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Date: January 21, 2021
Time: 12:00 pm to 1:15 pm
Cost: $15 Members, $30 Non-Members
Presented by Perry Braun, Executive Director of Benefit Advisors Network (BAN)
Advisors’ business models continue to change and evolve and to be successful in the future it is important to change their business model and evolve from simply focusing on benefits (benefits advisor) to focusing on their client’s business (business advisor). How to avoid risk, how to structure benefit plans, and where to invest their limited capital wisely are what an advisor performs as a service, but again the objective measure of success between an advisor and client is how that advisor is contributing to assisting their client build a sustainable business. The pathway forward is integrating strategies that lead to a healthier business, people, and culture.
**A Zoom link will be sent the day before the event.**