0      0

Employee Benefit Plans 2016


13 - Best Practices in Marketing Employee Benefit Plan Services


May 10, 2016 12:45pm ‐ May 10, 2016 2:00pm

Description

Recent DOL/IRS activity in the benefits arena, as well as employer diligence (and lack thereof) regarding their own compensation programs, have created opportunities for practitioners. This interactive session will explore growing a contemporary employee benefits consulting practice and employee benefit plan attest practice. Attendees will:
• Learn best practices for developing impactful marketing materials and assessing client needs, as well as developing effective responses to request for proposals
• Receive an overview of tools and resources available to assist in effectively marketing your firm's employee benefit plan practice
• Be able to leverage existing firm clients to expand profile of benefits practice (internal marketing)

Speaker(s):

  • Travis Jack, CPA, QKA, Managing Member, Metz & Associates, PLLC
  • Jason E. Russell, JD LLM, Managing Director, Global Employer Services, Deloitte Tax LLP

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content