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Welcome to Q1! In this episode of Brokers' Corner, Mary breaks down the top priorities every benefits broker needs to tackle for a successful year. From critical compliance deadlines and tax season prep to industry trends, and client engagement we cover it all. Tune in for your guide to owning Q1 and setting the tone for a productive 2024.
Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!
Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email
Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/
Follow us: https://www.linkedin.com/company/bernieportal/
By BerniePortalWelcome to Q1! In this episode of Brokers' Corner, Mary breaks down the top priorities every benefits broker needs to tackle for a successful year. From critical compliance deadlines and tax season prep to industry trends, and client engagement we cover it all. Tune in for your guide to owning Q1 and setting the tone for a productive 2024.
Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!
Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email
Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/
Follow us: https://www.linkedin.com/company/bernieportal/