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Change either paralyzes or energizes - the choice is yours. Hear from businesses and entrepreneurs who have become energized and who have profited by shaping the shifts in their markets and practices. Become a SHIFTSHAPERS INSIDER and get our latest download, advance notice of all podcasts, podcast summaries, and special INSIDER-ONLY content. INSIDER SIGN UP
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The ShiftShapers Podcast
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EP #455: Modernizing Ancillary Benefits — With Alex Frommeyer
20:28
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This week's episode explored the intriguing realm of modernizing ancillary benefits, shedding light on the shifting landscape of employee benefits and the profound impact it has on employers and their workforce. The discussion emphasized the increasing significance of ancillary benefits, such as dental, vision, and life insurance, in today's compet…
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The ShiftShapers Podcast
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EP #454: How TPAs Help You Build Better Plans — with Jay Kempton
20:26
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20:26
In this week's episode of the ShiftShapers Podcast, the spotlight shines on the evolving landscape of self-funded plans and the critical role of third-party administrators (TPAs). Jay Kempton, President and CEO of the Kempton Group, discusses the increasing demand for TPAs and the education gaps among advisors. From discussing the industry's growth…
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The ShiftShapers Podcast
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EP #453: What If Ambulatory Care Was a Direct Pay Model? — With Jawad Arshad, MD
20:48
20:48
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20:48
As healthcare costs continue to rise and insurance premiums become increasingly unaffordable for many Americans, the concept of direct pay models has gained traction. In this episode, we sit down with Dr. Jawad Arshad, CEO at WoW Health Solutions, to explore the idea of a direct pay model for ambulatory care. We dive into the benefits and challenge…
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The ShiftShapers Podcast
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EP #452: Ancillary Benefits: Your Time To Shine — with Kevin Curran
20:19
20:19
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20:19
This week's episode is all about ancillary benefits and why they should be an important consideration for employers. Together with Kevin Curran, founding partner at Salt Margin, We'll dive into the world of employee benefits and explore the ways in which ancillary benefits can add value to your company's offerings. While health insurance and retire…
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The ShiftShapers Podcast
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EP #451: The Most Appreciated Benefit (Woof!) — with Aaron Oaks
18:31
18:31
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18:31
In this week's episode, we delve into the increasing popularity of pet insurance in the workplace. As a larger number of Americans own pets, employers are acknowledging the significance of incorporating pet-related benefits into their employee wellness programs. Join David Saltsman and Aaron Oaks, CEO of United Pet Car, as we explore the benefits o…
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The ShiftShapers Podcast
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EP #450: Are You Using an Integrated Optimization Platform? — With Rob Gelb
22:38
22:38
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22:38
This week's episode features a fascinating conversation about the future of healthcare and the challenges facing the industry in providing a frictionless experience for members. Rob Gelb, CEO of Valence Health shares insights on how their company is working towards creating a single point of coordination and alignment for all parties involved in he…
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The ShiftShapers Podcast
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EP #449: Becoming the Leader Your Organization Needs — with Katie Ervin, Ed.D.
20:39
20:39
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20:39
In this week's episode, we explore leadership development with a renowned expert in the field, Katie Ervin. She provides insights into how organizations can identify and cultivate leadership potential in their employees. Additionally, she emphasizes the importance of self-awareness and emotional intelligence for effective leadership. We also discus…
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The ShiftShapers Podcast
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EP #448: How Buyers are Qualifying YOU! — with C. Lee Smith
19:00
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In this week's episode, Lee Smith, the CEO of SalesFuel and author of "SalesCred: How Buyers Qualify Sellers," shares insights on the significance of credibility in sales. He emphasizes how credibility is often overlooked in today's fast-paced and technology-driven sales environment, and how sales is more of an intelligence game than a numbers game…
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The ShiftShapers Podcast
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EP #447: Why Workplace Wellbeing Matters to Your Clients - with Haley Prophet
20:50
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In this week's episode, we dive into the important topic of mental health in the workplace. Haley Prophet, a consultant, and expert in this field, shares valuable insights on how to create a supportive workplace culture that promotes connectedness, safety, trust, care, and compassion. Haley emphasizes the need for leaders to shift their mindset fro…
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The ShiftShapers Podcast
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EP #446: Why Transparency Isn't - with Daniel Meylan
21:20
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In this week's episode, Daniel Meylan, Senior VP of broker relations at Payer Compass, shares his insights on the importance of transparency in the insurance industry and why it's often lacking. In spite of the importance of transparency for establishing trust and building strong client relationships, many brokers have difficulties disclosing their…
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The ShiftShapers Podcast
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EP #445: Is Buying Health Insurance Like Renting an Apartment? – With Paula Muto, MD
20:50
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20:50
This week's episode features a fascinating discussion with Dr. Paula Muto, a practicing surgeon and founder of Uberdoc, a healthcare platform designed to provide patients with greater access and control over their medical care. In this insightful conversation, Dr. Muto shares her unique perspective on the current state of healthcare in the US and h…
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The ShiftShapers Podcast
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EP #444: New Trends in Enhanced (Voluntary) Benefits — with Eric Silverman
21:48
21:48
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This week's episode of our podcast features a fascinating conversation with Eric Silverman, a renowned speaker, author, and voluntary benefits expert. Eric discusses the evolving world of voluntary benefits and enhanced benefits, highlighting the important role technology has played in transforming it. He also delves into the increasing trend of ou…
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The ShiftShapers Podcast
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EP #443: Overmedicating in the New CAA Environment — with Mark A. Smith
20:37
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This week's episode delves into the world of pharmacogenomics (PGx) and how it is changing the way we approach medication management. We sit down with a leading expert in the field to discuss the current state of PGx adoption, the challenges it faces in gaining wider acceptance in the medical community, and the potential impact it could have on our…
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The ShiftShapers Podcast
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EP #442: Family Dinner as an Employee Benefit? — With Mitch Case
18:42
18:42
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18:42
This week's episode features a fascinating conversation with Mitch Case, the founder of More Than a Meal, a company that provides personalized and impactful meal gifting experiences to employees. Mitch shares his insights on why traditional gifts like gift cards are no longer effective in engaging employees, and how a customized meal experience can…
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The ShiftShapers Podcast
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EP #441: New Options to Reduce Risk & Increase Value — with Chris Labrecque
21:55
21:55
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21:55
In this episode, we sit down with Chris Labrecque to discuss the future of the benefits consulting industry. Chris shares his insights on the changing landscape of the industry and how it is moving from a cost-focused approach to one that places a strong emphasis on value. He shares his experiences having conversations with clients and how they are…
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The ShiftShapers Podcast
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EP #440: Selling With Authentic Persuasion — with Jason Cutter
24:01
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24:01
In this week's episode, we welcome Jason Cutter, an expert in sales and author of the book "Selling with Authentic Persuasion." He shares his insights on the intangibles that make a difference in sales, including the importance of follow-ups, pausing, and understanding the fear that customers may have. Jason also provides valuable tips on how to bu…
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The ShiftShapers Podcast
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EP #439: 2023 Legislative & Regulatory Review: Part 2 - with Jessica Waltman
23:36
23:36
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23:36
In this week's episode, we dive into the world of HSAs and telemedicine extensions. With the rise of the COVID-19 pandemic, telemedicine has become a vital tool in healthcare. However, there have been some questions about how it relates to HSAs and the laws surrounding them. We'll be discussing the gray area surrounding this topic and the recent ch…
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The ShiftShapers Podcast
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EP #438: 2023 Legislative & Regulatory Review: Part 1 — with Jessica Waltman
23:05
23:05
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In this week's episode, we dive into the ACA reporting changes that have recently been implemented by the federal government. With the end of good faith compliance, it's more important than ever to ensure your reporting is accurate. Jessica Waltman, vice president of compliance at MZQ Consulting, will discuss the impact of the family glitch and cha…
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The ShiftShapers Podcast
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EP #437: Get the RIGHT drug the FIRST Time! — with Lena Chaihorsky
23:59
23:59
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23:59
This week's episode delves into ALVA10's goal of fostering a constructive relationship between healthcare purchasers and the diagnostic industry in order to improve healthcare efficiency and effectiveness by identifying and translating healthcare purchaser problems into diagnostic solutions sourced from the pre-commercial diagnostic industry. Lena …
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The ShiftShapers Podcast
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EP #436: Helping The Functionally Uninsured — with Brian Whorley
21:28
21:28
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21:28
In this episode, we discuss the issue of people avoiding necessary medical care due to financial constraints, which can lead to worsening health and hospitalization. Paytient, a company founded and led by Brian Whorley, aims to address this issue by offering interest-free credit cards provided by employers or health insurance partners. These cards …
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The ShiftShapers Podcast
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EP #435: Just Forget It - and Start Over! — With Wally Gomaa
21:44
21:44
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21:44
In this week's episode, Simple Pay Health co-founder Wally Gomaa discusses the main difficulties facing the health insurance industry. He sees a lack of transparency and complexity, but he also sees stakeholders working to develop a better healthcare model. Contrary to popular belief, he does not think that the healthcare system is broken; rather, …
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The ShiftShapers Podcast
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EP #434: A Doctor's View of Value-Based Healthcare — with William Bestermann, Jr. MD
21:22
21:22
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21:22
This week’s episode is about optimal medical therapy, a term used to describe the best possible medical treatment for patients with the goal of improving their health and reducing the risk of complications. William Bestermann discusses the fact that optimal medical therapy is not currently provided in the US, despite there being a large amount of e…
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The ShiftShapers Podcast
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EP #433: Handle HR Complaints more Effectively — with Jared Pope
21:00
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21:00
This week's episode delves into dealing with workplace complaints—reasons why employees are hesitant to report cases, as well as challenges on the employer side, particularly on the HR side. Jared Pope, a self-described “recovering lawyer” and the founder of Work Shield, aims to bridge this gap. In this episode, he discusses how they are helping bu…
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The ShiftShapers Podcast
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EP #432: The View from the Jumbo Group Market — Greg Baker
21:26
21:26
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21:26
In this week's episode, EmsanaRx, PBC CEO Greg Baker gives us a bird's-eye view of the healthcare system. Find out what issues jumbo organizations are having and how the PBM is contributing to them. He also discusses EmsanaRx's efforts to break the cycle by developing PBMs that are committed to serving the general welfare while establishing incenti…
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The ShiftShapers Podcast
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EP #431: RFPs: Help is on the way – with Spencer Smith
22:17
22:17
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22:17
The topic of this week's episode is how Plansight is innovating the RFP process in exciting ways. Everyone despises RFPs, and anyone who doesn't has probably never had to complete one. Together with Spencer Smith, Plansight's SVP of Sales, and the host of the Self-Funded With Spencer podcast, we discuss the main pain points that every agency faces …
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EP #430: Realigning Incentives – Mission Impossible? – with David Zimmerman
21:46
21:46
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21:46
This week’s episode explores the critical need for greater incentive alignment throughout the healthcare system. We had the pleasure of speaking with David Zimmerman, Vice President of Customer Relationships and Growth at Mount Sinai Health Partners. David discusses how Mount Sinai is reimagining how healthcare is delivered and paid for. Additional…
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The ShiftShapers Podcast
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EP #429: Can Incentives EVER Be Aligned? — With Meghan Cassidy
19:18
19:18
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19:18
This week's episode features Cleveland Clinic’s senior sales and product development manager, Meghan Cassidy. Megan describes how the clinic motivates doctors and all support staff to focus on delivering high-quality care while driving better cost outcomes. She also discusses the growing trend of getting a second opinion and how important it is to …
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The ShiftShapers Podcast
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EP #428: What's New in Self-Funding? — with Adam Russo
20:54
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20:54
This week's episode focuses on the resurgence of interest in self-funded health plans. Adam Russo, managing partner of The Law Offices of Russo & Minchoff and co-founder and president of The Phia Group, explains what is new about these plans and what brokers need to know to remain competitive in the market. What You’ll Learn From This Episode: 1:43…
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EP #427: Is the ACO Model Our Future? — with Eric Parmenter
22:09
22:09
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22:09
This week's episode is about the transition from the direct contracting model to the Accountable Care Organization (ACO). Quantum Health's vice president of health systems, Eric Parmenter, summarizes what has happened in direct contracting and ACO in the previous six years. He also talks about current and potential roadblocks to broader implementat…
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The ShiftShapers Podcast
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EP #426: Can PBMs Reduce Cost AND Increase Quality? — With Marc Sweeney
23:16
23:16
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This week's episode is about the fascinating medical innovations that the Profero team is brewing. Marc Sweeney, its CEO, elaborates how genetic testing can help provide quality healthcare while reducing the cost and even avoiding the disease in the first place. What You’ll Learn From This Episode: 1:18 Three decades in the pharmaceutical business:…
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EP #425: Can Brokers Change Healthcare? — With Elaine Horton
21:55
21:55
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21:55
The focus of this week's episode is on brokers' contributions to the transformation of the entire healthcare system. Elaine Horton, a partner at EBC Austin, Texas, discusses the system's flaws and how they are being addressed, beginning with eliminating expenses and defining the function of brokers in the system. What You’ll Learn From This Episode…
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EP #424: One Plan at a Time — with Glenn Fisher
21:14
21:14
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21:14
This week's episode focuses on NavMD's initiatives to transform the healthcare system, one health benefit plan at a time. Glenn Fisher, the CEO, discusses the importance and challenges of obtaining quality data, as well as some tools and strategies they use to empower advisors and producers, allowing them to focus on the business. What You’ll Learn…
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EP #423: Can a Throwback TPA be a Better Option? — With Bob McCollins
23:08
23:08
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23:08
The focus of this week's episode is on how modern healthcare system innovations utilize throwback TPA. Bob McCollins, vice president of sales at Edison Health Solutions, explains what’s happening in the TPA industry today and how a throwback TPA can help combine all the fantastic solutions out there to provide top-notch services. What You’ll Learn …
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EP #422: Getting Meds vs. Taking Meds: What's the Impact? — With Ted Mills
20:50
20:50
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20:50
In this week’s episode, Ted Mills, CEO of Perigon Health 360, discusses his best practices for boosting compliance among patients. He explains the consequences of reduced compliance from both a health and financial perspective. He also breaks down Perigon’s “unit dose verification” process and how monitoring compliance elevates the role of the phar…
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The ShiftShapers Podcast
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EP #421: What Can Parents Do to Impact Mental Health Issues? — With Keri Cooper
21:52
21:52
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21:52
In this week's episode, Keri Cooper, licensed clinical social worker and author of the book Mental Health Uncensored, discusses the teen mental health crisis that has been making headlines. She emphasizes the importance of parental involvement and shares some tried and true methods that she's used in her own practice for the past 20 years. What You…
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EP #420: Locally-owned Pharmacies: The Wave of the Future? — With Troy Trigstad
21:37
21:37
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21:37
This week's episode focuses on CPESN USA's clinically integrated network of community pharmacies. Troy Trygstad, Executive Director of CPESN USA, explains how we can leverage these existing relationships to deliver lower-cost but higher-quality and higher patient satisfaction. What You’ll Learn From This Episode: 1:32 A chain without actually being…
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EP #419: Getting Your Story Out to the Universe — With Anthony Pacheco
22:11
22:11
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22:11
This week's episode focuses on using your story to reach your target audience as Anthony Pacheco, president at P1311, discusses how to transform it into an exceptional but relatable message. What You’ll Learn From This Episode: 1:17 Anthony’s pursuit of more affordable, higher-quality healthcare. 4:03 How to make your brand stand out while also bei…
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EP #418: NAHU's New Direction - with NAHU President Kelly Fristoe
23:01
23:01
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23:01
This week's episode features Kelly Fristoe, the newly elected president of the National Association of Health Underwriters, who discusses recent developments and important changes they're implementing to better serve their members in this rapidly evolving industry. What You’ll Learn From This Episode: 1:28 Kelly’s journey to becoming NIHU’s preside…
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EP #417: Dobbs: What We Know So Far — with Jessica Waltman
21:55
21:55
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21:55
The topic of this week's episode is employee benefit plans relative to abortion services in light of the US Supreme Court's recent decision in the Dobbs v. Jackson Women's Health Organization case. In this episode, Jessica Waltman, Vice President of Compliance at MZQ Consulting, LLC, a concierge compliance firm, discusses the crucial employer consi…
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EP #416: Catch Them a Fish AND Teach Them to Fish — with Daniel Corliss
20:43
20:43
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20:43
This week's episode is about the drive to change the way businesses acquire and access healthcare for their employees. Daniel Corliss talks about the difficulties associated with receiving medical care under an insurance policy and how DC Advisory is resolving these issues. What You’ll Learn From This Episode: 1:33 The difficulties in obtaining hea…
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EP #415: Turn Pharmacy From a Cost Center to an Investment Center — with Chris Antypas
23:51
23:51
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23:51
This week's episode focuses on transforming pharmacies into investment centers, as Chris Antypas, Director of Pharmacy Solutions at Henderson Brothers Inc., shares his direct patient-care experience and pharmacy expertise, as well as how he is assisting employers in navigating the challenging pharmacy landscape. What You’ll Learn From This Episode:…
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EP #414: Advisors as Fiduciaries? — With Nathan Gabhardt
21:35
21:35
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21:35
The focus of this week's episode is the pharmaceutical supply chain as TrueScripts founder Nathan Gabhardt discusses the role of Pharmacy Benefit Managers in drug spending, in particular how they make money, and how employers can guard against irrational expenditures. What You’ll Learn From This Episode: 1:48 Nathan’s background, passion for pharma…
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EP #413: The Claims People Play – with Holly Monger
20:23
20:23
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This week's episode sheds some light on the significance of health insurance literacy as Holly Monger, president of HSM Computing, discusses claim ploys and how she is helping people who need assistance with organizing, tracking, and appealing claims. What You’ll Learn From This Episode: 1:50 Holly’s transition from nursing to health insurance. 4:5…
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EP #412: Tech to Embrace and Tech to Avoid - with Nick Lozano
22:20
22:20
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22:20
This week’s episode of the podcast centers around helpful technologies for advisors, as Nick Lozano, co-founder of Janitor Media and director of technology for the CIB talks about how the pandemic has changed the tech world and job market for technology professionals and how even non-tech savvy people can get started with technology. What You’ll Le…
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EP #411: In Sales, Always Keep Your Left UP! - With Michael Goldberg
23:13
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23:13
Has COVID changed the way we think about live events? How are we supposed to network and market ourselves without face-to-face interaction? This week's episode dives into successful networking and how it’s the key to your success with the author of Knockout Networking For Financial Advisors And Other Sales Professionals, Michael Goldberg. What You’…
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EP #410: A Nicer Bark and Less Bite: Management in 2022 — with Daniel Matthews
21:53
21:53
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21:53
This week's episode focuses on leadership development and continuous improvement as Daniel Matthews, a change leadership expert and author of The Language of Leadership: Nicer Bark, No Bite, elaborates on finding your leadership WHY and building a trusting relationship. What You’ll Learn From This Episode: 1:35 How a high school dropout got into tr…
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EP #409: Doctors in Unexpected and Innovative Places – with Shad Faraz
21:43
21:43
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21:43
In this week’s episode, we discuss what other things physicians are doing outside of traditional medicine. Shad Faraz, a Harvard Business School graduate and co-host of the podcast Physicians Off The Beaten Path, discusses how these new perspectives are helping to bridge the gap in the healthcare system in general. What You’ll Learn From This Episo…
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EP #408: Members Without Primary Care Drive Costs — with Ankit Patel
21:07
21:07
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21:07
This week's episode is about a new technology platform that aims to boost the primary care provider and patient relationship, as Ankit Patel, co-founder, and President of Pearl Health, discusses the implications of not having a primary care relationship on both the employee and administrative sides, and most importantly, how they are attempting to …
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EP #407: Cutting New Teeth - Dental Insurance in 2022 – with Josh Jackson
19:53
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19:53
This week's episode delves into a new development in the dental insurance industry. Josh Jackson, founder of Promptous, discusses the company's efforts to provide better, simpler, and more affordable dental services that are designed to be used, rather than a plan that is not intended to be used. What You’ll Learn From This Episode: 1:35 The main d…
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EP #406: Lying On The Floor Grieving = A Book and a Practice — with Esther Pipoly
23:12
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This week's episode gives insight into the necessity of having the right support to help you navigate the complexity of things that occur before and after a loss. Esther Pipoly is the founder and owner of Loss of Life Advocates, a bereavement consulting firm that assists families in preparing for life's unexpected transitions, such as loss. She is …
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