-
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
April 10 -
Stale offerings that no one actually uses won’t move the needle on talent management, but earmarking an allowance for expanded options will spark interest and manage costs.
March 30
Voluntary Benefits -
Advisers who are ready to get serious about their prospecting and marketing efforts are probably ready to consider a separate system to help manage those activities.
March 16
Q4intelligence -
Landing a prospective customer is a lot like dating. Remember that patience in growing relationships is the key to lasting success.
March 9
ARCW Leavitt Insurance -
Start slow and keep it simple to help prospects understand and appreciate your value proposition.
December 15
Q4intelligence -
With remote work here to stay, FlexJobs released the most in-demand roles for stay-at-home job seekers, in fields like marketing, HR and tech.
January 5 -
Capital Insurance Agency’s David M. Moore, Sr., (1940-2020), led with his “heart, passion and grace.”
April 15
Daymark Advisors -
Enhancements in decision support tools, e-enrollment and more are coming, The Standards’ Kevin McNamara says.
March 5 -
Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.
December 19
Q4intelligence -
Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien
July 17
Daymark Advisors -
A robust value proposition can engage and bring in new employees.
May 26 -
By understand how today’s clients consume information, firms can develop and present messaging that will resonate with employers.
May 15
Q4intelligence -
The channel for reaching customers and prospects is only growing in strength, with a $38 to $1 ROI.
January 17 -
Knowing your message and strategy are the cornerstones of an effective campaign, according to consultant John Graham.
December 28
GrahamComm -
A loyal employer will spend more money and renew more quickly, according to research.
November 2 -
Benefit consultants don’t need to be code jockeys to improve their search engine results. Rick Ramos advises how to reach the top of the Google heap.
October 31
HealthJoy -
One owner became the largest agent in his area in just three years by using social media and offering services to his community that in turn boost his overall sales.
October 31 -
Subject line and follow-up are the most important elements of an electronic composition, explains Jeremiah Desmarais of Agency Growth Academy.
October 31 -
Brian Kost of Standard Insurance Co. guides the way to avoiding the pitfalls of implementing a new hardship plan.
October 4
Standard Insurance Company -
Boost enrollment participation and next generation recruiting simultaneously with Snapchat, says adviser Eric Silverman.
October 3
Voluntary Benefits







