How to Service Your Clients


Coordinating with many different sources to play different parts – “How do advisers assist clients with parts of a plan and benefits that they don’t handle directly such as HSAs, emergency savings, NQDC, ESOPs? Work with third party providers? How else? The proliferation of Mergers & Acquisitions has changed how plan advisers can offer additional services within their own companies. If you do not have these resources you need to partner with a third party. The context of your practice is vital to how you engage and offer service to clients”