Freeing up resources that are used inefficiently can actually improve the quality of your relationships with both clients and employees.
In the advising business, you are your client list, so don't be afraid to fire a client who commits one of four cardinal sins, blogger Jerry Kalish writes.
As the year winds down, give yourself the time and space to really think about your business: where you are today, where you want to go and the gap between the two.
The most common questions ThinkHR, an HR and compliance solution-provider, gets during the holiday season are surrounding holiday parties. The group provides recommendations here for the perfect office-appropriate get together. [Images: Fotolia. Find ThinkHR at thinkhr.com]
Many brokers don't pay much attention to auto and home insurance, but when they do, selling it becomes a no-brainer," says Liberty Mutual Insurances Mark Parabicoli.
A staple component of every independent brokerage and agency for marketing and service, this element changed dramatically for most brokers in 2013
A public employer in California is building its own marketplace to mirror public exchanges under the Affordable Care Act a potential idea for brokers for prospecting.
Agents think the road ahead is between providing more value-added services, including compliance advice, versus losing business. Some agents think that the choice is between sell more ancillary products or continue to watch revenues fall. In my mind, the real choice is this: Do you want to be an insurance agent or a fee-based adviser? The difference is huge.
Over the last 15 years, Daymark Advisors has worked with hundreds of benefits professionals and voluntary benefits firms across the nation. We've observed that some of the most successful practices create strategic plans for their clients. These observations are consistent across all types of firms and goals. The very best advisers are highly consultative and strategic in their approach to client engagement.
Smoking cessation programs offer insight to the real issues affecting health contingent programs.
The executive benefits market is off and running again after the economic downturn.
Flexible spending account advocates expect most employers to embrace rollover provision.
The ACA's pediatric dental requirement brings increased attention to this popular benefit.
Wayne Sakamoto of Naples, Fla. works hard to keep up with the ACA.
A broker and former Golden State-exchange staffer say that enrollment numbers do not reflect billing or payment.