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Benefits advisors and other partners know it’s the CFO who often makes the final decision within a company. You’ve called and left message after message, offering to go over your proposal, and they just won’t call back. You scratch your head and wonder what you can do differently to connect better with the CFO.

This can be a frustrating but crucial part of your job. If you can’t get them to talk to you, to see you as an individual, and make that critical connection, you probably won’t end up working with them, and that affects your job performance and income. Understandably, that can make a person feel a bit desperate, especially if this cycle repeats itself with one potential prospect after another.

BenefitsPRO Broker Expo 2021Event

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BenefitsPRO Broker Expo 2021Event

The premier educational and networking event for employee benefits brokers and agents.

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