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1. Kris Tawney, 29, president and CEO of Tawney Insurance Consulting
Im trying to understand what a company needs, what theyve lacked. People who sell insurance just worry about insurance, but we had a meeting this morning [with one client] about what employees are complaining about we didnt talk about insurance until the end, says the Morgantown, W.Va.-based adviser.
2. Erin Devine, 33, benefits specialist at CBG Benefits
The [brokers] left standing will be more complex than what we see today. They will be the ones that truly incorporated technology into their solutions and they will play a significant role in helping clients understand and meet their compliance requirements. Gone will be the advisers and brokers that only talk to their clients once a year, says the Woburn, Mass.-based adviser on the future of the business.