Episode Details

Accustomed to knocking on the C-Suite door, many advisors are finding success by using the HR door instead. Leveraging ACA-related changes and technology creates compelling conversations advisors can use to grow their businesses.

Our guest this week is George Reese of Employee Navigator who helps us explore shifts in the industry that makes oft-neglected HR departments a target rich environment for advisors looking for new strategies to expand their practices. Today more than ever, George tells us, HR departments are searching for solutions to streamline ACA-mandated compliance processes. Advisors armed with knowledge and technology can offer a compelling argument market – if they know how to have that conversation.

Benefits administration is one of the most complex systems for organizations to manage. As this area morphs into an HR-driven field, advisors can help their clients simplify a complicated network of rules and compliance requirements. George highlights exactly how advisors can best capitalize on the upcoming changes and avoid being left behind.

What You’ll Learn From this Episode:

• The most recent updates in BenAdmin systems.
• The 5 things shaping advisors’ interactions with technology.
• Whether systems have become “table stakes” for advisors since Zenefits.
• The impact that channel conflict will have.
• How brokers can think strategically about using HR departments as a door opener.
• The future of BenAdmin systems and how quickly the changes will materialize.