Residing in a rural part of the Midwest, with most clients in Kentucky, Illinois, Missouri or Tennessee, Greg Carlton’s office at Peel & Holland Financial Group is about two hours from the closest city. The location, Benton, Ky., “creates a geographic issue for us” in the hunt for quality wellness companies, says the SVP of benefits & wellness. When Peel & Holland first added a wellness component to the practice in 1999, Carlton and his colleagues soon realized most vendors were too far away to offer an affordable plan or to perform onsite visits for their clients.
“It was hard to control the quality and also to find the right talent that we needed to engage with the clients,” says Carlton.
