How brokers can strengthen relationships with SMBs
Running a small business can put major time constraints on an owner, here are some tips from MetLife and others for advisers to earn trust quickly and build a lasting partnership with clients.
Running a small business can put major time constraints on an owner, here are some tips from MetLife and others for advisers to earn trust quickly and build a lasting partnership with clients.
Most advisers completely misunderstand where their real competition is coming from, says columnist Nelson Griswold.
Running a small business can put major time constraints on an owner, here are some tips from MetLife and others for advisers to earn trust quickly and build a lasting partnership with clients.
Just as a world of apps has built up around the iPhone, so must advisers recognize where they fit in today’s tech-driven workplace environment, says Joe Markland.
The two leaders may not see eye-to-eye on benefits decisions, says consultant Hugh O’Toole, but with the right message a broker can get through to both.
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.
Cost misconceptions keep them from buying policies, which provides educational opportunities for plan sponsors, says Web Benefit Design’s Jessica Campbell.
Advisers can help employees make the connection on the value of these benefits for their whole household through targeted education campaigns.
Cost misperceptions keep them from buying policies, which provides an opportunity for advisers, says Web Benefit Design’s Jessica Campbell.
Workers are nearly twice as likely to choose the financial protection products when they’re offered through their employer, finds a recent Cigna study.
Gregory & Appel’s president of employee benefits overcame professional obstacles and personal challenges to lead her team to massive gains.
There is ‘tons of opportunity' for advisers to educate workers on the financial security benefits of these products, says new Cigna study.
Gregory & Appel’s president of employee benefits overcame professional obstacles and personal challenges to lead her team to massive gains.
While many workers can navigate benefit marketplaces by themselves, a new survey reveals that employees make better selections when helped by an adviser.
It’s a logical move for the brokerage and consulting firm and a strong step in the process of mainstreaming voluntary, says columnist Nelson Griswold.
While many workers can navigate benefit marketplaces by themselves, a new survey from Liazon reveals that employees make better selections when helped by an adviser.
It’s a logical move for the brokerage and consulting firm and a strong step in the process of mainstreaming voluntary, says columnist Nelson Griswold.
Don’t miss the opportunity to help protect employees from the financial impact of cancer and other dreaded diseases.
As benefits become more complex, organizations are looking for expert guidance – creating opportunities for professionals looking to expand.
If allowing advisers to post freely on LinkedIn and other sites is worrisome, firm owners need to reevaluate internal communication practices, says columnist Wendy Keneipp.