- Legislation: Although brokers cannot predict the future, Donlan asked a packed room to think how many times someone has been asked about Trumpcare since the inauguration of President Donald Trump. Almost 75% of hands went up. “What is important as trusted advisers is to start having an informed opinion,” he said. “We need to be knowledgeable enough to have a discussion with our clients.”
- Retail-oriented: The U.S. has become “Amazon Primed,” where everyone wants everything now. It is a similar expectation in healthcare, such as someone waiting at an emergency room and getting frustrated.
- Data and analytics: Donlan said to focus on customer population data, knowing the makeup of a company.
- Engagement: This relates to the “age-old problem of millennials,” Donlan said. “They dominate the workforce.” Therefore, advisers need to look not only at their traditional mechanisms but also their digital market strategy.
4 areas advisers should focus on with clients
Published
3 Min Read
Brian M. Kalish
Online Managing Editor, Health Care Group
Kalish is a fomer managing editor of SourceMedia’s Employee Benefits Group.
