Podcast Episodes
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Ep #124: Knocking On The HR Door Provides New Opportunities - With George Reese
Accustomed to knocking on the C-Suite door, many advisors are finding success by using the HR door instead. Leveraging ACA-related changes and techno…
10 years, 1 month ago
Ep #123: Voluntary Benefits Enhance the Consumer Experience - with Sal Campanile
This week on the ShiftShapers podcast, Sal Campanile stops by to help us explore the world of voluntary benefits. Sal is the Vice President of Workpl…
10 years, 1 month ago
Ep #122: Is Prac-Ademics The Key To A Successful Retirement Planning Practice? - With Dr. Robert Johnson
A generational shift has created several generations of Americans who are financially unprepared for retirement, which represents an opportunity for …
10 years, 1 month ago
Ep #121: The Future of Value-Based Care - With Eric Parmenter of Evolent Health
This week on the ShiftShapers podcast, Eric Parmenter outlines the differences between the HMOs of the past and value-based care at the provider and …
10 years, 1 month ago
Ep #120: Use Compliance As A Differentiator And A Profit Center - With Peter Lewenson
Providing compliance advice and services is table stakes for today’s advisors. How do you build a compliance practice and should you create it in-hou…
10 years, 1 month ago
Ep #119: Strategies and Tactics for Self-insured Plan Success - Part 2 - With Peter and Stacy Borans
It’s all about risk management! Learn how today’s successful plans incorporate clinical expertise, financial understanding, and cutting edge cost con…
10 years, 2 months ago
Ep #118: Strategies and Tactics for Self-insured Plan Success - Part 1 - With Peter and Stacy Borans
It’s all about risk management! Learn how today’s successful plans incorporate clinical expertise, financial understanding, and cutting edge cost con…
10 years, 2 months ago
Ep #117: Tools & Techniques Maximize Communication and Consumerism - With Saravanan Chettiar
Communication and consumerism tools are especially important in smaller groups that lack the resources of their larger counterparts. This presents a …
10 years, 2 months ago
Ep #116: Use Non-Insured Benefits To Combat Commission Compression — With Joel Ray
Are non-insured benefits a tool to help combat commission compression and how can you integrate them into your practice?
Regulatory changes, complexit…
10 years, 2 months ago
Ep #115: Partner or Practice? The Fiduciary Rule Meets Reality — With Jamie Hopkins
Beyond the technicalities of the DOL Fiduciary Rule are the practicalities of how to adjust your practice to comply while still delivering a high lev…
10 years, 3 months ago