The fourth quarter is an exceptionally hectic and demanding period of the year for employee benefits professionals. Not only are you helping your clients prepare for open enrollment (OE), but you’re also competing for broker of record (BOR) status. One of the most effective ways to win BORs is to take a year-round strategic approach. This article will break down how you can position yourself as a strategic advisor that outshines the competition.
Why do you need to be strategic?
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