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: perfectionism, fear of success, self-doubt, and overworking. While the underlying causes can vary from person to person, the most common and consistent contributors include family expectations and upbringing, personality traits, new opportunities, and work environment. Regardless of the specific triggers or manifestations, what truly matters is developing an awareness of these feelings. By recognizing and acknowledging them, you open yourself up to greater opportunities for personal and professional growth and lay the foundation for challenging and overcoming the negative thoughts that accompany imposter syndrome.

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.” – Pension & Benefits Monitor, October 3rd, 2024. Pharmacogenomic testing has been around for over a decade now. Only in recent years has this test been adopted by insurers to help manage LTD claims by identifying the most appropriate drug (and dose) based on disabled plan members’ unique genetic makeup. Can we count on group insurers to expand the use of these tests to improve drug efficacy for all plan members and their families before they become too ill to work? What are the claims implications to the plan sponsor if they pay for the test? Or should plan members continue to pay? Is pharmacogenomic testing merely a tool, or is it the future of healthcare? Let’s hear from you!    

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 of the MH & W committee and we know you will walk away from this time together with valuable and transferrable information. See you there!      

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 your practice. We will share strategies for setting adaptable goals, tracking progress, and aligning your plan with your long-term vision. Whether you're launching your career or looking to revamp your approach, this session will help you build a plan that grows with your practice and ensures sustainable success.