new generation of leaders from around the country who are approaching benefit offerings with fresh perspectives.
Maintaining HSA eligibility: 8 things clients can do
For employers sponsoring high-deductible health plans with health savings accounts, ensuring that the HDHP continuously remains HSA-qualified is no easy task. But this checklist can help.
Benefits Think No, employers don’t always want your advice
Your clients don’t care how much you know until they know how much you care.
Wendy Keneipp
Q4intelligence
Benefits Think Here’s how brokers can beat Goliath
Independent Davids are winning accounts by using strategies and techniques they call NextGen benefits. Here’s how it works.
Employee Benefit Adviser recognizes Rising Stars of 2019
These young advisers represent a new generation of leaders from around the country who are approaching benefit offerings with fresh perspectives.
Benefits Think 3 benefits trends for brokers to watch
Big pharma disruption and healthcare challenges and legislation are just a few of the big trends that will shape the benefits industry in 2019.
Alex Tolbert
BerniePortal
Insured but still in debt: 5 jobs pulling in $100K a year no match for medical bills
An Arizona couple played by the rules and bought employer-provided health insurance. But after they had a baby this year, their out-of-pocket hospital costs and doctors’ bills climbed to more than $12,000 — and medical debt now threatens their new family.
Paycor adds relationship management software for brokers
The payroll software company provides advisers’ data to help them better understand how their clients are using the technology.
Paycor adds relationship management software for brokers
The payroll software company provides advisers’ data to help them better understand how their clients are using the technology.
