Today's advisors need to further engage and empower employees through effective communication strategies and must help improve operational efficiencies with the right technology solutions. (Image: Shutterstock)
During our panel discussion at the upcoming virtual BenefitsPRO Broker Expo, we will focus on unleashing the potential of advisor and vendor partnerships. When these two groups work together collaboratively, effectively and strategically, they become the most impactful partnership enjoyed by business owners.
Oh, the potential
Everyone recognizes the traditional business advisors: attorneys, CPAs and bankers. The impact each can make is clear. Less evident may be the impact potential of a benefits advisor and his/her broader team, but it is arguably the most wide-reaching and significant business relationship of all. When an advisor-team does their job the way their clients need them to, they impact the business of those clients strategically, operationally, financially and (because of the impact they have on the individual employee) emotionally.
Join Kevin for his BenefitsPRO Broker Expo virtual session, "Vendor relationship not working? Is it them or is it you?" Tuesday, August 18 at 3 PM.
However, to do so, advisors must work cohesively with the right vendor-partners to deliver that impact. It does take a team.
Choosing who will be on that team is becoming increasingly difficult. However, that challenge pales in comparison to creating a cohesive and effective team engagement once the players are in place.
A growing list of needs
Business owners need help more than ever before. It has never been more challenging to run a successful business, protect margins, or attract and retain employees.
The traditional focus of benefits advisors helping to design and install insurance solutions is now just the beginning. Today's advisors need to further engage and empower employees through effective communication strategies. Advisors must help improve operational efficiencies with the right technology solutions. They need to be setting long-term HR/benefit strategies to complement their client's broader vision. And, they have to do all of this while ensuring every compliance "i" is dotted and "t" crossed.
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