5 spring cleaning practice management tips for brokers
Top brokers suggest that communication and organization are key to more effective business practices.
Spring is a great time for reorganizing and rethinking old practices and embracing new ideas has been key to the success of many brokerages. Facing a swirl of ever-changing technologies and a shifting regulatory landscape, brokers need to constantly evolve and adapt to thrive, if not survive.
This checklist will outline some concepts that top brokers are thinking about this year, as a booming economy brings both new opportunities and increased competition.
1) The medium and the message
Finding the right way to communicate with both current clients and prospects is a recurrent theme among broker experts.
Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.
Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:
Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
Exclusive discounts on ALM,
BenefitsPRO magazine and BenefitsPRO.com events. Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Already have an account?
Sign In Now
Similar to a game of chess, it’s imperative that brokers understand the lay of the land and brainstorm various approaches before making their first move.
Remember, you’re not always the expert, nor do you have to be. However, by staying true to and aligning with your company’s core competencies, you can better gauge the right time to bring in help.
One of the world's most influential economists talks about Social Security and his new book.
Sponsored by Resolution Reinsurance Intermediaries, LLC
21st Century Care Benefits for When Life Gets Complicated
61% of employers surveyed consider caregiving benefits to be a top priority for their business and employees, yet 22% consider themselves as below average in developing caregiving benefits. Download this info sheet to help your clients remain competitive by offering a care benefit package.
Browse More Resources ›
Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.