To hit next year’s goals, your clients need a plan, and that starts with the benefits strategy you put in place right now. This Zoomcast is built for advisors who want to set the pace for the year ahead by aligning benefits planning with business priorities.
Watch this zoomcast as we walk you through a forward-thinking framework to help you lead these critical client conversations before the calendar turns.
You’ll learn:
● How to review a plan with intention and position yourself as a strategic partner
● Questions to ask now that shape client readiness for 2026
● How to use plan performance insights to improve outcomes
● Why “status quo” is the biggest risk to growth and retention