Master the art of communication and consultation, and learn how to effectively engage with your clients to create tailored benefits solutions that meet their unique needs and expectations.

In this recorded Zoomcast we look at:

  • Client Needs Analysis: Who benefits from a great discussion?
  • What is the foundation for a great discussion?
  • Where do you have great discussions?
  • When is the best time for great discussions to take place?
  • Tax, Accounting, and Reporting Considerations: Why great discussions are vital.
  • Case Studies
  • Q & A

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What’s Covered?

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