The ShiftShapers Podcast

On this episode of ShiftShapers, Lillian shares a simple yet powerful technique brokers can employ to give them a competitive advantage over any technology platform. She offers advice and ideas to help advisors become more effective and efficient in closing new clients and retaining existing ones. Lillian believes that advisors today have a unique value proposition - they simply need to learn how to present it in a compelling and competitive manner.

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

Direct download: SHIFTSHAPERS068.mp3
Category:general -- posted at: 6:00am EDT

On this wide-ranging discussion, Troy explains what can be done, in light of the Affordable Care Act, to actually make the health care affordable. We discuss the possibilities of looking through the windshield rather than the rearview mirror when using  evidenced-based medicine and predictive modeling. We also explore how using those data can help lower costs, improve quality and deliver a better overall client experience.

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

Direct download: SHIFTSHAPERS067.mp3
Category:general -- posted at: 6:00am EDT

From social media to video email marketing, one of the common themes we heard a lot of folks talking about at the recent National Association of Health Underwriters Convention was the need for better, more efficient and effective communication. One of the presenters from the convention, Barbara Saxton, CEO of Smart Choices, joins us on this episode to talk about the class she taught on that topic.

Get full show notes and more information here: http://bit.ly/1UNLhV7

Direct download: SHIFTSHAPERS066.mp3
Category:general -- posted at: 6:00am EDT

Jay Kempton, president & CEO of The Kempton Group has been described as "the personification of a disruptive force in the self funded world." In our wide ranging discussion, Jay talks about everything from what buying a truck would be like if we applied today's insurance purchasing rules to why Health Savings Accounts aren't a real long-term solution.

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

Direct download: SHIFTSHAPERS065.mp3
Category:general -- posted at: 6:00am EDT

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