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2016 Benefit Broker & Financial Advisor Insight Report

Untitled-1The role of benefit brokers and financial advisors is changing-and so are their clients’ needs. Clients no longer just want a provider who simply negotiates price. They expect a partner to help them stay compliant, informed, and proactive in these evolving times.


How can you embrace this change to succeed?


Download Paylocity’s 2016 Benefit Broker and Financial Advisor Insight Report for a detailed look into what HR and payroll professionals truly want from their broker and advisor. With insight from nearly 900 respondents nationwide, you’ll:


  • Discover new opportunities to turn customer satisfaction into customer loyalty
    • Learn about clients’ biggest concerns and why they need to be addressed
    • Explore reasons that would prompt clients to change brokers and/or advisors
  • Understand why emerging trends are quickly gaining popularity

Download the complete report now for more insight!