The ShiftShapers Podcast

Mark Gaunya and Jennifer Borislow continue their discussion from last episode about why healthcare is so expensive and share their ideas to slow rising prices.

You can find show notes and more information by clicking here: http://bit.ly/2BYY5qs

Direct download: SHIFTSHAPERS194.mp3
Category:general -- posted at: 11:00am EDT

Mark Gaunya and Jennifer Borislow lay out how the government, Big Pharma, hospital systems, and health insurance companies are incentivized to stop price deflation and maintain complexity.

You can find show notes and more information by clicking here: http://bit.ly/2BaYA09

Direct download: SHIFTSHAPERS193.mp3
Category:general -- posted at: 11:00am EDT

Josh Hilgers, Director of Enterprise Sales at Quotit says that despite all the usual excuses, the "21st Century Cures" Act signed two years ago is offering those employees and employees options while creating a huge opportunity for benefit advisors.

 

You can find show notes and more information by clicking here: http://bit.ly/2BKsq8x

Direct download: SHIFTSHAPERS192.mp3
Category:general -- posted at: 11:00am EDT

In Part 2 of this 2-part episode we will ask David Contorno, President of Lake Norman Benefits and Benefit Selling’s 2015 Broker of the Year about Performance-based Compensation and his belief that it puts advisors in a much better long-term position.

 

You can find show notes and more information by clicking here: http://bit.ly/2j7ujVK

Direct download: SHIFTSHAPERS191.mp3
Category:general -- posted at: 11:00am EDT

David explains why talking to the C-Suite is the way to provide 21st-century advice to clients. We chat about how rationing of care has changed and how it has moved the industry and what questions advisors need to ask their clients.

You can find show notes and more information by clicking here: http://bit.ly/2jbDSlP

Direct download: SHIFTSHAPERS190.mp3
Category:general -- posted at: 11:00am EDT

On this episode of ShiftShapers, we are stepping out of the realm of employee benefits, insurance and financial planning to discuss the ultimate differentiator for all businesses – customer service.

You can find show notes and more information by clicking here: http://bit.ly/2AJuUDI

Direct download: SHIFTSHAPERS189.mp3
Category:general -- posted at: 11:00am EDT

Dr. Jeffrey Gold explains the attraction from the physician side of the equation when it comes to Direct Primary Care.

You can find show notes and more information by clicking here: http://bit.ly/2iyKn23

Direct download: SHIFTSHAPERS188.mp3
Category:general -- posted at: 11:00am EDT

A shift in communication and interaction with prospects and clients is the subject of Jeremiah Desmarais’ new book ….SHIFT. If you want to compete in today’s market, it is a must read.

 

You can find show notes and more information by clicking here: http://bit.ly/2hzgQW0

Direct download: SHIFTSHAPERS187.mp3
Category:general -- posted at: 2:51pm EDT

Jesse Slome is Executive Director at the American Association for Long Term Care Insurance. We asked him whether LTC was dead or alive and his answer may surprise listeners. We explore what happened to the first wave of LTC carriers and talk a bit about the recent divestiture and acquisition some major carriers have made. 

You can find show notes and more information by clicking here: http://bit.ly/2yRW6Aw

Direct download: SHIFTSHAPERS186.mp3
Category:general -- posted at: 11:00am EDT

Is a PBM a gatekeeper and whose interests are they serving?

Renzo Luzzatti is an expert on how and why pharmacy costs are growing at an exponential rate and driving an ever-more significant portion of claims spend. He explains that there are multiple vantage points to consider if benefit advisors and fiduciaries are to gain a good overall understanding of the problem and its possible solutions.

You can find show notes and more information by clicking here: http://bit.ly/2yTXENe  

Direct download: SHIFTSHAPERS185.mp3
Category:general -- posted at: 11:00am EDT

Will higher personal responsibility costs, more technical plan designs, and just the challenges of being a patient be the springboard for patient advocacy? We’ll find out on this episode of Shiftshapers.

You can find show notes and more information by clicking here: http://bit.ly/2g5QPQN 

 

Direct download: SHIFTSHAPERS184.mp3
Category:general -- posted at: 11:00am EDT

Talking politics and benefits is like walking a tightrope in heavy winds, but our guests say it can be done without falling off. Hear more of their advice in the second part of this two-part interview.

With healthcare so tied to politics these days, many advisors feel they have no way to avoid the subject when speaking with prospects and clients. Can you maximize your impact as an advisor and remain politically neutral? Jess Waltman and Dave Mordo say, "yes".

You can find show notes and more information by clicking here: http://bit.ly/2xXkK1W 

Direct download: SHIFTSHAPERS183.mp3
Category:general -- posted at: 11:00am EDT

Should you talk politics and policy with your clients? Our guests – one from the left and one from the right, will answer that question on part 1 (and 2) of this 2-part episode of ShiftShapers.

With healthcare so tied to politics these days, many advisors feel they have no way to avoid the subject when speaking with prospects and clients. Can you maximize your impact as an advisor and remain politically neutral? Jess Waltman and Dave Mordo say, yes.

You can find show notes and more information by clicking here: http://bit.ly/2ft1uB1

 

 

Direct download: SHIFTSHAPERS182.mp3
Category:general -- posted at: 11:00am EDT

In this fast-paced interview, Eric explains how advisors interested in enhanced benefits fall into four distinct classes and delves into which group you want to be in for maximum productivity and client satisfaction.

You can find show notes and more information by clicking here: http://bit.ly/2jNgfDR

Direct download: SHIFTSHAPERS181.mp3
Category:general -- posted at: 11:00am EDT

Every time talk turns to single payer, folks use the Canadian healthcare system as a reference. How does that system really work and does it provide better care for our northern neighbors?

For answers, we went to our Canadian friend Ron Hansell, President of Cross Border Benefits. We start by asking Ron for an overview of their system – just to level-set the discussion. He explains how it their system is paid for, what it costs and how their citizens interact with it.

You can find show notes and more information by clicking here: http://bit.ly/2h8QXyW

 

Direct download: SHIFTSHAPERS180.mp3
Category:general -- posted at: 11:00am EDT

Last week we explored buying leads. This week, in part 2 we will discuss how to maximize the potential of those purchased leads.

If you were surprised at how much has changed if you are buying leads, our guest this week, Don Runge, President of DMR and LeadGuru, believes that the established methodologies still work best for getting the most out of those leads.

Don contends that advisors need to make a “mind-shift” that challenges a lot of what they may believe about working leads. He also cautions that a lead is not a sale, but rather, a convenient excuse to begin a conversation with a prospect.

 

To Learn More About This Episode: http://bit.ly/2vZqgDx

Direct download: SHIFTSHAPERS179.mp3
Category:general -- posted at: 11:00am EDT

Buying leads has become more of a science than an art and the process is infused with new technology that helps you treat each lead like a $1000 bill. 

We asked Richard Bufkin, President of Target Leads to update us on lead purchasing, a traditional process that has been brought very much up to date. Richard is the second generation of a business that is 32 years old and that has been in his family for 25 years, so he has seen that evolution up close and personal.

During our conversation, Richard also dispels some commonly held beliefs. For some products, fancy mailing pieces generally do not perform better than plain old black and white mailings. We learn how reply options have changed greatly – including “PURLS” (personalized URLs).

We learn about the critical importance of an integrated CRM and how your response time may dictate your success. Richard also talks about clustering, and resting zip codes.

What You'll Learn from This Episode:

  • How Target Leads - a family business - has changed over time.
  • What's new in lead purchasing.
  • Why CRM systems are critically important.
  • What "clustering" is and how it affects lead generation.
  • Why Richard will lock out leads for 90 days.
  • Which is more effective – fancy color mailings or plain old black and white.
  • What PURLs are, and why they're so crucial to getting exposure.
Direct download: SHIFTSHAPERS178.mp3
Category:general -- posted at: 11:00am EDT

Drug costs are soaring and driving more of medical spend than ever before. The good news is that there are tools coming to market to help consumers and plans alike.

That is what our guest, Gary Becker, CEO of ScriptSourcing and I discuss on this episode. We begin with an exploration of why prescription drugs are so much more expensive in the United States than they are in other countries. We discuss the particular drugs that are driving the pharma cost component to all time highs.

You can find show notes and more information by clicking here: http://bit.ly/2iv3Vrf 

Direct download: SHIFTSHAPERS177.mp3
Category:general -- posted at: 11:00am EDT

"Consumer" and "shopping" go together everywhere in our lives – except in healthcare. What would happen if consumers could easily shop for non-emergency surgery and get bundled pricing, all with the help of a concierge to guide them through the process?

That is the question that Dr. Sanjay Prasad, Founder and CEO at SurgiPrice discusses on this episode. We begin by discussing how the current system has trapped patients and employers and forced unnatural consumer behavior. A surge on himself, Dr. Prasad has designed a system that helps to correct this anomaly – at least, for non-emergency surgical needs.

You can find show notes and more information by clicking here: http://bit.ly/2wbw38v

Direct download: SHIFTSHAPERS176.mp3
Category:general -- posted at: 11:00am EDT

Should you enroll enhanced benefits yourself, or can a professional enroller help to create clear communication while maximizing enrollment and delivering better client satisfaction - and what are the financial considerations of that decision?

That is the question that Allison De Paoli discusses in this episode. Her firm, De Paoli Professional Services, specializes in becoming an extension of your office, enabling a more direct and in-depth communication about employees’ enhanced benefits in an effort to maximize participation.

You can find show notes and more information by clicking here: http://bit.ly/2uOuBEi 

Direct download: SHIFTSHAPERS175.mp3
Category:general -- posted at: 11:00am EDT

Nurse Deb is the President of Ault International Medical Management and a pioneer in the medical management field. As an advocate of proactive and predictive case management, she helps patients and their case managers navigate the diagnosis, treatment, and financial aspects of healthcare.

Deb defines and discusses the four types of medical management and explains why she thinks predictive management is the model of the future. Deb also emphasizes the importance of employer engagement in health plans, and why they must balance the cost of care with the health of their employees.

You can find show notes and more information by clicking here: http://bit.ly/2viC8zt 

Direct download: SHIFTSHAPERS174.mp3
Category:general -- posted at: 11:00am EDT

We spend a lot of time and effort on enrollment, but how can we use the other 364 days to gain engagement and create health care consumers?  

That is the question Justin Holland, CEO and Founder of Healthjoy will help us explore on this episode of the podcast. HDHP designs have shifted more of the financial burden to employees, but that shifts a great deal of the knowledge burden to them as well.  As always, the question is how to engage employees.

You can find show notes and more information by clicking here: http://bit.ly/2vcq03m

Direct download: SHIFTSHAPERS173.mp3
Category:general -- posted at: 11:00am EDT

Last week the Senate failed to bring their reconciliation bill to a vote. Nationwide, the individual market is in trouble and advisors need to know what to tell their clients.  

In Jessica Waltman’s quarterly conversation with the ShiftShapers audience, she offers her unique perspective on what really happened on the Hill and where we go from here. We explore whether the 2015 clean repeal bill is still viable and whether single payer is inevitable.  

You can find show notes and more information by clicking here: http://bit.ly/2uPHGlg

Direct download: SHIFTSHAPERS172.mp3
Category:general -- posted at: 11:00am EDT

Group Medicare may sound paradoxical, but it can help expand your practice while freeing up significant benefit dollars for your group clients. Jason McClellan is the President & CEO of Insurance Advisors Direct-Agency, LLC, and knows exactly what you need to do to take advantage of this rapidly growing practice area.

In this episode, Jason explains what Group Medicare is and how different products work and how they can expand your practice while providing a cost-effective solution that often provides a better offering for retirees.

You can find show notes and more information by clicking here: http://bit.ly/2uVsa45

Direct download: SHIFTSHAPERS171.mp3
Category:general -- posted at: 11:00am EDT

Al Lewis, our guest on this episode of The ShiftShapers Podcast, is a serial entrepreneur, author, renaissance man, and the CEO of Quizzify. Quizzify is a healthcare education app that uses fun and games to teach employees how to buy and use healthcare. The service makes for smarter consumers and saves their companies a lot of money in healthcare costs.

In this interview Al shares his interesting journey, beginning with his time at Harvard Law School and culminating in the creation of Quizzify. We discuss current healthcare literacy issues, how to get employees excited about learning, and Al’s unique approach to solving these problems. We also cover how Quizzify integrates with a company’s wellness program and what employer conversations about healthcare and education look like.

You can find show notes and more information by clicking here: http://bit.ly/2u4C9a0

Direct download: SHIFTSHAPERS170.mp3
Category:general -- posted at: 11:00am EDT

The story of our industry over the last decade has been one of mergers and acquisitions. The ACA has propelled new levels of activity as benefit advisors are leaving the industry and selling their practices. This episode's guest is in the middle of the action, and here to share his expertise and opinions on the advantages some firms have found by becoming part of a larger organization.

Brett Rosen is the Executive Vice President of Mergers & Acquisitions at One Digital, formerly Digital Benefit Advisors. In this interview, we discuss the most important things driving the M&A wave and how advisors are finding opportunities to join forces with other practices to create new practice models that deliver incredible value to their clients.

You can find show notes and more information by clicking here: http://bit.ly/2tfwF8V

Direct download: SHIFTSHAPERS169.mp3
Category:general -- posted at: 11:00am EDT

On this episode of ShiftShapers, our guest and I discuss the new and diverse tools that advisors within the insurance industry are using to market their businesses. The fastest growing method happens to be video, and Bart Camarata is an expert on the topic.

Bart is the creator and host of BenefitAdvisor TV, where he leverages his Middle Tennessee State education to produce quality video content. Bart takes on some preconceptions about video - is it expensive to get started? and is it difficult to get started? We also discuss how advisors and agencies can begin to use video in a variety of ways to market their practices. 

You can find show notes and more information by clicking here: http://bit.ly/2tIFurX

Direct download: SHIFTSHAPERS168.mp3
Category:general -- posted at: 11:00am EDT

Mark Gaunya and Jennifer Borislow continue their discussion from last episode about why healthcare is so expensive and share their ideas to slow rising prices. With the release of the second edition of their book Bend the Healthcare Trend, Mark and Jennifer are advocating for consumer-driven healthcare as the solution to rising expenses.

You can find show notes and more information by clicking here: http://bit.ly/2rkpDOA 

Direct download: SHIFTSHAPERS167.mp3
Category:general -- posted at: 11:00am EDT

Nine years ago, Mark Gaunya and Jennifer Borislow wrote "Bend The Healthcare Trend" to explore how healthcare consumers could counteract the damaging effect of a system with misaligned incentives, opaque pricing schemes, and unnecessary complexity. They are about to release the 2nd edition of their definitive book and ShiftShapers talks to them about how much has changed; and how little has changed!

The authors believe that what has not changed is that consumerism and transparency are still the answer to an industry that remains unnecessarily confusing, even for many folks within the industry. The average layman stands no chance in a system created by the rule makers, for the rule makers.

Be sure you tune in for Part 2 next week!

You can find show notes and more information by clicking here: http://bit.ly/2rQwYpX

Direct download: SHIFTSHAPERS166.mp3
Category:general -- posted at: 11:00am EDT

The move from "wellness" to "wellbeing" requires a more holistic approach which includes helping employees become financially well. Understanding the need and bringing the right technology to employers can help advisors expand their offerings and differentiate themselves.

Chris Whitlow of Edu(k)ate joins us to talk about the need, the approaches and how technology and unbiased financial advice are helping companies support all of their employees with these essential skills regardless of financial status.

You can find show notes and more information by clicking here: http://bit.ly/2rDEeYw 

Direct download: SHIFTSHAPERS165.mp3
Category:general -- posted at: 11:00am EDT

Today is a discussion of the revolutionary power of transparent pricing.

Dr. Keith Smith believes that healthcare pricing in the United States is “scam” — and he’s working to change that. He is the medical director and managing partner of the Surgery Center of Oklahoma. Keith’s outlook on transparent healthcare pricing is a valuable one, especially since he’s had several years putting it into practice. 

You can find show notes and more information by clicking here: http://bit.ly/2q9m11e

Direct download: SHIFTSHAPERS164.mp3
Category:general -- posted at: 11:00am EDT

Transparency is the single topic with the most potential to transform every aspect of health and health insurance. We've decided to devote two episodes to this potentially innovative topic.

For part one our guest is Ralph Weber, President and CEO of MediBid. Ralph is a passionate subject matter expert and serves as a member of NAHU’s Healthcare Cost and Quality Transparency Workgroup. In this interview, we explore his belief that current healthcare pricing schemes purposefully withhold information from consumers, and why Millennials in particular won't accept the current status quo on transparency (or lack thereof).

You can find show notes and more information by clicking here: http://bit.ly/2qOqW8V 

Direct download: SHIFTSHAPERS163.mp3
Category:general -- posted at: 11:00am EDT

Benefits advisors have a huge opportunity with individual disability. Recent estimates are that the market in the blue, gray and white collar segments is only 30% penetrated. If your clients and prospects can't afford to retire today, you need to be discussing how they can insure their paychecks.

Patrick Irving, Managing Director of Covala Group, joins us to share his Disability Income (DI) expertise with The ShiftShapers audience. Many large corporations offer life insurance benefits, but fewer are offering DI benefits. Fewer still are offering high-quality, portable, individual DI contacts with those outstanding multi-life discounts. 

You can find show notes and more information by clicking here: http://bit.ly/2rdy7Ya

Direct download: SHIFTSHAPERS162.mp3
Category:general -- posted at: 11:00am EDT

Many of the precepts on which health reform efforts are based are nothing more than myths. ShiftShapers guest Greg Scandlen explodes 30 of those myths and why those incorrect assumptions continually doom efforts at health care reform. 

Based on flawed research, incorrect assumptions and flimsy evidence, these myths may make great bumper stickers but they yield miserably screwed up health care policy. Greg’s new book, Myth Busters: Why Health Reform Always Goes Away explores those false assumptions. From Roemer's Law more than 50 years ago to the "crisis of the uninsured" to small group reform in the '90s and today's "reform" discussions, our guest believes that it was inevitable that we find ourselves in such a mess.

You can find show notes and more information by clicking here: http://bit.ly/2q5s4aN

Direct download: SHIFTSHAPERS161.mp3
Category:general -- posted at: 11:00am EDT

This week on ShiftShapers, Julie Littlechild joins us to talk about the concept of absolute engagement, and how it can create more fulfilling growth in business and promote harmony between your work and personal life. Her work answers the question: can you intentionally design a successful business that also supports the life you really want to live? 

Julie has examined the troubling disconnect between growth, success, and personal fulfillment that often affects benefit advisors, financial planners, and other professionals. She outlines the three daily principles of absolute engagement that help align your personal vision with your business operations.

You can find show notes and more information by clicking here: http://bit.ly/2qeW3K7 

Direct download: SHIFTSHAPERS160.mp3
Category:general -- posted at: 11:00am EDT

On this episode of ShiftShapers, Jeff Hogan shares the innovative approach his company has used to deliver an engaging, modern, and consultative approach to employee benefits. At the core of this approach lies a focus on building strong partnerships with brokers to provide better options for employers and employees alike.   

Jeff and his team encourage employers to view their benefits offerings like any other corporate asset. Once they've established this mindset, Jeff works closely with his brokers to bring them quarterly data and analytics about everything from core benefits to wellness and other benefit initiatives.

You can find show notes and more information by clicking here: http://bit.ly/2q0mToz  

Direct download: SHIFTSHAPERS159.mp3
Category:general -- posted at: 11:00am EDT

This week on ShiftShapers, Kevin Trokey joins us to share the secrets of building a market-competitive insurance agency. Kevin is a founding partner and coach at Q4Intelligence, a consulting firm dedicated to removing the barriers that keep independent benefits and insurance agencies from reaching their full potential. 

Kevin discusses importance of agencies becoming more competitive by realizing their true purpose - helping business owners achieve what they really want. He also addresses the role of increased employee engagement and improved collaboration between the service and sales parts of business in boosting overall agency success.  

You can find show notes and more information by clicking here: http://bit.ly/2pmu4Lb 

Direct download: SHIFTSHAPERS158.mp3
Category:general -- posted at: 11:00am EDT

On this episode of ShiftShapers, Jessica Waltman continues her quarterly visit from episode #156. She is an expert on legislative politics and a Principal at Forward Health Consulting. Jessica is here to help you make sense of recent political events and how they affect you.

In the second of a two-part series, Jessica explains what can be done to guarantee coverage across markets. She will also talk about selling coverage across state lines. Is it a reality and will it save people money? Georgia and Maine already allow this and have not seen any substantial positive or negative results. Jessica still sees potential for positive impacts on the long-term care and life insurance spaces. Jessica and David wrap up with tax reform talk.

You can find show notes and more information by clicking here: http://bit.ly/2oLreMg  

Direct download: SHIFTSHAPERS157.mp3
Category:general -- posted at: 11:00am EDT

Jessica Waltman joins us for her quarterly visit. She's an expert on all things legislative and a Principal at Forward Health Consulting. If the twists and turns on Capitol Hill have you scratching your head, Jessica will help you make sense of recent events.

In this first of a two-part series, Jessica explains just why the healthcare reform attempt failed. She'll shed light on what we can expect as lawmakers return to the drawing board. Should President Trump proceed as cautioned and just let the ACA implode? Jessica walks us through that approach and explains the regulatory steps that can be implemented now to make the ACA more responsive to market realities.

You can find show notes and more information by clicking here: http://bit.ly/2oinlBx  

  

 

Direct download: SHIFTSHAPERS156.mp3
Category:general -- posted at: 11:00am EDT

Tobe Gerard shares valuable insight into how she built a successful agency specializing in long-term care insurance. She had 20 years of experience in the insurance industry before starting her firm, and for the past 15 years, she's built a highly efficient, effective and successful agency using a unique strategy.

You can find show notes and more information by clicking here: http://bit.ly/2oeSPoe

Direct download: SHIFTSHAPERS155.mp3
Category:general -- posted at: 11:00am EDT

Communication is a critical component of personal and corporate success. We may think of conversation and communication as an art, but it turns out that the keys to effective communication are firmly rooted in science.

On this episode of ShiftShapers we explore those connections with Rachael Bosch, Managing Director of Fringe Professional Development, a Washington D.C. firm that helps organizations, teams, and individuals reach their professional learning goals.

We spend the majority of our time in school on the core business skills needed to do our job. However, the soft skills - or professional skills - that help you develop and lead teams don't receive as much attention.

You can find show notes and more information by clicking here: http://bit.ly/2nyRTeL

 

Direct download: SHIFTSHAPERS154.mp3
Category:general -- posted at: 11:00am EDT

This week, we continue our conversation with a pioneer and disruptor in direct primary care (DPC): Samir Qamar, M.D. Dr. Qamar is the founder and CEO of  MedLion and MedWand. On this episode of Shiftshapers, Dr. Qamar shares his latest invention, which aims to take telemedicine to another level.

We talk about a brand new device that Dr. Qamar is bringing to market – a mouse-sized piece of technology that has the potential to revolutionize patients' interactions with their physicians. This new technology will allow physicians to spend more appropriate time with clients. 

You can find show notes and more information by clicking here: http://bit.ly/2mJPDDp

 

Direct download: SHIFTSHAPERS153.mp3
Category:general -- posted at: 11:00am EDT

On this episode, we’re honored to be speaking to one of the pioneers and disruptors in direct primary care (DPC), Samir Qamar, M.D. Dr. Qamar is the founder and CEO of two companies, MedLion and MedWand. DPC revisits a traditional business model that eliminates insurance for non-catastrophic health care needs.

You can find show notes and more information by clicking here: http://bit.ly/2m3o9Ig   

Direct download: SHIFTSHAPERS152.mp3
Category:general -- posted at: 11:00am EDT

In part two of two, Bill Dyess and I continue our conversation about the future of Long Term Care insurance. 

Bill and I talk about how hybrid policies, which combine life insurance or annuities with Long Term Care insurance, have added a new wrinkle to the insurance marketplace. We weigh some of the pros and cons of hybrid plans and highlight the importance of the advisor's role as consumer educator. We also talk about why the caregiver side of the equation is important to weigh in the discussion of Long Term Care insurance.

Get full show notes and more information here: http://bit.ly/2l9IQ1u 

Direct download: SHIFTSHAPERS151.mp3
Category:general -- posted at: 11:00am EDT

On this first of a two-part series on the ShiftShapers Podcast, we'll investigate a resurging need for long-term care insurance. There is a 75% chance that those who reach the age of 65 will need long-term care at some point in their lives. Our guest, Bill Dyess, is President of Dyess Insurance Services. He is one of the country's foremost experts on long-term care.

Get full show notes and more information here: http://bit.ly/2ksSkJG

 

 

Direct download: SHIFTSHAPERS150.mp3
Category:general -- posted at: 11:00am EDT

According to the CDC, over 29 million people in the US are diabetic, a sharp increase from past decades. It also costs more than $176B to treat diabetes - so how can employers and employees manage the treatment and complications of this lifelong disease?
 
Tom Milam distinguishes between the two components contributing to the scope of the problem, which is affecting employees across age cohorts: costs associated with diagnosing and maintaining, and those associated with complications. Tom also talks about the struggle to keep employees engaged with the daily choices they must make to keep diabetes in check or even in remission.

Get full show notes and more information here: http://bit.ly/2ksxndV 

Direct download: SHIFTSHAPERS149.mp3
Category:general -- posted at: 11:00am EDT

Ryan Pinney, President of Insureio, joins us on this episode to talk about how new CRMs targeted specifically at insurance agents, advisors, and other professionals are changing the practice management landscape. CRMs can help you maximize your sales time, keep up with clients, and prospect more effectively. Ryan describes several different CRMs and the rules-based software you can use to streamline your entire selling process. We also touch on why you must get a CRM that is explicitly secure enough for HIPAA guidelines.

Get full show notes and more information here: http://bit.ly/2kZy3eR 

Direct download: SHIFTSHAPERS148.mp3
Category:general -- posted at: 11:00am EDT

Jameson Fauver, Director or Business Development at Kashable, joins the ShiftShapers podcast this week to discuss why financial health is a big problem that nobody is talking about. We talk about this pervasive problem and look at a few innovative solutions available in the marketplace.

Get full show notes and more information here: http://bit.ly/2ka9hr5

Direct download: SHIFTSHAPERS147.mp3
Category:general -- posted at: 11:00am EDT

We speak with John Park - Chief Strategy Officer at Alegeus - about the serious signals in the consumer-directed marketplace. John will explain what consumerism in healthcare is and how that will impact the future of healthcare services. We also discuss the tools in use that are helping the consumerism movement evolve.

Get full show notes and more information here: http://bit.ly/2k9fTXg

 

Direct download: SHIFTSHAPERS146.mp3
Category:general -- posted at: 11:00am EDT

Is there a better way to position wellness programs with employers and what do advisors need to know about the evolution of those programs?

This week on the ShiftShapers podcast, we delve into strategies that advisors can use to position wellness programs and help employers improve employee engagement in those programs. Andreas Deptolla, the Cofounder and COO of Thrivepass, walks us through how first-generation wellness differs from what's available in the marketplace today.

Get full show notes and more information here: http://bit.ly/2iNXfQx

 

 

Direct download: SHIFTSHAPERS145.mp3
Category:general -- posted at: 11:00am EDT

We revisit an interview with Rick Bauman - head coach of Intellectual Capital Coaching Corporation - to discuss the importance and role of culture in our businesses. He'll explain why culture defines your organization and is the biggest differentiator in an age where differentiation is a huge challenge for many organizations.

Get full show notes and more information here: http://bit.ly/2iKtb98

 

 

Direct download: SHIFTSHAPERS144.mp3
Category:general -- posted at: 11:00am EDT

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/2hnW0ac

Direct download: SHIFTSHAPERS143.mp3
Category:general -- posted at: 10:00am EDT

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