A survey of 1,000 HR decision-makers found 59% work with an HR advisor, 56% work with a benefits broker and 45% work with a financial advisor. What's more? Nearly all are happy with their advisory partnerships.
To better understand these relationships, we surveyed 1,000 individuals that work at advisory organizations, including accounting firms, banks, brokerages, consulting services and financial advisory firms.
Their responses highlight the current state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future. Here are some takeaways that are uncovered:
- Client size
- Client sourcing
- Common services
- Future services
- Compliance concerns
- Service issues
- Company challenges
- Company opportunities
- and more!