The ShiftShapers Podcast

This episode of The ShiftShapers Podcast is called "Finding Happiness When Success Isn't Enough" and today, host and Chief Transformation Strategist David Saltzman is joined by Freda Doxey, Founder of the A Wise Coaching and Counseling Company. Freda begins by sharing some of her tools and techniques to deal with the stresses of 2020.

She goes on to explain the differences between internal and external stress and breaks down the 3 parts of internal stress: What am I thinking? What are the emotions attached to it? And what do I believe?

And to round up the episode, Freda explains the need for a coach and its particular differences with a mentor and a sponsor. She also answers the crucial question of how to find life's happiness when success is not enough and the roles of helpfulness, satisfaction, and mindfulness in this equation.

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

Direct download: The_ShiftShapers_Podcast_302_v2_edited.mp3
Category:general -- posted at: 11:00am EST

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman is joined by Jim Hoitt, Senior Vice President at Captive Division at Berkeley Accident & Health.

Jim shares his in-depth knowledge and insights into the world of Captives and discusses its 2 models and the nature of each. He also takes a deep dive into the kinds of companies that benefit the most from a Captive, from their shared goals to the ideal company size to their financial commitments.

But Jim also discusses the major plus sides to the arrangement which include providing the best healthcare for companies at a lower cost, absorbing losses and mitigating risk factors to help ensure success across models. He also explains the key role an adviser plays in all of this and how the ultimate goal is to provide guidance and filter the best-fit companies.

You can find show notes and more information by clicking here: https://bit.ly/37EgmFb


In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman sits down with Jeremiah Solven, Founder of the Conquer Academy.

Today he shares his unique mindset which he honed when he was in his Ranger unit, the Badmuthers, and explains how a triangle of leadership, personal performance, and character are at the core of this mindset.

With this mindset, Jeremiah pursues his best version of himself and this is what he teaches to his students as well.

You can find show notes and more information by clicking here: https://bit.ly/37bcLOJ

Direct download: The_ShiftShapers_Podcast_300_edited.mp3
Category:general -- posted at: 4:49pm EST

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman chats with Brian Clarke to discuss the life insurance company's perspective on life settlement.

Brian is the Director of Business Development at Reliant Life Shares and he shares details on how life insurance companies handle life settlement, from paying out death benefits to undertaking risk to dealing with government regulation.

Brian also shares how individual investors can participate in this market and changing the mindset around life settlement to see the real value it has to those who need it.

You can find show notes and more information by clicking here: https://bit.ly/3b7ofpF

Direct download: The_ShiftShapers_Podcast_299_edited.mp3
Category:general -- posted at: 11:00am EST

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman chats with David Vivero, Co-Founder and CEO of Amino.

David shares his knowledge of consumerism in healthcare and discusses how consumers want transparency of information and choice, but not too much that it ends up frustrating them. He also talks about how Amino connects consumers to services they want and the engagement and ROI that employers can expect from offering this service.

You can find show notes and more information by clicking here: https://bit.ly/2U1Jljg

 

Direct download: The_ShiftShapers_Podcast_298_edited.mp3
Category:general -- posted at: 11:00am EST

 

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman sits down with cognitive neuroscientist Gleb Tsipursky to talk about why "trusting your gut" could be the worst business advice you could follow.

Gleb starts with breaking down the SWOT analysis and how this popular business tool actually feeds into cognitive biases and might not be producing the results you thought it would. He also gives tips on how to avoid personal cognitive biases and introduces 5 questions to ask yourself before a sale or another big decision.

You can find show notes and more information by clicking here: https://bit.ly/367eqED

 

Direct download: The_ShiftShapers_Podcast_297_edited.mp3
Category:general -- posted at: 11:00am EST

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman chats with Lisa Rehburg, President of Rehburg Life Insurance Settlements. Lisa explains what a life insurance settlement is and how policy owners can actually sell their life insurance policies for cash.

Lisa goes on an in-depth discussion where she discusses the benefits to agents who will offer this, the legalities of life insurance settlements, and the growing appeal of this type of settlement to boomers who are now approaching senior age.

You can find show notes and more information by clicking here: https://bit.ly/2QG0tca

Direct download: The_ShiftShapers_Podcast_296_edited.mp3
Category:general -- posted at: 11:00am EST

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman chats with Ryan Sachtjen, Co-Founder at WatchTower to discuss some 21st-century technological innovations that help advisors use more of their time facing clients and selling.

Ryan goes into intricate detail on common RFP issues today and how automating workflows of companies can positively affect the bottom line. He also discusses what the future holds for brokerage firms that could lead to significant shifts in industry.

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

Direct download: The_ShiftShapers_Podcast_295_edited.mp3
Category:general -- posted at: 11:00am EST

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