Strategic planning

Author offers advice for creating sense of community and helping employees continue to develop their skills

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.

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.

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.

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.

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.

Columnist Jack Kwicien shares critical questions every adviser needs to answer to form a successful business continuation plan.

Healthcare reform complexities require employers to work closely with brokers to understand how regulations relate to their company.

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.

A people-centric approach isn’t just good for employees – it’s good for business, says Maxwell Health’s Veer Gidwaney.