Paul Wilson is the editor-in-chief of BenefitsPRO Magazine and BenefitsPRO.com. He has covered the insurance industry for more than a decade, including stints at Retirement Advisor Magazine and ProducersWeb.
Even if you don't plan to make short-term plans a core component of your strategy, you can prepare now to give good advice to key clients with whom you have an important relationship.
Many older practitioners are aging out of the business with no succession plans. Dawn McFarland, President of M&M Benefit Solutions has started one of the few intern and mentorship programs in the business. Now, she wants to scale it.