11 min
Winning AORs when the current broker double ends the deal Employee Benefits Basics
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- Entrepreneurship
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.
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.
11 min