An employer's guide to navigating the perils and possibilities of the Employee Benefit Advisor-Client Relationship LIfe Cycle
In the first part of this three-part blog, I introduced three concepts you can apply to create highly successful client relationships:
- Avoiding “The Magpie Effect”! Sometimes (too often, actually), what advisors offer and what employers find attractive are not things upon which highly successful relationships can be built.
- All employer/advisor relationships go through a life cycle.
- An outcomes-based relationship is essential for the successful navigation of the life cycle and optimal return on investment (ROI) for every dollar spent on employee benefits