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9.08.2020

It’s a key time for employee benefit professionals to rethink how we approach prospecting, selling and retaining clients in a digital world. 

In Part 1 of this article, we discussed the first two tips: 1) Define Your Audience, and 2) Share Valuable Content.

Without delay, let’s delve into the next 3 tips…

9.01.2020

How are your digital prospecting and selling chops? We’re now many months into working remotely – and many employee benefits professionals are struggling to figure out how to serve clients in this environment. 

It seems we’ll be working this way well into 2021, so it’s time to rethink how we approach prospecting, selling and retaining clients – in a digital world. 

8.26.2020

Another successful virtual conference is in the books! I’m sharing five themes our team took away from last week’s BenefitsPRO Virtual Broker Expo…

7.10.2020

In this episode, we are blessed with the positivity and enthusiasm of Jeremy Mahoney. Key insights include:

7.07.2020

Have you ever attended a virtual conference? When it was announced the 2020 NAHU Annual Convention would be virtual due to COVID-19, we were all curious how the format would compare. For our sales team, we had the perfect trio to experience the event from three distinct perspectives:

6.19.2020

In this episode, we are graced with the wisdom & moxy of Kathy Gadinas. Key insights include:

6.19.2020

This episode brings you wit & wisdom from Billy Bridwell. Here's a bit of what you'll get...

6.19.2020


In this socially-distanced episode we bring you the wisdom and (dry) wit of Bret Brummitt. Here's a bit of what you'll get...

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