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As a result of the Affordable Care Act, employers are looking for their advisers to do more than provide a health insurance quote. Joe Ellis, senior vice president of CBIZ Benefits & Insurance Services, shares his top 10 traits employers are looking for when selecting their next adviser.
Employers want an adviser who has been in business for a reasonably long time. This assures them that the adviser has witnessed the changes in the industry and can relate to their business. At the same time, an employer will want a firm that employs an age-diverse group of consultants. There’s no better way to understand what it takes to retain top talent than to have the input of different age demographics, Ellis says.