Pre-Conference Workshop - Optimizing Your Sales Revenues & Business Asset Value
VP, Business Development, AmWINS
President & CEO, US Retirement Partners
This pre-conference workshop will be led by a panel of industry experts. Attendees will receive practical advice, strategies and hand-outs to aid them in: morphing their business model to be responsive to changing market conditions; becoming more consultative and strategic in their interaction with clients and prospects; identifying their firm’s sustainable competitive advantage; developing new capabilities to remain relevant to client needs; redefining the benefits advisor’s role; leveraging technology to improve operational efficiencies and to enhance employee engagement; and increasing the asset value of their business.