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Ep #114: Client Engagement Goes Far Beyond Product – With Veer Gidwaney
If you want to help your clients engage, put away the product and focus on curated content and micro-moments.
Helping consumers engage more easily wit…
10 years, 3 months ago
Ep #113: Employer Exclusion Attack And New Wellness & Overtime Rules - With Jessica Waltman
Who is trying to change the Employer Exclusion and why? How will the new overtime and wellness rules affect you? Jessica Waltman’s quarterly visit ex…
10 years, 3 months ago
Ep #112: The Elements of Successful Consulting – With Chad Schneider
If you are thinking about taking a more consultative approach and want a roadmap for how to get there, this episode is for you!
On this episode, we we…
10 years, 3 months ago
Ep #111: Why Behavioral Economics is Crucial to Your Business – With Jeremy Pincus
Behavioral economics may sound like an oxymoron, but it has everything to do with success in everything from benefit design to sales success.
Jeremy P…
10 years, 4 months ago
Ep #110: The Bloodline of Wisdom and Wise Decision Making - With Tony Boquet
Are you a “solutionary”? What is the role of wisdom in ethics, and where does wisdom begin? An old friend of the podcast has a new novel that helps …
10 years, 4 months ago
Ep #109: Why Using Statistics in Your Long Term Care Marketing Process May Be Hurting Your Business – With Steve Cain
This week, we’re featuring an interview with Steve Cain, Principal and National Sales Leader at LTCI Partners, on the topic of the practice area that…
10 years, 4 months ago
Ep #108: What You Don't Know About Retirement Will Hurt You – With Michael Gerali
Should HSAs be thought of as more of a retirement than healthcare tool? We ask practitioner and author Michael Gerali that question and more on this …
10 years, 4 months ago
Ep #107: Are Benefit Advisors Fiduciaries? - With Adam Russo
Being a fiduciary is a big responsibility that many clients don’t fully understand and oftentimes find challenging to carry out – especially in the s…
10 years, 4 months ago
Ep #106: The Most Important Sales Tool You Have Forgotten - With John Stoner
The most important sales tool you have forgotten might be the most important tool to remember – if you want to maximize the work you do for each clie…
10 years, 5 months ago
Ep #105: Raise Your Communication Game - With Meghan Dotter
On this episode of ShiftShapers, we’re pleased to welcome Meghan Dotter, Principal at Portico PR, back to the program to talk about some of the commo…
10 years, 5 months ago