Benefits Think The ‘blank sheet’ approach to building a brokerage business
Benefit Advisors Network’s Perry Braun shares three questions to consider when working on an agency revamp for the New Year.
Strategic planning
Benefits Think The most wonderful time of year — to get to work
The holiday season is the ideal time to plan out the future of your business, says columnist Jack Kwicien.
Jack Kwicien
Daymark Advisors
Keeping workers challenged, connected, helps create a vital workplace
Author offers advice for creating sense of community and helping employees continue to develop their skills
Benefits Think Why having a mental business plan is not enough
Advisers and their brokerages are far better served when they take the ‘absolutely essential’ step of writing down a strategy for the company’s future, says columnist Jack Kwicien.
Jack Kwicien
Daymark Advisors
Benefits Think How to lose a prospect in 60 seconds
If today’s client isn’t intrigued with what an adviser is sharing on sites like LinkedIn, there is no reason to believe that they’ll be interested in person, says Wendy Keneipp.
Wendy Keneipp
Q4intelligence
Benefits Think 3 ways advisers can simplify benefits for small and midsize employers
To deliver real value for groups under 100 lives brokers must have more than a salesperson’s mindset, says Sutter Health Plus’s Monica Majors.
Monica Majors
Sutter Health Plus
Benefits Think Traditional benefit communication methods do workers a disservice
With the majority of employees owning a smartphone, employers must make mobile devices a key part of their messaging strategies, according to Gene Raymondi, CEO and founder of eni.
Gene Raymondi
eni
Benefits Think Traditional benefit communication methods do workers a disservice
With the majority of employees owning a smartphone, employers must make mobile devices a key part of their messaging strategies, according to Gene Raymondi, CEO and founder of eni.
Gene Raymondi
eni
Benefits Think Exit strategy: How to avoid brokerage devaluation
Columnist Jack Kwicien shares critical questions every adviser needs to answer to form a successful business continuation plan.
Jack Kwicien
Daymark Advisors
Benefits Think Why advisers play a vital role in benefits education
Healthcare reform complexities require employers to work closely with brokers to understand how regulations relate to their company.
Robert Stumper
Corporate Synergies
Benefits Think Plan sponsors play vital role in benefits education
Employers need to work closely with their insurance advisers to understand the big picture of healthcare reform and the how it relates to their specific company.
Robert Stumper
Corporate Synergies
Benefits Think A holistic benefit strategy can help boost wellness ROI
A people-centric approach isn’t just good for employees – it’s good for business, says Maxwell Health’s Veer Gidwaney.
Veer Gidwaney
Maxwell Health
Benefits Think Finding ROI with a holistic benefit strategy
Why advisers and employers should create plans that address several factors that impact employee health, says Veer Gidwaney.
Veer Gidwaney
Maxwell Health
Benefits Think Using voluntary benefits to drive revenue
Six thoughts about the supplemental benefit sales process for brokers to keep in mind, including the value of partnerships and the importance of knowing that revenue and commission percentages are not the same thing.
Tyson Funk
Aflac
Benefits Think When it comes to sales staff, is more better?
Benefit agencies often thrive by hiring more salespeople, but this can undercut the firm’s long-term viability, says adviser Eric Silverman.
Eric Silverman
Voluntary Benefits
Benefits Think A look at what Zenefits’ new management team brings to the table
The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.
Joe Markland
Nfor1
How to keep young advisers growing with the business
Early career counseling opportunities contribute to long-term success, not only for producers, but also for the firms that hire them, new research shows
For young brokers, ‘there is no standing still’
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.
For young brokers, ‘there is no standing still’
Bill Pragalz and nine other brokers under age 35 create new ways to connect to employer clients and grow their book of business.
Finding the ideal partner
Selecting the right partner requires focused consideration of the attributes that make up the ideal partnering relationship