Maxwell Health’s formula for success
The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.
Practice management
Benefits Think The power of client testimonials
Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien
Jack Kwicien
Daymark Advisors
Adviser maximizes corporate wellbeing programs through creative tech
Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term employer needs.
Adviser Rae Lee Clark thrives with a head full of knowledge
Through a blog and newsletter, the chief compliance officer for benefit firm Vita Companies helps clients navigate regulation.
Benefits Think How advisers can beat the competition through innovation
One key point on the journey toward success is to avoid operational HR leaders and track down prospects’ CFOs first, says columnist Nelson Griswold.
More women are joining the benefits industry, thanks to adviser Karin Rettger
The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.
Provision of BCRA could ‘radically reconfigure small-group’ insurance
Association health plan option will create new avenues of coverage, but comes with risks advisers should address with clients.
Benefits Think Will Amazon turn Whole Foods into Whole Drugs?
Advisers beware: With this acquisition, the online retailing juggernaut has set its sights on healthcare.
Tom Greene
Alliant Employee Benefits
Broker leads the way with strategic relationships, mentoring young colleagues
PK Kriha of Marsh & McLennan Agency oversees the sharing of best practices with clients and has taken a former intern under her wing.
How to grow, manage and incentivize a modern brokerage sales team
Building a book of business requires multiple branches of a production department and should not rest on the back of one broker to carry business forward.
More women are joining the benefits industry, thanks to adviser Karin Rettger
The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.
Alight Solutions aims to enhance healthcare, consumer experience and HRIS
Independent ben admin platform spun off by Aon focuses on health, wealth, consumer experience, technology and more to draw in mid-market clients.
Benefits Think 4 ways to foster innovation in an organization
Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.
Aldor Delp
ADP
A focus on clients leads adviser Marne Bell to success
Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.
Adviser maximizes corporate wellbeing programs through creative tech
Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.
Benefits Think Product hawking is out. Compelling ideas and advice are in.
There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.
Wendy Keneipp
Q4intelligence
Louisiana adviser grows business with a focus on customer support
A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.
Benefits Think Intellectual curiosity separates top advisers from the herd
Successful consultants embrace the ever-changing benefits landscape, seeking out innovation at every turn.
Rachel Miner
Thrive Benefits
Benefits Think How employers can stay compliant with the ADAAA
Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.
Jeffery D. Smith
Standard Insurance Company
From semi pro-athlete to benefit adviser
Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.
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