The ShiftShapers Podcast

Commission compression is causing advisors to rethink their business model - especially looking a few years out. One option is to shift to a more consultative fee-based motif. Our guests, Mike Grinnell and Kirsten Tudman of CPI-HR, are among the handful of advisors at the forefront of this shift.

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

Direct download: SHIFTSHAPERS055.mp3
Category:general -- posted at: 6:00am EDT

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 tools and techniques. Our guest on this episode of ShiftShapers is Adam Russo, Esq., co-founder and CEO of The Phia Group, as well as the founding and managing partner at a law firm, Russo & Minchoff. He believes that, in light of the healthcare reform, the current environment is full of exciting opportunities that many brokers can take advantage of.

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

Direct download: SHIFTSHAPERS054.mp3
Category:general -- posted at: 6:00am EDT

Matthew Wood, VP of Sales & Technology at Lidac, believes that technology and an end-to-end managed sales cycle is the answer for advisors who are being asked to do more with less.  On this program we explore the opportunities presented when the process is completely reimagined.

Get full show notes and more information here: http://bit.ly/1axJl07

Direct download: SHIFTSHAPERS053.mp3
Category:general -- posted at: 6:00am EDT

In today’s market, employers expect their benefit advisors to bring them new ideas to control costs. Our today’s guest, Christopher Fisher, Founder & President of BenefitsAlly, finds companies that are doing unique things that can take employers beyond the traditional method of increased employee responsibility.

We discuss the three hallmarks of "intelligent health care solutions". Chris believes that advisors who use those ideas and come up with creative solutions are going to thrive, and those who continue on the same old path will soon fade away.

Get full show notes and more information: http://bit.ly/1Cl3QmQ

Direct download: SHIFTSHAPERS052.mp3
Category:general -- posted at: 6:00am EDT

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