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Ep #54: 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…
11 years, 5 months ago
Ep #53: Reinventing the Sales Cycle - With Matthew Wood
Our guest this week believes that to it is time to reinvent the sales cycle. If we look at the employee benefits distribution process over the past f…
11 years, 5 months ago
Ep #52: Using Innovative Solutions to Contol Costs - With Christopher Fisher
In today’s market, employers expect their benefit advisors to bring them new ideas to control costs. Our today’s guest, Christopher Fisher, Founder &…
11 years, 5 months ago
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…
11 years, 5 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, 6 months 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, 6 months 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, 6 months 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, 6 months 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, 7 months 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, 7 months ago