Podcast Episodes
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Ep #51: Compliance and The Regulatory Maze of the Affordable Care Act with Arthur Tacchino
ACA and its blizzard of ever-changing regulations has created a challenging environment for even the most proficient advisors. We asked Arthur Tacchi…
10 years, 11 months ago
Ep #50: Is Reference Based Pricing The Future of Sustainable Health Plans? - With Ryan Day
Healthcare costs are rising and as we discussed in episode 48, most employers are still using cost shifting as a hedge. Ryan Day, our guest in this e…
11 years ago
Ep #49: The Intersection of Property & Casualty and Employee Benefits with Frank Pennachio
Today, we discuss the crossover between the often separate worlds of property and casualty and employee benefits. Our guest Frank Pennachio is partne…
11 years ago
Ep #48: What Do Employers Expect From Benefits Advisors? - With Michelle Jackson
A recent survey provided a glimpse into what employers want from their benefit advisors. The results offer a roadmap for savvy advisors to tailor the…
11 years ago
Ep #47: 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…
11 years ago
Ep #46: How Retirement Plan Data Can Help Target Benefits Prospects - With Mark Smith
Today on The ShiftShapers Podcast, the founder and CEO of MiEdge, Mark Smith, returns to the show to continue our conversation about Big Data. In thi…
11 years, 1 month ago
Ep #45: How To Increase Revenue and Client Satisfaction - With Julian Lago
For many advisors, revenue is down and client expectations are up. The good news is that there are creative ways to become more productive while also…
11 years, 1 month ago
Ep #44: Telemedicine as a New Deferentiatior with David Lindsey
On this episode of ShiftShapers podcast, we’re excited to have David Lindsey, founder and CEO of MyHealthPass. David has been in the health insurance…
11 years, 1 month ago
Ep #43: Concierge Medicine – A More Personalized Approach - With Thomas O’Connor, MD
Our guest on today’s program is Thomas O’Connor, M.D., a Connecticut internist who believes that ACA is the driving force behind the unprecedented gr…
11 years, 1 month ago
Ep #42: Critical Illness Insurance Adds Value to Your Client Conversations - With Ken Smith
When your client is diagnosed with a critical illness, will they have ready access to a lump sum of money needed to cover the ever-increasing persona…
11 years, 1 month ago