Years of Service is a Feature – Not a Benefit

Years of Service is a Feature – Not a Benefit

Tell Me Why I Should Care In introducing themselves via the web, print, email, social communities and in meetings many TPAs and recordkeepers often talk about how many years they’ve been in the business, the certifications or credentials they have, the types of...
You Had Me At Hello

You Had Me At Hello

In a relationship based-business, nothing has more impact than making contact – not to sell, but to listen and learn. Sure, it’s important to call clients and partners with operational updates and new service opportunities, but too often we miss a bigger...