Why should your clients specifically seek out CFPs? Aren't all financial professionals the same?

I'm going to use this article to help you prepare for conversations with clients about financial wellness benefits—and explain what they may lose by not investing in them.

This will be a big year for financial wellness benefits — and now is the time to start getting ready to support your clients in this area.

This open enrollment won't just be about making sure employees sign up for the right benefits; it'll be a jumping-off point for a year-long benefits engagement campaign to help your clients maximize their increased investments, and help employees not only choose — but use — the benefits that will best serve them in the upcoming year.

This article will help brokers understand how they can craft a virtual communication strategy before open enrollment.

Embracing our changing world and adapting to the new normal is how top-performing brokers will serve clients better and win new ones this year and beyond.

Your clients have increased their benefits investment. Have you ramped up communication support?  

Clearly, we're a long way from business as usual. But there's still plenty of business to do. Here are a few suggestions on making that happen.