Date & Time
Tuesday, May 18, 2021, 2:45 PM - 3:45 PM
Name
Metamorphosis: Re-Imagining your Benefits Practice
Description

A number of factors have drastically changed the benefits industry and brokers’ businesses, impacting everything from office operations to client interaction to marketing strategies. For leading benefits advisors, the hard lessons learned in recent years, along with the agility required to react to unprecedented change, will serve them well going forward. This session will feature perspectives, strategies, and advice from top advisors and agencies on a variety of topics, including:

  • Lessons learned from COVID-19
  • Building a 21st century practice
  • Remaining nimble and resilient
  • Planning for the next disruption

Speakers:

  • Paul Wilson, Editor-in-Chief - BenefitsPRO
  • Adam Berkowitz, Founder & President - Simpara
  • Jessica Du Bois, Benefits Consultant - Business Benefits Group (BBG)
  • David Adamson, MD, CEO - ARC® Fertility

Hosted by:  

Jessica Du Bois Paul Wilson David Adamson