Member Forum Recap: The Power of Trusted Advisors

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The IECRM Member Forum on Wednesday, October 8, held online via Zoom, focused on the value of maintaining strong “trusted advisor” relationships across legal, financial, banking, accounting, and insurance/risk management fields—especially in today’s dynamic business environment.

Kristin White of Fisher Phillips shared timely legal updates that set the stage for a broader conversation about what trusted advisors are, who they are, and why these relationships matter for businesses of all sizes.

IECRM’s Industry Partner members BOK Financial, Network Insurance Services, and Wipli shared timely insights in banking, insurance services, and finance/accounting, highlighting how trusted advisors help businesses thrive, navigate challenges, and make strategic decisions. Click here to catch the full conversation and revisit the discussion. IECRM looks forward to continuing these important conversations in future forums.

IECRM Trusted Advisors

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