Mid-size focus Target Rhodes-Joseph & Tobiason Advisors as a specialized employee benefits advisory partner serving mid-size to large employers, creating opportunities for benefits optimization, compliance, and vendor consolidation services.

Independent perspective Position the firm’s independent employer viewpoint as a differentiator for M&A advisory and integration support, offering due diligence, benefits structureassessment, and post-close guidance to private equity-backed portfolios.

Global reach Leverage their capability to provide services across the U.S. and globally to pursue multi-national employers or organizations with cross-border benefits needs, including international benefits design and cross-border compliance.

Growth coaching Cross-sell Grow Your Benefits Career coaching to benefits professionals within client organizations or partner networks, expanding engagement beyond advisory services into training programs.

Tech enablement Highlight the tech stack, including iCIMS and cloud-based tools, to offer enhanced benefits administration, data analytics, and modern candidate/client experiences as value-added services.