Practice and client management

Partner at DCW Group, Bob Gearhart Jr., is seamlessly adapting to the changing role of adviser from product specialist to corporate consultant.

Make business development activities a systematic, constructive work habit, and columnist Jack Kwicien says attracting and selling new clients will get that much easier.

Recent decisions by the National Labor Relations Board have found that “no recording” policies are illegal under the National Labor Relations Act.

Industry experts weigh in on a range of pain points facing employees, such as managing student debt, and the products that are designed to address them.

Adviser Eric Silverman is on a ‘journey to transform’ the perception of employee-paid benefits.

New coverages, such as follow-up care and gunshot protection, have more employers offering to pay for the product, as growth doubles year-over-year.

Keeping benefits local and establishing an active communication chain are just two ways the top brokers achieve success within their positions.

With many new industry players, advisers need to come up to speed on product details, panel at EBA’s Workplace Benefits Summit says.

NFP’s Sue Donohue is uses employee data to help employers recognize how to attract top talent with the most relevant benefits.

Employers should encourage employees to block out time on their calendars, take time for mental breaks and consciously limit emails at night and on weekends.

Speaking the employer’s language, providing self-service tools and amping up brand recognition will keep clients turning to brokers for advice.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

Under current interpretations of agency's final rule, blanket post-accident drug testing policies could be considered retaliatory and in violation of the rule.

Most brokers see themselves contending with ben admin platform vendors and outsourcers for business.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBN’s Benefits Forum & Expo say.

While the economy and job market have continued growing over the years, there are a number of jobs employers say they are having trouble hiring for.

Body builder and inspirational speaker Dave Whitely wowed EBA’s Workplace Benefits Summit, by displaying his feats of strength and proving no obstacle is too difficult to overcome.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBA’s Workplace Benefits Summit say.

Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.