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Many brokers say they never lost a client to Namely or similar companies — what they don’t know is how many prospects they lost to these firms.
January 23Nfor1 -
It sounds counter-productive, but too many brokers hang on to bad business to the detriment of their firm.
January 17Q4intelligence -
Start the year out right with smart, aggressive goals that will motivate your team and transform your business.
January 13Maxwell Health -
From tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.
January 10 -
Eliminate common objections from prospects’ vocabulary through adviser Eric Silverman’s ‘proven system.’
January 6Voluntary Benefits -
Brokers don’t realize marketing directly influences buyers and the selling process, says consultant Wendy Keneipp.
January 5Q4intelligence -
Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.
December 28 -
Knowing your message and strategy are the cornerstones of an effective campaign, according to consultant John Graham.
December 28GrahamComm -
Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.
December 28 -
Advisers who want to bring in new clients should make their homepage priority No. 1, says HealthJoy’s Rick Ramos.
December 20HealthJoy