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On-Demand Webinar

How Financial Advisors Add Value Through PEO Partnerships

SMB clients ask you about more than investments; they ask about hiring, benefits, compliance, and payroll.

In this recorded webinar, we show how advisors partner with a boutique PEO to solve those challenges, without diluting their advisory focus or economics.

You’ll learn:

  • when a PEO is the right fit
  • how to position it alongside the 401(k)
  • practical steps to activate a referral-friendly workflow with ExtensisHR and Vestwell

We’ll cover case scenarios, conversation starters, and pitfalls to avoid, so you can protect AUM, deepen relationships, and become the first call when HR gets complicated.

 



Speakers

Paul Sendik

Director of Sales, ExtensisHR

Janeane Savino

Sales Manager, ExtensisHR

Elizabeth Fink

Sales Manager, ExtensisHR

Andrew Nairooz

Financial Advisor, Equitable Advisors

Joshua Mondschein

Director of Workforce Solutions, Benefits, RMR Wealth Builders, Inc

Core Takeaways

Debunk Common PEO Myths

Gain clear, straightforward answers to the most common misconceptions about PEOs—and learn how to confidently address them with your clients.

Position PEO as a Complement to 401(k)

Discover how to integrate PEO into your advisory conversations without diluting your 401(k) strategy—so you can protect AUM and strengthen relationships

Unlock New Growth Opportunities

Walk away with practical steps, conversation starters, and pitfalls to avoid—giving you the tools to expand your future book of business.

Discover a Partner You Can Trust

See how ExtensisHR’s boutique PEO approach empowers advisors with white-glove service, compliance expertise, and solutions tailored to help you better serve your clients.

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