Do or die: creating a consultative practice

Published Updated 8 Min Read

While working for a benefits enrollment firm, I managed to get a coveted appointment with the senior vice president for voluntary benefits at a major regional brokerage. He started the meeting with an invitation to pitch: “We already work with several enrollment firms. Why should we work with you?”

Instead of a lengthy presentation about our capabilities and history, I responded with just a three sentence value proposition and then stated, “But that’s not what I’m here to talk with you about.” That got his attention. “What, then?” he asked.

Nelson Griswold
Founder, NextGen Benefits Mastermind Partnership

Nelson Griswold is founder of the NextGen Benefits Mastermind Partnership and founder and chairman of the ASCEND Agency Growth & Leadership Summit.


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