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Portfolio > ETFs > Broad Market

Survey reveals what clients expect from advisors

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A recent survey provided a glimpse into what employers want from their benefit advisors. The results offer a roadmap for savvy advisors to tailor their services to match up to those market expectations. What tools and techniques are needed to bridge that gap? That’s the question we asked Michelle Jackson, Senior Product Director at Zywave.

Michelle is a subject matter expert whose role at her company requires her to be a step ahead of advisor needs and broker trends. Market changes have driven employers to want more from their advisors. Advisors are balancing time constraints, the need for increased, in-depth, specific market, claim and plans knowledge in a lower commission environment.

Michelle believes that for advisors who can harness information and technology, the future seems especially bright. Join us to learn how you can match your client’s expectations and deal with your daily practice challenges.

(Sponsored by

SPECIAL OFFER: For a free copy of the 2014 Broker Services Survey referenced in the podcast, go to and click the link in the episode notes.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at


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