Will you be prepared when the DOL knocks on your door?
Columnist Mel Schlesinger on why you shouldn't be afraid to prospect on LinkedIn, and he says that includes connection with clients.
Columnist Jack Kwicien on how you go about selecting the right merger candidate.
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.
When it comes to having an engaged workforce, who your employees work with rather than who they report to is an increasingly important factor, according to a recent survey.
Lou Faiola takes relationships to a new level. From carriers to brokers to beneficiaries, his commitment to benefits is apparent to all whose lives he touches.
The season doesnt have to leave you tired, cranky, bloated and broke, says Richard Bedrosian, director of behavioral health for Wellness & Prevention, Inc., a Johnson & Johnson company. He advises that the following tips can keep you less stressed and make you more fulfilled. [Images: Fotolia]
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]
Its been 70 years since benefits originated, and brokers would be wise to remember that innovation as inspiration to keep their businesses in the future.
Join a powerful network of brokers, agents and advisers Dec. 10-12 in Chicago for Workplace Benefits Transitions.
A staple component of every independent brokerage and agency for marketing and service, this element changed dramatically for most brokers in 2013
If you won the proverbial Wishbone pull during Thanksgiving dinner this year, what would you wish for? EBA asked brokers what their top wish would be for employee benefits, their clients, their company or themselves as Turkey Day approaches. And because the holiday is about expressing thanks, some also shared their top thank yous for the season. Share your own thoughts on our LinkedIn discussion board. And from all of us at EBA, we wish you and your families a Happy Thanksgiving holiday! [Images: Shutterstock]
Quandary emerges for brokers who trained on the systems but might not want the business.
Talking with the head of my account management team, I asked her if there was anything she'd like brokers to be more aware of. Quite emphatically, slapping her hand on her desk, she said that brokers need to include their software vendors in the benefits planning process. Also, she said they need to understand how important user acceptance testing is to the success of a technology project.
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.