The ShiftShapers Podcast

On this episode, we welcome Chad Schneider, Chief Sales Officer at Code SixFour, who has extensively studied practices around the country and has keen insights into how the most successful advisors are either hanging out "Consultant" shingles or are taking a more consultative approach to working with their prospects and clients.

Get full show notes and more information here: http://bit.ly/1sToCh9

Direct download: SHIFTSHAPERS112.mp3
Category:general -- posted at: 11:00am EDT

Jeremy Pincus, Principle at Forbes Consulting Group, studies the topic and believes that it is crucial to more productivity and happier clients. Jeremy explains what that useful offshoot of economics and psychology is all about and why “there’s a factor of emotion all the way going back to policy design, it isn’t just at point of sale.”

In our conversation, we learn the science that explains why giving prospects and clients fewer choices is key to successful sales.  Jeremy explains the concept of “focalism” and how it plays into the sales equation. We also gain insights into the paradox of choice and the hidden forces behind every decision our clients make.

Get full show notes and more information here: http://bit.ly/1TNt8U3

Direct download: SHIFTSHAPERS111.mp3
Category:general -- posted at: 11:00am EDT

This week, we welcome Tony Boquet back to the podcast. In his "day" job, Tony is Vice President and Adjunct Professor at the American College. Last time we chatted, he told us about changes at the college, but this conversation centers around his new book, The Bloodline of Wisdom: The Awakening of a Modern Solutionary. 

Get full show notes and more information here: http://bit.ly/1Tc0a0k

Direct download: SHIFTSHAPERS110.mp3
Category:general -- posted at: 11:00am EDT

On this episode of the ShiftShapers Podcast, we discuss why using statistics to market LTC is no longer the best method to use and what advisors should change in their approach to achieve better results.

Get full show notes and more information here: http://bit.ly/1SWzws4

Direct download: SHIFTSHAPERS109.mp3
Category:general -- posted at: 11:00am EDT

Learn how you can expand your practice by seamlessly integrating your client’s retirement planning with the benefit advisement you already offer.

Get full show notes and more information here: http://bit.ly/26CswtN

Direct download: SHIFTSHAPERS108.mp3
Category:general -- posted at: 11:00am EDT

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