Finding a Fiduciary Standard in the Employee Benefits Marketplace and Spotlighting Business Pioneers

Donovan former Series 65 Wealth Advisor and Chelsea, D1 athlete and Insurance agency owner are a husband wife duo taking on the Employee Benefits Market for Large Employers across the country.

Top 3 Value Bombs

1. You do not have to expand your business too broadly. Focus on a specific area until you can say no to certain opportunities.

2. Entrepreneurial journeys and business growth are rarely straightforward. Progress happens, but the business model or client base may need adjusting. The trip involves ups, downs, and setbacks. Embracing the process and prioritizing customer service will lead to the desired destination.

3. Be transparent, proactive, and constantly evolving to avoid being outdone. Embrace growth, learning, and change.

Connect with Chelsea on LinkedIn - Chelsea's LinkedIn

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