- Key insight: Uncover how massive brokerage scale is reshaping the delivery of creative benefits strategies.
- What’s at stake: Advisory teams that fail to deploy organizational resources risk becoming completely irrelevant.
- Expert quote: “The bigger you get, the more inertia you accumulate” — Dave Chase, Health Rosetta
- Source: Bullets generated by AI with editorial review
This is part 2 of a two-part series on broker consolidation. Read part 1 here.
