Hosted by Carly Winch of The Winch Group Inc. For Benefits Alliance growth-oriented advisors. Open discussion.      

For those of you who didn’t get the chance to sit in on part one of our imposter syndrome discussion, here is a quick recap ahead of part two. Imposter syndrome is a psychological phenomenon in which individuals doubt their achievements and fear being exposed as frauds. This experience often manifests through four key characteristics: […]

Hosted by BA Principal, David Frank. “The evolution of medicine is pivoting towards a more personalized approach, with pharmacogenomics playing a pivotal role in tailoring treatments based on an individual’s genetic makeup. This emerging field is poised to revolutionize the way chronic conditions and mental health are managed, with significant implications for employee benefits plans.” […]

Please register to join the quarterly Benefits Alliance Mental Health & Wellness Champions meeting! The goal of this quarterly meeting is to educate, engage and equip the "champions" of each Benefits Alliance member firm with tools, training & knowledge that each champion may then share back with their teams. This meeting is lead by members […]

Host: Sarah Morden As advisors we all know the importance of having a strategic, actionable business plan. But too often, we draft plans at the start of the year only to let them gather dust. In this session, we’ll discuss ideas on how to create a living, breathing business plan that evolves with you and […]