Thank you for sharing!

Your article was successfully shared with the contacts you provided.
No one wants to lose a client, but in the benefits industry, it’s sometimes unavoidable. In some cases, the circumstances that lead a client to switch brokers are totally out of the advisor’s control — like a business sale, for example.

But in other cases, there may have been warning signs, and some strategic reflection can be really valuable. There are a few areas in which brokers should be certain they’re offering the best service possible, because these are often the pain points clients experience when they make the decision to switch and find a new advisor.

So why do clients switch brokers? As you reflect on 2018 and plan for the year ahead, here are some things to consider.

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?

Follow the Conversation


Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.