X

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.

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

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.