Even during normal times, engaging clients and providing the best advice for benefit plans can be challenging. Those hurdles have only been magnified during the historic healthcare and financial crisis due to the coronavirus pandemic, sparking massive changes in the U.S. workforce. For advisers and benefit brokers, this reality also has forced changes in behavior to meet these new tests under quarantine, remote work and our disrupted lives.
This year’s annual Adviser of the Year list of top advisers, brokers and consultants recognizes those trusted advisers who have best been able to pivot and change during these remarkable times. For our 2020 Adviser of the Year honoree Josie Martinez, associate editor Amanda Schiavo interviewed the senior partner and general counsel at EBS Insurance Brokers to find out how she has managed under crisis. “Josie always seems to be one step ahead,” says colleague Marah Funder, director of marketing and communications at EBS. “She has always been the one to identify a need or a deficit before anyone else does.”
