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BA Click & Connect: Why a focus on training for Plan Administrators: Enhances Advisor Effectiveness and Client Success
September 5 @ 12:30 pm - 1:15 pm EDT
Please join Stacey Frost, Benefits Advisor Associate at BA Member Firm Sutton Benefits & Pension, as she leads an interactive session about how by investing in the training and development of plan administrators and key contacts, advisory firms can enhance their overall success, deliver superior client service, and develop stronger connections with your clients.
What is your process? Do you have a structured onboarding program for your key contacts and plan administrators?
No experience needed BA Members – we encourage you to come out as you Click & Connect with peer BA Members from across Canada.
What else is on your mind? Come Click & Connect with your fellow BA advisors!