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.