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Ep #144: The Role of Culture in Business – With Rick Bauman
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, 8 months ago

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Ep #143: Shifting from Commissions to Fees – With Mike Grinnell and Kirsten Tudman
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, 8 months ago

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Ep #142: How to Create Zombie Loyalists – With Peter Shankman
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, 9 months ago

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Ep #141: Post-election Healthcare Review – With Jessica Waltman – Part 2
Ep #141: Post-election Healthcare Review – With Jessica Waltman – Part 2

On part two of this special, post-election edition of the ShiftShapers podcast, we discuss policy ideas that may be seeing a resurgence based on the …

9 years, 9 months ago

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Ep #140:  Post-election Healthcare Review – With Jessica Waltman – Part 1
Ep #140: Post-election Healthcare Review – With Jessica Waltman – Part 1

On part one of this special, post-election 2-part edition of the Shift Shapers podcast, we look at the reality of the “Repeal and replace” strategies…

9 years, 9 months ago

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Ep #139: Upcoming Trends in Consumer Health Care Plans - with Daniel Wells
Ep #139: Upcoming Trends in Consumer Health Care Plans - with Daniel Wells

This week, our subject matter expert Daniel Wells, Executive Vice President of Business Development for Endeavor Plus, joins us to discuss emerging t…

9 years, 9 months ago

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Ep #138: Reference-Based Pricing Offers Relief From Runaway Facility Costs - With Steve Kelley
Ep #138: Reference-Based Pricing Offers Relief From Runaway Facility Costs - With Steve Kelley

Steve Kelly is the President and Co-Founder of ELAP Services. He’s the foremost expert in a field that a lot of people are talking about – reference-…

9 years, 9 months ago

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Ep #137: How to Have a Self-Funding Conversation with Employers – With Adam Russo
Ep #137: How to Have a Self-Funding Conversation with Employers – With Adam Russo

In this episode, we explore some of the most common questions advisors ask about self-funding and discuss concerns ranging from minimum group size to…

9 years, 10 months ago

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Ep #136: The Retailization of Health Care Markets with Sally Poblete
Ep #136: The Retailization of Health Care Markets with Sally Poblete

On this episode of ShiftShapers, we’re pleased to welcome Sally Poblete, the CEO of Wellthie, to discuss how consumer expectations are influencing te…

9 years, 10 months ago

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Ep #135: Creating Operational Efficiencies Using Technology - With Paul Gable
Ep #135: Creating Operational Efficiencies Using Technology - With Paul Gable

This week on ShiftShapers, Paul Gable, President of IBX, lends his expertise on technology tools in the benefits industry to the discussion. Benefits…

9 years, 10 months ago

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