On this episode of Shiftshapers Podcast, we welcome Employee Benefit Adviser Magazine’s “Adviser of The Year” Tim Olson, the managing partner at The Olson Group. Tim joins us today to share his journey to building a successful benefits practice and to talk about some of the innovations and best practices the agency is using to stay at the top of its game.
We begin by discussing the agency’s beginnings and the way the agency has expanded to provide a deeper level of value to its clients. Tim chats about the variety of services the agency offers and how it uses those services to attract prospects with various needs to become full-range clients. He also shares key insights into the powerful strategies the agency is using to stay on top of the changes in the industry.
While hearing about everything from using different types of technology to the immense value of mastermind groups, you’ll discover great tips and game-changing advice that can help your agency become a powerhouse in the benefits marketplace. Don’t miss this opportunity to learn from the “Adviser of the Year.”