Key Drivers of Successful Agencies in Today’s Industry

Join us for this virtual presentation by Perry Braun. **A Zoom link will be sent the day before the event.**

Advisors’ business models continue to change and evolve and to be successful in the future it is important to change their business model and evolve from simply focusing on benefits (benefits advisor) to focusing on their client’s business (business advisor). How to avoid risk, how to structure benefit plans, and where to invest their limited capital wisely are what an advisor performs as a service, but again the objective measure of success between an advisor and client is how that advisor is contributing to assisting their client build a sustainable business. The pathway forward is integrating strategies that lead to a healthier business, people, and culture.

Speaker Bio:

Perry S. Braun has more than 25 years of experience in the employee benefits and healthcare industry. As Executive Director of Benefit Advisors Network (BAN), Perry is responsible for assisting employee benefit brokerage firms with improving their performance and profitability through best practice learning, knowledge sharing, proven growth strategies, and enhanced operating efficiencies. Prior to his current positions, Perry was Vice President of Sales and Customer Relations at Medical Mutual of Ohio and served as Vice President and Chief Operating Officer at Consortium Health Plans. He also held senior-level positions with Blue Cross Blue Shield of Ohio.

Perry is an accomplished and highly regarded professional with a proven record of identifying and closing market opportunities that lead to increased revenue and market share for agencies. He is a strategic thinker with the ability to forecast market needs, develop new products, find new distribution channels, increase sales, and extend market penetration. If you don’t find him serving members and clients, you’ll probably find him in his kitchen cooking up something creative, fresh, and delicious!