nextAdvisor:
Helping clients future-proof their workforce in an age of uncertainty

In a time of economic turbulence and rapid change, Economist Enterprise, supported by Nuveen, surveyed over 2,000 full-time employees and spoke with benefits leaders across industries to help plan advisors better understand how American workers are really thinking about their benefits and what employers need to know to stay competitive tomorrow. The Benefits 2.0 research program analyzes emerging trends in employer-provided benefits.

Findings reveal a workforce under pressure, making difficult trade-offs between security and advancement, borrowing from their futures to survive today, and struggling to navigate increasingly complex benefits decisions, uncovering three critical shifts reshaping the benefits landscape and offering actionable insights for advisors ready to help their plan sponsor clients respond.

Have the conversation with your clients

Below are some resources to help you open the doors to prospective clients by demonstrating your knowledge of the benefits landscape. We encourage you to send the email, which includes a link to a piece of the research and digital hub, then contact these individuals to schedule a meeting to discuss the impact of the research findings, using the presentation provided.

Benefits 2.0 by sector

Segmenting your book of business can help expand your practice. Many factors go into the success and growth of firms, but segmentation, efficiency and tailored solutions have proven to be of high importance. An open dialogue and relatability create trusting relationships.

Benefits 2.0 features industry-specific insights, allowing you to have more targeted and informative conversations with plan sponsors working in these sectors. Become familiar with each sector’s digital hub linked below, then use the tools provided to kick-start your conversations with benefits decision makers in these sectors.

• Manufacturing
• Energy and Utilities
• Sports, Media and Entertainment

Sector-specific resources to use with prospects

Leverage the sector-specific research findings from Benefits 2.0 to demonstrate your comprehensive understanding of the respective benefits landscape. Being able to articulate your breadth of knowledge will help to open doors in different sectors, nurture trust and build relationships.

Simply send the prospective client an email which includes links to the online research hub and a short overview flyer. Follow up with a call and schedule time to review the findings using the presentation provided.

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