Practice management

Brokers have work to do on prescription drug costs, price transparency and more, says Mercer’s George Lane.

Advisers in North Carolina and Virginia changed the way they interact with prospects and clients by revamping internal business practices, such as compensation models and company vision.

Employers should help improve security measures, Willis Towers Watson research finds.

EBN Benefits Technology Innovator Tom Avery couldn’t find a technology product to meet his clients’ enrollment, compliance and administration needs — so he created one.

Employees may leave an adviser's office with a terrific filing strategy. But the actual process can prove daunting. Here's how missteps can be avoided.

Advisers should analyze their professional capabilities and look at their firm as if just starting out to determine the effectiveness of existing client relationships.

Employers should be preparing to conduct more due diligence on those advising their plans, says financial adviser John Ludwig.

Advisers finding it harder to break into larger accounts are discovering that HR departments at those companies are rarely interested in their innovative ideas.

Cory Friedman, VP of Benefits Consulting for GCG Financial, says the greatest challenge for up-and-coming benefit brokers is lack of opportunity

Evolving sales tactics are making an adviser’s ‘social selling index’ more important than ever, data show.

The latest wave of new leaders to join and be promoted inside major brokerages and carriers.

EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.

OPTIS Partners’ mergers and acquisitions database reveals 178 reported transactions in the first three months of the year — at least 63 more than 2016.

With the right education, advisers can help companies and employees save on premiums and become more aware of how to use the healthcare system effectively.

By opening up clinics to non-clients and offering CPR training to the broader community, these firms are engaging their employees and cementing new relationships.

For now, Affordable Care Act reporting requirements remain in place and it’s the adviser’s duty to keep employers on task.

For more engaged and satisfied workers, avoid cumbersome technology and over-reliance on email communication, says ADP’s Aldor Delp.

EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.

Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.

Allen Nieves works to offer clear-cut advice for small businesses.