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Industry thought leaders share their predictions for 2023.

6 common mistakes benefits advisors should fix for 2023

In the spirit of reflection, here are the top mistakes brokers made last year that might have lost them clients—and how they can avoid making those same mistakes this year.

By Tom Avery | January 10, 2023 at 08:00 AM
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For most people, the new year is about looking forward. For benefits advisors, it’s time to breathe a sigh of relief that the madness of Q4 is done and you can finally take that well-deserved rest.

But not so fast!

As you leave 2022 behind, it’s important to take time to reflect on what you learned to prepare for success in the new year. The future success of Q4 2023 will depend on your work in the three other quarters leading up to open enrollment.

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