The ShiftShapers Podcast

ACA and its blizzard of ever-changing regulations has created a challenging environment for even the most proficient advisors. We asked Arthur Tacchino, Chief Innovation Officer & Principal of Sync-Stream Solutions, to discuss those challenges and to examine some of the ways advisors can master and profit from providing their clients with expert and timely advice.

Get full show notes and more information here: http://bit.ly/1OJqQFW

Direct download: SHIFTSHAPERS051.mp3
Category:general -- posted at: 6:00am EDT

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 episode, believes that a better - and more sustainable - solution is Reference Based Pricing (RBP).  We discuss the growing interest in reference based pricing (RBP) and how it can put a serious dent in health care costs in the post-ACA environment.

Get full show notes and more information here: http://bit.ly/1MRGoWo

Direct download: SHIFTSHAPERS050.mp3
Category:general -- posted at: 6:00am EDT

Today, we discuss the crossover between the often separate worlds of property and casualty and employee benefits. Our guest Frank Pennachio is partner & co-founder of Oceanus Partners. Frank believes that the overlap in these two areas provides some challenges for employers and opportunities for advisors who can bridge the gap.

Get full show notes and more information here: http://bit.ly/1CggJ6C

Direct download: SHIFTSHAPERS049.mp3
Category:general -- posted at: 6:00am EDT

A recent survey provided a glimpse into what employers want from their benefit advisors. The results offer a roadmap for savvy advisors to tailor their services to match up to those market expectations. What tools and techniques are needed to bridge that gap? That's the question we asked Michelle Jackson, Senior Product Director at Zywave.

Get full show notes and more information here: http://bit.ly/1Nv7OT3

Direct download: SHIFTSHAPERS048.mp3
Category:general -- posted at: 7:00am EDT

We begin by asking Peter a question we never thought we would ask anyone on the podcast. Peter explains how to create zombie loyalist embryos and how to feed and care for them as they turn into single-minded advocates for your practice. We also chat about how you can lose their loyalty and what to do when that happens.

Get full show notes and more information here: http://bit.ly/1891RdI

Direct download: SHIFTSHAPERS047.mp3
Category:general -- posted at: 6:00am EDT

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