You’re Already in the Room. OWN ALL OF IT.
Why Employee Benefits Advisors Are Leaving Revenue—and Relationships—on the Table As an Employee Benefits Advisor (EBA), you’ve already done the hard part. You’ve earned a seat at the table.You’ve built trust with business owners.You’re the go-to for health, dental, and employee benefit renewals. But if that’s where the conversation ends, here’s the truth:You’re doing half […]
THE BUY/SELL BLIND SPOT: Why Most Advisors are Failing their Business Owner Clients
Most business owners are walking a financial tightrope—without a safety net. You see it. You know it. Yet, too many advisors and insurance agents hesitate to have the tough conversation about succession planning. Maybe because it’s uncomfortable. Maybe because it feels complicated. But here’s the truth: If you aren’t talking to your business owner clients […]