This audiobook is a detailed guide to the technical aspects of distributing and servicing group benefits plans in Canada. Designed for advisors, it gets into the nitty gritty of how renewals are priced, how to negotiate with a carrier, how to get exceptions for your clients, and any highly technical aspect of the day-to-day business. We will feature the best benefits advisors in Canada and if you have a question you'd like us to address, please reach out through our site at www.beneplan.ca.
Leaders have a secret: they've back to shoveling their own hay
So many business leaders I've spoken to over the last two years have quietly admitted that they've been sucked back into the day-to-day grind of their business... After years trying to "delegate and elevate". What does that mean for your advisory practice, and how inflation will affect your growth plans in 2023.
Business owners never left the office
The one person you're guaranteed to find in the office? The owner/operator. Work around the edges of what's considered normal to catch these key influencers in person. They want to see people in person.
Ugly money vs pretty money
Encourage your clients to spend "ugly money" on core benefits like disability, life insurance and drugs -- and try to avoid having them spend "pretty money" on massage, vision and other benefits that aren't as fundamental to financial security and life sustaining healthcare.
Winning AORs when the current broker double ends the deal
I'm shocked how often I see advisors double ending the deal - meaning, acting as both the benefits broker and the CFO or HR manager. Be careful not to do this, and here's what to do when you come across it.
Death to the calendar invite
Using Loom to record tutorial videos will take your career to the next level. Save your clients time, don't ask for more zoom meetings, and get right to the point. Private Video tutorials can be rewatched, shared, sped up or slowed down. It allows the client to multitask. It allows them to take an important phone call and pause the video. Give yourself and your clients the gift of Loom! This is not a sponsored recommendation...we just think it's a great value add.
Have your people talk to their people
Don't be offended if a business owner asks you to talk to one of their key people before making a decision. It's a critical part of building trust across the organization.