During a 2024 BenefitsPRO Broker Expo breakout session titled, "Weathering the Storm: Advisor Strategies for Adaptation and Resilience," Savoy Associates Broker Consultant Ruby Ulloa (left) and Next Impact CEO & Founder Lester Morales encouraged attendees to break from convention in order to find the ideal solutions for their clients." (Credit: Lauren Lindley Photography)
One hypothetical question posed by an audience member during a day-two breakout session at the 20th annual BenefitsPRO Broker Expo perfectly summarized this discussion's theme:
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