looking into the future: what your clients and your business will look likeemployee benefit adviser...
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For those of us in the benefit business, the future is now. Today's business environment is different than ever before, and we need to develop a new business paradigm. This presentation offers some strategies for success.TRANSCRIPT
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LOOKING INTO THE FUTURE:What Your Clients and Your Business
Will Look Like
Presented by Jerry Kalish,
President, National Benefit Services, Inc.
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“The future has already arrived. It's just not evenly distributed yet.”
William Gibson
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“The future is now!”: Chip Douglas
• Today’s Business Environment: This Time It’s Different
• The Business of Benefits: It’s Changed
• The New Business Paradigm: Strategies for Success
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TODAY’S BUSINESS ENVIRONMENT:
This Time It’s Different
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“It isn’t so much that hard times are coming; the change observed is mostly soft times going. ”- Groucho Marx
• The new economic normal
• The cautionary generation
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THE BUSINESS OF BENEFITS:
It’s Changed
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• Provider consolidation
• Increased competition
• What plan sponsors really, really want
“The Tipping Point”- Malcolm Gladwell
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THE NEW BUSINESS PARADIGM:
Strategies for Retirement Plan Success
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“Action is the foundational key to all success.” – Pablo Picasso
• The old paradigm• Building a team of
business partners without adding overhead
• Building retention with clients builds profitability
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Today’s Business Environment: This Time It’s Different
The Business of Benefits: It’s Changed
The New Business Paradigm: Strategies for Success
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Come gather 'round peopleWherever you roamAnd admit that the watersAround you have grownAnd accept it that soonYou'll be drenched to the bone.If your time to youIs worth savin'Then you better start swimmin'Or you'll sink like a stoneFor the times they are a-changin'
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Thank you
For further information:Jerry Kalish, President
National Benefit Services, [email protected]
www.retirementplanblog.com