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Employers And Employee Benefits Brokers

As we explained on Who We Work and Collaborate With, we are so passionate about our mission of making financial planning services accessible to all, that we regularly outreach to, and have conversions with, employers and employee benefits brokers.

Offering The Best Employee Benefits

Coworkers on a Coffee Break

When we meet with an HR professional – particularly one responsible for talent acquisition or employee retention – we often get posed the same questions or hear the same concerns, such as:

  • How can I offer the best employee benefits to help acquire/hire/recruit top talent or retain top employees?

  • What are some benefits or perks I can offer my employees that won’t cost my organization a lot of money or time to administer?

  • What are some cool employee benefits I can offer?

  • What are some financial benefits/financial wellbeing benefits I can offer my employees?
     

Employee benefits brokers who help employers decide on, and implement, various employee benefits and perks share similar questions and concerns related to their clients’ ongoing benefits needs, and we welcome and enjoy collaborating with them as well.

A No-Cost Employee Benefit: Our Find-A-Financial-Advisor Tool

Our find-a-financial planner/financial advisor match tool provides an answer and solution to all of the above. We do not charge a fee to an employer to offer our tool/services to their employees, and sharing information with your employees about this benefit should not be time-consuming. Once you’ve communicated about our financial tool with your employees, there is no need for oversight related to their use of the tool.

And, if you’re an employee benefits broker, offering our service to your employer clients:

  • Creates goodwill

  • Supports clients viewing your employee benefits firm as being innovative and leading-edge

  • Provides a value-add and differentiates you from your competitors

  • Allows you to offer your employer clients a benefit that requires no administrative effort on your end or theirs.

Offer The Benefit Of Financial Wellbeing

Research indicates that when an employee is dealing with financial woes and concerns, their productivity is reduced. When you provide your employees with access to a trustworthy, top-rated financial planner who was identified based on your employee’s financial wants, needs, financial goals, and risk tolerance, both your organization and your employee benefit.

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Employees want to work for employers who care about their total wellbeing and tend to be more engaged. Providing access to our tool supports both employee hiring and employee retention goals

Enhance Your Employee Wellness Program With Financial Wellness Component

Many employers, particularly those who want to recruit and hire top talent, as well as retain it, may want to position the offering of our financial planner match services as a component of an overall employee wellness program vs. as a distinct employee benefit. However an employer positions our find-a-financial-advisor matching tool, we believe that our services support financial wellbeing/financial wellness and makes for an important component of an overall/total employee wellness/wellbeing program!

Need more details? Contact our team of financial advisor matching experts.

We are here to assist. Contact us by phone, email or via our social media channels.

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