Webinar: Advisory Services Partnership: Powering Smarter Business Decisions 

Description

Advisory firms across industries are broadening their roles to help clients address compliance, technology, and workforce challenges. Discover why the most successful firms aren’t just transactional vendors—they’re becoming trusted business advisors showing clients how to navigate challenges, seize opportunities and plan for what’s next.
 
Join Ben Eubanks, Chief Research Officer at Lighthouse Research & Advisory as we reveal exclusive insights from isolved’s survey of 1,000 advisors across diverse industries.
 
In this webinar, you’ll learn: 

• Top compliance challenges—ERISA, FMLA and COBRA—while meeting rising client demand. 
• Emerging growth opportunities with AI, automation and advanced benefits technology that more than half of brokers and 65% financial advisors are already integrating into their services.
• How to expand your value and learn how advisors are becoming the primary link between clients, TPAs and technology providers like isolved 
• Actionable guidance to differentiate your services and strengthen your role through 2025–2026

Don’t miss this opportunity to gain data-backed insights and actionable strategies—whether you’re a broker expanding benefits and leave solutions, an accountant or banker driving financial modeling and compliance or advisor combining AI-driven insights with trusted client relationships. 

Register now!