One on One Meeting Photo by rawpixel on UnsplashIMAGE: rawpixel / Unsplash

Jennifer Namazi from the National Association of Stock Plan Professionals (NASPP) points out…..

“In the recent webcast, the panel shared UBS participant survey results that pointed to a higher level of participant satisfaction with the education provided by their company when that education included one-on-one conversations. That concept, while not new, really struck me. I think it’s because we live in a world dominated by so many forms of electronic communication options – mobile, video, email, text, and so on. It can be easy to forget the value of a one-on-one conversation with someone. As a stock plan administrator, it would be a huge challenge to find time to have these types of conversations with all stock plan participants. This is where the broker (aka: financial advisors) relationship can take center stage. Most, if not all, of the brokers in this industry are skilled in participant education and communication. Knowing that participants value conversation, elevate your plan to the next level by leveraging your broker to help with those educational moments.”

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