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Poised to grow his business 25% year over year for the foreseeable future, adviser Mark Skinner is tapping into the synergy across benefit products to meet a powerful need for clients.
February 15 -
EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
December 18 -
Focusing on a shared vision and building the culture of a brokerage will naturally lead to a better product, says columnist Wendy Keneipp.
February 9Q4intelligence -
Move a broker’s value proposition beyond the renewal, and provide strategy around the medical and benefits plan that positions them as a strategic adviser and not a mere vendor, says consultant Nelson Griswold.
February 14NextGen Benefits Mastermind Partnership -
Looking for a new benefits specialist takes preparation and focus, says adviser Jack Kwicien.
February 13Daymark Advisors