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Advise Clients on Benefits With a Simple Framework

ADVISE CLIENTS ON BENEFITS WITH A SIMPLE FRAMEWORK

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Gusto's Jaclyn Anku and Annie Arthur for an interactive session on how you can differentiate your firm’s services through using a 4-part framework to guide clients on the why, what, when, and how of employer-sponsored benefits so that they can attract and retain talent. We’ll cover how you can help clients create a roadmap that aligns with their business goals through educating them on premium, no-cost, and low-cost benefits offerings. You’ll also learn how Gusto partners with you to provide a team of licensed benefits advisors and an intuitive benefits management platform. 

Learning Objectives:


  • Recall a 4-part People Advisory framework to guide clients on the why, what, when, and how of benefits

  • Identify the difference between premium, low-cost, and no-cost benefits solutions

  • Recognize how Gusto supports you and your clients through its platform and team of licensed benefits advisors

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Gustologo

Caleb Newquist is Editor-at-Large at Gusto. In 2009, he became the founding editor of Going Concern, the one-of-a-kind voice on the accounting profession, serving in the role for nine years. Before Going Concern, Caleb worked as a CPA for nearly six years in New York and Denver. He lives in Denver with his wife, daughter, and two cats. You can follow him on Twitter at @cnewquist.
 

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Jaclyn Anku

Gusto
Partner Education Lead
jaclyn.anku@gusto.com
(415) 408-5574

Gustologo

Jaclyn Anku leads Partner Education at Gusto and is a small business and accounting community enthusiast dedicated to creating programs that educate, engage, and inspire. Prior to joining Gusto, she led the Xero’s Partner Program and worked as a small business consultant at a non-profit microlender.

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Annie Arthur

Gusto
Marketing | Accountant Community
annie.arthur@gusto.com

Gustologo

Annie is on the Accountant Education team and has been with Gusto for over three years. Before joining the Accountant Education team, she worked on the Accountant Sales team and gained extensive knowledge of the accounting industry and Gusto's product and functionality. Now, she is building world-class training programs with a goal of empowering accountants and bookkeepers to expand their expertise, uplevel their skills, and grow their business.

About Our Presenter

Gustologo
Gusto serves 200,000+ small businesses and 7,000+ accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.