Practice management

Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.

Craft Hayes looks to help small business adopt HSAs and new technology.

Separate brokers from their fee dependence and watch the smart ones evolve into consultative advisers, urges consultant Nelson Griswold.

Austin Wilcox, an EBA Rising Star in Advising, learned early on that employers are financially responsible for a majority of what is going on in healthcare today.

Brokers must bridge the gap between prepping clients for retirement and keeping them satisfied for the years after employment.

Johnson & Johnson thinks it has the answer to executive burnout. All it takes is a physiologist, a dietitian, an executive coach and $100,000 in special services.

Leading a firm of four with a dozen sub-contractors, Jason Seltzer of J. Seltzer Associates is selective in developing his customer base.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

From sales tips to product reviews, these industry insiders are sharing can’t-miss information on the social media platform.

Longer lives and growing inflation are just two realities that employers must remember when formulating a post-work plan, urges Jamie McIntyre.

As lawmakers continue to debate the American Health Care Act, brokers are keeping their sights on the impact to clients.

Meghan Brady, a 2017 EBA Rising Star in Advising, has gone from intern to senior account executive at HUB International — ‘learning and re-learning’ along the way.

As lawmakers continue to debate the American Health Care Act, employers are keeping their focus on quality care for employees.

Security measures, such as improved staff training, need to be stronger, Willis Towers Watson research shows.

Laden with challenges such as a lack of preventative programs, school districts need extra help with disability programs, says Standard’s Brian Kost.

EBA Rising Star Thomas A. Jensen of Connell Insurance cuts through the complexity for his benefit customers.

FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.

Employers must tweak their benefit signup procedures, including by using mobile, to ensure employees get what they are paying for, according to adviser Greg Hodges.

At 30 years old, Brett Fowler proves market knowhow trumps age in growing business, obtaining client respect.

The use of ‘sitesellers’ makes the process systematic and transferable, says adviser Eric Silverman.