Commentary: Blogger John Graham says to doubt everything you do with marketing. Then, follow these tips to revamp the way you take care of clients.
Teaming up with a partner not only makes benefits sales more fun, but can also help boost your revenue and effectiveness. Here are some ideas on how to execute this plan from business coach C.J. Hayden.
Viewpoint: The advising business can be deeply personal when it comes to engagement with clients, says one industry communications professional. Here are some tips to strengthen those ties.
Commentary: Clients with fewer than 50 employees face skyrocketing premium rates this year and next. Columnist Nelson Griswold has a solution.
As new social media platforms arise, there are more opportunities for brokers to act as trusted advisers.'
Advisers and employers can use education to boost the enrollment of millennials in voluntary disability programs
Commentary: Every single play in football is designed to score, to get into that end zone, says blogger Vinnie Daboul. Heres how insurance consultants can take a play right out of every football coaches book to win the game.
Commentary: Many sales people have quirky things they do to ensure they get the sale, be it a certain way they shake hands or a lucky they carry around. But blogger John Graham says it's time to put less energy in superstitions and more into positive sales actions.
Senator Mary Landrieu (D-La.) proposed two bills Thursday enhancing brokers work on the ACAs public exchanges.
EBAs 10 Rising Stars in Advising, listed in no particular order, are bringing much-needed talent and innovation to the industry. Here's our list, and look for a full article on each of these young people in our April issue.
EBAs 10 Rising Stars in Advising are younger than age 35 and bringing much-needed talent and innovation to an industry that desperately needs it.
St. Hilaire, a broker sales representative at Colonial Life in Plano, Texas, balances new clients and cold calls while she tries to master social media.
Benefit brokers can better position themselves as a trusted adviser by helping clients maintain compliance with these ERISA requirements.
The Minnesota Society of CPAs recently conducted its annual certified public accountant member survey about the strangest and most unusual tax deductions proposed by clients. Dont try these deductions for your small business, as most of them resulted in failure. [Photos: Fotolia]
EBA is introducing our 2014 Rising Stars in Advising throughout the month of March. Our last adviser is Erin Devine, 33, of CBG Benefits, with three tips for other young advisers in the field.