Strategic planning

Benefit Advisors Network’s Perry Braun shares three questions to consider when working on an agency revamp for the New Year.

The holiday season is the ideal time to plan out the future of your business, says columnist Jack Kwicien.

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.

Why advisers and employers should create plans that address several factors that impact employee health, says Veer Gidwaney.

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.

Benefit agencies often thrive by hiring more salespeople, but this can undercut the firm’s long-term viability, says adviser Eric Silverman.

The tech-focused brokerage is now in its ‘second version’ with former PayPal exec David Sacks in charge, says HR Technology Advisors’ Joe Markland.

Early career counseling opportunities contribute to long-term success, not only for producers, but also for the firms that hire them, new research shows

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.

Bill Pragalz and nine other brokers under age 35 create new ways to connect to employer clients and grow their book of business.

Selecting the right partner requires focused consideration of the attributes that make up the ideal partnering relationship