Filtering out the noise
Date & Time
Wednesday, April 3, 2019, 2:45 PM - 3:45 PM
Eric Silverman Ben Conner Marcy Heath James Blachek Dennis Hartin
How can brokers filter out all the noise and make the best decisions for their clients? As more companies rely on brokers to help them choose vendors, it’s ultimately the advisor who becomes responsible for the companies and products that are recommended and their long-term impact on the client. This session will provide advice from real life brokers. How do top brokers filter out all the noise and find the solutions that will truly help their clients? What questions should brokers ask vendors to keep them accountable?