In episode 14 of For Business Leaders, By Business Leaders, Benefit Associates’ Managing Partner, Jennie Rello, talks about establishing business processes to ensure multiple branches are putting out a consistent message with consistent service.
Jennie is the managing partner of Benefit Associates. She directs the administration department, specializing in staff development and financial operations, and has worked with retirement plans since 1983.
Jennie is the current President of Entrepreneur Organization (EO) of Orange County. The Entrepreneurs’ Organization (EO) is a global, peer-to-peer network of more than 12,000 influential business owners with 170 chapters in 53 countries. Founded in 1987, EO is a catalyst that enables leading entrepreneurs to learn and grow to infinity and beyond.
Benefit Associates has been helping employers with their retirement plan needs since 1982. They believe in continuity of account management and close contact with our clients, their legal counsel, and tax advisors. They know that the same answer is not right for every employer, so they focus on client-driven objectives and design plans that are workable and congruent with the client’s goals.
Learn more about Benefit Associates by visiting their website.
For Business Leaders, By Business Leaders is a weekly podcast series brought to you by Lead2Goals, a business management consulting firm based in San Clemente, California. Learn more by visiting www.lead2goals.com.
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