PEO Brokers Roundtable :: Round 2 скачать в хорошем качестве

PEO Brokers Roundtable :: Round 2

This second roundtable brings together brokers at very different stages of the journey; from 15+ years in, brand new, and early-stage founders to compare notes on what actually builds a durable PEO brokerage. A few themes we dig into: How to evaluate PEO partners: not by whether mistakes happen, but how they own and resolve them Client experience as the growth engine: happy clients create referrals and long-term retention Setting expectations upfront: consultative beats “salesy” every time GA vs. direct: you can outsource admin/process, but you can’t outsource relationships or knowledge Building trust through transparency: clean numbers, clear process, and honest guidance