Our Process

Our approach to employer services* focuses on achieving your desired outcomes through understanding, planning, execution, and continuous adaptation, with close collaboration all along the way.

 

Initial Meeting

  • Establish a relationship to learn about areas where your company would like to make improvements

 

Capabilities Implementation

  • Once you formally engage Wilson Albers, we can fully integrate our services and capabilities for your company

 

Discovery Session

  • Dissect the main points that were initially expressed and identify your company’s goals

 

Continuous Review

  • With multiple touchpoints throughout the year, we are constantly learning how we can best serve your company

 

Presentation

  • This is where we illustrate how our tools and capabilities will help your company achieve your goals

 

Successful Outcomes

  • We help you realize your company objectives by helping you be more successful and efficient

 

Our Impact

Following this approach in collaboration with our clients consistently yields:

  • Clear and understood employment strategy
  • Structured execution
  • Boosted employee engagement
  • Lower administrative burden & costs
  • Improved candidate and employee perceptions

*Our comprehensive employer services include Employee Benefits, Human Resources, Retirement Plans, Wealth Management and Risk Management

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.