In many ways, things have been pretty good lately for benefit advisors. After years of dread and uncertainty in a post-ACA world, many brokers have recently rediscovered their purpose and passion. But at the recent Q4Live conference in San Diego, founding partner and coach Kevin Trokey reminded attendees that this emerging landscape presents challenges of its own.
“A new panic is setting in around our industry that's completely different than any we've seen before,” he said. “The heavens have opened, the angels are singing and there's a white light of opportunity shining down on the industry.”
But in the face of all the newfound optimism and possibility, a growing number of brokers are at risk of believing the industry has passed them by, Trokey said.
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