When meeting with the C-Suite and human resources department, refrain from presenting solutions and values you think they are looking for - you may be missing out on important information from them, said Trisha Zulic at the 7th Annual Employee Benefit Adviser Summit in Phoenix.
Not only do most brokers have a "type A" personality, but so do C-level executives and those in the human resources department, said Zulic, region 1 client human resources director at San Diego-based Efficient Edge HR & Benefit Enrollment Services, Inc., during her September 10 session, "Relationships Matter: Strengthening Connections at the Top."
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