- Two of my “game changer” producer/employees I met at industry meetings/conferences.
- I learned of our client HR onboarding and benefit enrollment technology platform at an industry conference.
- I met Kevin Trokey and Wendy Keneipp of Q4intelligence at industry conferences. Their prototype formats for building a sales plan and a business plan have helped our company focus on what is important so we can grow. I hope to work with them on marketing as we move forward.
- Most recently, I met and heard from industry coach Jack Kwicien with Daymark Advisors, who provided a brilliant idea to gather all of our clients’ adviser contacts (attorney, CPA and banker) and find commonality among our many clients so we could approach these adviser firms (many I already know and work with) to team up to hold joint client seminars and marketing events together — brilliant idea!
- Kwicien also offered to provide attendees with a free client written strategic plan outline, which will be helpful to use with clients as we move forward. I feel like we have been formulating a plan with our customers, but to actually document the benefits strategy in writing for each client and review annually is a powerful tool that I know our clients will welcome and value.
- Karen Kirkpatrick of On Your Mark Consulting recently provided a broker comparison checklist in her NAHU conference presentation that I am going to adapt to our marketing with prospective clients.
Benefits Think 6 reasons attending employee benefit conferences is worth the time and expense
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Suzy K. Johnson
President
Johnson, MBA, CEBS, RHU, CLTC, is president, owner and employee benefit specialist at Employee Benefit Advisors of the Carolinas.
