Client strategies

Because next year will be too late.

To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.