As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind.
Helping employees navigate their financial stress, retirement readiness, and overall well-being are top priorities on the agenda for HR leaders. Consequently, a new kind of partnership is emerging: One that is collaborative, people-first, and focused on measurable impact.
Join us to explore how the modern advisor-HR relationship is helping build financially confident, resilient teams through smarter retirement and benefits strategies. We’ll cover:
- How both HR and advisor roles are evolving toward a more people-centered approach
- Strategies to empower your workforce through financial wellness and retirement readiness
- Ways to reduce fiduciary risk and strengthen benefit programs – helping lighten the load of financial stressors for your people
- The value of partnering with elite advisors in today’s complex benefits environment
