Evolution of the Advisor: Guiding HR Professionals Towards Financial Wellness & Workforce Resilience

As HR shifts from administrative tasks to a more strategic leadership role, advisors must evolve alongside them – or risk falling behind. 

Helping employees navigate their financial stress, retirement readiness, and overall well-being are top priorities on the agenda for HR leaders. Consequently, a new kind of partnership is emerging: One that is collaborative, people-first, and focused on measurable impact. 

Join us to explore how the modern advisor-HR relationship is helping build financially confident, resilient teams through smarter retirement and benefits strategies. We’ll cover: 

• How both HR and advisor roles are evolving toward a more people-centered approach 
• Strategies to empower your workforce through financial wellness and retirement readiness 
• Ways to reduce fiduciary risk and strengthen benefit programs – helping lighten the load of financial stressors for your people
• The value of partnering with elite advisors in today’s complex benefits environment