United Benefit Advisors Insight and Analysis Blog

Are you about to run aground in calm waters?

Posted by: Michael A. Fleck    Feb 28, 2017 11:00:55 AM

An employer's guide to navigating the perils and possibilities of the Employee Benefit Advisor-Client Relationship LIfe Cycle

In the first part of this three-part blog, I introduced three concepts you can apply to create highly successful client relationships:

  1. AvoidingThe Magpie Effect”! Sometimes (too often, actually), what advisors offer and what employers find attractive are not things upon which highly successful relationships can be built.
  2. All employer/advisor relationships go through a life cycle.
  3. An outcomes-based relationship is essential for the successful navigation of the life cycle and optimal return on investment (ROI) for every dollar spent on employee benefits
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Topics: independent employee benefits advisors, Hanna Global Services, Michael Fleck, The Magpie Effect, essential advisor, client relationship life cycle

How to Realize the Full Potential of a Private Exchange

Posted by: Michael A. Fleck    Sep 1, 2016 10:30:00 AM

In Part 1 of this series, I took a few shots at some of the hype around private exchanges, but I still come down firmly on the “pro” side of the conversation.

Given the right circumstances, and by taking the right approach, a private exchange can deliver a tremendous amount of value while solving many of the challenges facing employers who wish to offer a sustainable and effective employee benefits program.

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Topics: employee benefits, private exchanges, Benefits Passport, UBA private exchange, employee benefits advisors, Hanna Global Services, Michael Fleck