Strategic plans

Taking the time to think through and document your company’s game plan can pay big dividends

While the economy and job market have continued growing over the years, there are a number of jobs employers say they are having trouble hiring for.

Rob Lieblein, chief development officer of the now 7th largest employee benefit firm in the nation, shares company growth plans.

Benefit Advisors Network joins forces with leading companies, new organization planning future acquisitions.

Advisers who want to sell their businesses or merge with another company should start by asking themselves these vital questions, says columnist Jack Kwicien.

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.

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

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.

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.

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

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