Podcast Episodes
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Ep #151: A Resurgence of Long-Term Care Insurance - with Bill Dyess - Part 2
After a market contraction due to a low interest rate environment and its effects on reserves as well as challenges understanding the pricing on a re…
9 years ago
Ep #150: A Resurgence of Long-Term Care Insurance – with Bill Dyess – Part 1
After a market contraction due to a low interest rate environment and its effects on reserves as well as challenges understanding the pricing on a re…
9 years, 1 month ago
Ep #149: The True Cost of Diabetes for Employees and Employers - with Tom Milam
According to the CDC, over 29 million people in the US are diabetic. It costs more than $176 billion to treat diabetes – so how can employers and emp…
9 years, 1 month ago
Ep #148: Is a CRM The Key To Increasing Sales And Better Service? - with Ryan Pinney
Today’s advisors are being asked to do more . . . and often – with less. Can a CRM help increase your effectiveness along with your practice’s effici…
9 years, 1 month ago
Ep #147: Socially Responsible Credit A Key Wellness Component - with Jameson Fauver
As “wellness” evolves to “wellbeing” many savvy advisors are adding a financial component. The problem is pervasive and expensive for employees and e…
9 years, 1 month ago
Ep #146: The Evolution of Consumerism in Healthcare with John Park
This week on the ShiftShapers podcast, we speak with John Park – Chief Strategy Officer at Alegeus. As the Trump administration transitions to power …
9 years, 2 months ago
Ep #145: A Better Way to Position Wellness Programs - With Andreas Deptolla
Is there a better way to position wellness programs with employers and what do advisors need to know about the evolution of those programs?
This week …
9 years, 2 months ago
Ep #144: The Role of Culture in Business – With Rick Bauman
This week on the ShiftShapers podcast, we revisit an interview with Rick Bauman, head coach of Intellectual Capital Coaching Corporation, to discuss …
9 years, 2 months ago
Ep #143: Shifting from Commissions to Fees – With Mike Grinnell and Kirsten Tudman
Commission compression is causing advisors to rethink their business model – especially looking a few years out. One option is to shift to a more con…
9 years, 2 months ago
Ep #142: How to Create Zombie Loyalists – With Peter Shankman
On this episode of ShiftShapers, we are stepping out of the realm of employee benefits, insurance and financial planning to discuss the ultimate diff…
9 years, 2 months ago