ChatTBT – July 1

Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors.

Service challenges are becoming one of the biggest pain points in the industry. Slow responses, lack of follow-through, and poor support can strain advisor client relationships and put retention at risk.

In this ChatTBT 101 session, we will walk through the fundamentals of The Benefits Trust while tackling a challenge many advisors are facing right now, poor service. We will show how TBT is structured to be different, how we consistently deliver exceptional service, and what we mean by doing the 5% exceptionally well. You will leave with clear talking points and practical insights you can use when positioning TBT as a solution for clients who expect more.

Why Attend ChatTBT?

Connect and Share: Engage with advisors from diverse backgrounds, fostering a community of learning and collaboration.

Expert Insights: Bring your questions and get answers directly from The Benefits Trust team.

Learn from Peers: Gain new perspectives from shared experiences and strategies.