Benefits Think Why benefit advisers need a business plan
Taking the time to think through and document your company’s game plan can pay big dividends
Jack Kwicien
Daymark Advisors
Strategic plans
2017’s toughest jobs to fill
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.
Why Alera Group brought 24 independent agencies together
Rob Lieblein, chief development officer of the now 7th largest employee benefit firm in the nation, shares company growth plans.
24 brokerages merge to form nation’s 7th largest private employee benefit firm
Benefit Advisors Network joins forces with leading companies, new organization planning future acquisitions.
Benefits Think Looking to be acquired? Start here
Advisers who want to sell their businesses or merge with another company should start by asking themselves these vital questions, says columnist Jack Kwicien.
Jack Kwicien
Daymark Advisors
Benefits Think 5 New Year’s resolutions for a growing agency
The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans.
Amy Evans
Colibri Insurance Services
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
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 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 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 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