Podcast Episodes
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Ep #275: Benefits from a CFO’s Perspective – with Steve Watson
Steve Watson is a CFO/CHRO of a 500-life group who has learned that there is a critical lack of understanding about benefits among his peers. In this…
7 years, 2 months ago
Ep #274: Creating a JV with an Accounting Firm – with Adam Rosenfeld
We have had guests talk about benefits and P&C mergers, but how do you create a successful joint venture between benefits and accounting firms while …
7 years, 2 months ago
Ep #273: The North and The South – Managing a Complex Market – with Jim Garrison
How do you deal with a bifurcated market, and what can we learn from our Taft/Hartley cousins? Jim Garrison, President at Pacific Federal, a private …
7 years, 2 months ago
Ep #272: Starting An Agency In Today’s Climate – with Adam Berkowitz
A personal encounter with the medical system led to a decision that making a difference required a different approach. So Adam Berkowitz launched an …
7 years, 3 months ago
Ep #271: A Good Shepherd Making a Huge Difference – with Phil Baker
Creating a pharmacy model that provides help for underserved populations using reclaimed prescriptions required a pharmacist with a mission, a change…
7 years, 3 months ago
Ep #270: The New “Masters In Health Plan Design” Degree – with Tom Scott (Part 2)
With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lync…
7 years, 3 months ago
Ep #269: The New “Masters In Health Plan Design” Degree – with Tom Scott (Part 1)
With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lync…
7 years, 3 months ago
Ep #268: Don’t Forget The Most Important Part – with Tom DiLiegro
With all of the focus on deconstructing health plans, the technical aspects of self-funding, advising clients on compliance, and more – it is often h…
7 years, 4 months ago
Ep #267: Better Communication and Plan Branding Yields Happy Clients - with Ellen Anreder
It doesn’t do a lot of good if a firm has the best benefit plans in the world, but the employees don’t really know about them or understand how they …
7 years, 4 months ago
Ep #266: Opportunities Offering HR Services To Employers - with Barry Cohn
Many firms are diversifying their client offerings and beefing up their value propositions to achieve success in the current environment. Some firms …
7 years, 4 months ago