Practice and client management

For communication to be successful, it has to be the right message, delivered to the right audience, says Wendy Keneipp.

Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.

The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.

The benefits market is undergoing a transformation and few operations seem fully prepared.

When advising the youngest generation in the workforce, brokers must focus on education and technology-driven tools to enhance understanding.

Understanding ACA compliance is critical, but it mustn’t come at the expense of fundamental employee education.

Ensuring clients understand ACA compliance is critical, but doing so at the expense of fundamental education is negligent.

If the owner and the executives are the only folks working during a storm, wouldn’t those be ideal days to reach your intended target?

Early career counseling opportunities contribute to long-term success, not only for producers, but also for the firms that hire them, new research shows

A modern consultant needs a firm command of new enrollment options and other tools, with a fresh perspective on how to use them.

To strengthen relationships, proactive brokers are implementing innovative options such as onsite clinics.

EBA’s 2016 Rising Stars in Advising use their millennial status to their advantage in building client relationships and capitalizing on their strong grasp of technology.

Bill Pragalz and nine other brokers under age 35 create new ways to connect to employer clients and grow their book of business.

A brokerage’s most valuable asset is not prouducts, but the quality of its relationship with clients, says Bottom Line Solutions’ Nelson Griswold.

The companies will pay accompanying babysitter expenses for employees with infants on business trips — a signal to advisers that the ante is upped for firms looking to attract parents.

Leslie Straus leads a fast-growing division of The Benefit Companies that focuses solely on helping clients and fellow advisers tackle the problem of tracking, monitoring and analyzing employee data.

Marketing has changed and benefit advisers must learn the new rules, says Q4intelligence’s Wendy Keneipp.

It’s in a broker’s best interest to align their performance with employer expectations, says John Graham.

This move sends a signal to advisers that things are no longer business as usual, says Joe Markland.

Whether just starting out, or expanding an existing marketing plan, Amy Evans says social media can be an engaging way to promote your agency.