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Run Time: 28:14
in On Point

Agencies Build Platform for Growth

Unable or unwilling to continue alone anymore, many independent agency owners are joining with other agencies or networks of some kind. What is the prescription for successful aggregation? According to Alera Group’s Chief Development Officer Alera Group Rob Lieblein, they include expanded ownership opportunity for staff, shared technology and other platforms, a strong employee benefits sales culture, and a spirit of collaboration and fun. Prior to helping form Alera, Rob had advised agents and brokers on organic growth for several decades. On this informative podcast you’ll gain an inside peek on why Alera is on the move. Rob also speculates on the future of M&A activity in the industry.

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