Megan Cumbers, senior consultant at Laurus Strategies, is one of Employee Benefit Advisers 2014 Rising Stars in Advising. She shared three tips for young advisers in the field, like other
1. Ask a lot of questions.
2. Challenge yourself and those around you. Challenge why we have the current processes in place, she says, and make recommendations on how we can improve current processes.
3. Really listen to a clients objectives and needs.