Client strategies

Advance planning optimizes results and turns any event into a productive business opportunity for a brokerage.

It sounds counter-productive, but too many brokers hang on to bad business to the detriment of their firm.

If today’s client isn’t intrigued with what an adviser is sharing on sites like LinkedIn, there is no reason to believe that they’ll be interested in person, says Wendy Keneipp.

Four often-missed signs of depression that can have a hidden impact on workplace productivity and overall staff morale.

Four often-missed signs of depression that can have a hidden impact on workplace productivity and overall staff morale.

Having had time to take measure of the healthcare reform law, their focus is shifting from ensuring compliance to controlling costs, says Eric Helman of Hodges-Mace.

Having had time to take measure of the health care reform law, their focus is shifting from assuring compliance to controlling costs, says Eric Helman of Hodges-Mace.

Having a different conversation with clients will set you apart from the larger agencies, says Nelson Griswold.

At a NAHU summit, panel discusses future of healthcare reform and why brokers are needed now more than ever.

Why sitting down with employers to revisit the enrollment experience can provide valuable information.