Best Bob Sokoler Podcasts (2024)

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#498 Healthcare Advocacy and Innovation: NABIP President Alycia Riedl’s Leadership Vision 24:02

3h ago24:02

24:02

In this episode of Shift Shapers, host David Saltzman sits down with Alycia Riedl, the new National President of NABIP, to discuss the future of the healthcare advisory industry. Alycia shares her personal journey from reluctance to passion in the industry, following the legacy of her innovative father. They explore key issues on NABIP's radar, suc…

1
#497 Replay: Can a Throwback TPA be a Better Option? — With Bob McCollins 23:08

4h ago23:08

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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#496 Replay: Overmedicating in the New CAA Environment — with Mark A. Smith 19:12

1h ago19:12

19:12

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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#496 Chevron Deferment Overturned: The Impact on Advisors and Compliance with Jennifer Berman 21:21

12d ago21:21

21:21

In this episode of ShiftShapers, host David Saltzman discusses the recent Supreme Court decision to overturn the 40-year Chevron Deferment precedent and its implications for advisors and their clients. Joined by Jennifer Berman, ERISA attorney Jennifer Berman, the NABIP (National Association of Benefit Insurance Professionals) Legislative Vice Chai…

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Ep #494 Connecting Employees to Crucial Resources: Insights from Ashley Reid of Wellist 27:41

21d ago27:41

27:41

In this episode of the ShiftShapers Podcast, host David Saltzman chats with Ashley Reid, founder and CEO of Wellist, to explore how companies can better connect employees to vital health and well-being resources. Reid discusses her transition from a marketing career to corporate strategy and the inception of Wellist. Driven by personal experiences …

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Ep #493 Behavioral Economics in Healthcare - Matt Loper | ShiftShapers 23:44

2M ago23:44

23:44

In this episode of the ShiftShapers Podcast, host David Saltzman engages in a deep conversation with Matt Loper, CEO and co-founder of Wellth. They explore how healthcare plans can leverage behavioral economics to achieve better outcomes. Loper recounts his journey from aspiring biotechnologist to a leader in healthcare technology, emphasizing his …

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Ep#492 Transforming Workplace Mental Health: Stephen Sokoler 24:34

2M ago24:34

24:34

In this episode of the ShiftShapers podcast, host David Saltzman welcomes Stephen Sokoler, founder and CEO of Journey, to discuss the importance of mental health care in the workplace. Stephen shares his personal journey, from entrepreneurial beginnings to discovering meditation and ultimately founding Journey in 2015. They delve into pressing ment…

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Ep #491 Exploring Innovations in Stop Loss Self Funding - Daniel Cobb | ShiftShapers 28:55

2M ago28:55

28:55

In this episode of the ShiftShapers podcast, we're joined by Daniel Cobb, Vice President of Sales and Strategy at Strategic Benefit Resources, to discuss the evolving landscape of Stop Loss Self Funding and the tech and data solutions supporting it. Cobb shares his journey from the mortgage business to insurance, emphasizing the significant changes…

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Ep #490 Navigating Modern Marketing Challenges with Steven Amiel | ShiftShapers 26:33

2M ago26:33

26:33

In this episode of the ShiftShapers podcast, host David Saltzman welcomes Steven Amiel, CMO at NextGen Benefits, to explore why marketing has become more challenging, costly and less effective in terms of ROI than ever before. They delve into the new regulations on tracking and targeting prospects, discussing how the move toward double opt-ins has …

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Ep #489 Navigating Legislative and Regulatory Challenges with David Mordo (Part 2) | ShiftShapers 22:50

2M ago22:50

22:50

This episode of the ShiftShapers Podcast features a discussion with David Mordo, Senior Compliance Officer at MZQ Consulting, focusing on essential legislative and regulatory knowledge advisors need to possess, especially pertaining to offering health benefit packages. The conversation highlights the recent FTC ruling on non-compete clauses, emphas…

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Ep #488 RxDC Reporting - June 3 Deadline Looms with David Mordo Part 1 | ShiftShapers 22:29

3M ago22:29

22:29

In this episode of ShiftShapers, host David Saltzman invites David Mordo, Senior Compliance Officer at MZQ Consulting, to discuss the intricacies of prescription drug reporting (RxDC) as mandated by the Consolidated Appropriations Act of 2021. The conversation delves into the transparency requirements for employers regarding their prescription drug…

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Ep #487: Fiduciary Responsibility in Healthcare | Donovan Ryckis | ShiftShapers 25:54

3M ago25:54

25:54

Welcome to this episode of the ShiftShapers podcast, where we explore the journey of Donovan Ryckis, CEO of Ethos Benefits. Here, we discuss fiduciary responsibility in healthcare as Ryckis tell us the story of his personal evolution. From managing a Gold's Gym to working in securities advising, he ultimately established a flourishing healthcare ag…

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Ep #486 Exploring Lifestyle Spending Accounts with Jon Shooshani of JOON | ShiftShapers 27:25

3M ago27:25

27:25

In this episode of the ShiftShapers podcast, Jon Shooshani, co-founder of JOON, discusses the concept of lifestyle spending accounts (LSAs) and their impact on health and well-being. Shooshani shares his journey from being deeply interested in health and wellness to the founding of his company, JOON, which offers personalized wellness and lifestyle…

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Ep#485 Health Plans for Small and Mid-Sized Businesses - John Clay | ShiftShapers 24:55

3M ago24:55

24:55

This episode of the ShiftShapers Podcast features host David Saltzman interviewing John Clay, president of Better Source Benefits, about unique health plan solutions for small and mid-sized groups. John shares his background in the insurance industry, highlighting the journey from working in materials control to discovering innovative health plan s…

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Ep #484 Medication Intelligence via AI with Yoona Kim of Arine 21:44

4M ago21:44

21:44

This episode of the ShiftShapers podcast features an interview with Yoona Kim, the CEO and co-founder of Arine, a company focusing on medication intelligence via AI to improve clinical and financial outcomes in healthcare. In this episode, Kim shares insights from a healthcare background into the challenges surrounding drug prescriptions including …

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Ep# 483 Why You Need A Fiduciary PBM with Renzo Luzzatti | ShiftShapers 34:10

4M ago34:10

34:10

In this episode of the ShiftShapers podcast, we explore the complex world of Pharmacy Benefit Managers (PBMs) and their impact on healthcare costs, sparked by the Johnson & Johnson lawsuit. Our guest, USRxCare President Renzo Luzzatti, with a 30-year healthcare background, discusses the Consolidated Appropriations Act of 2021, which is aimed at shi…

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Ep #482 First Dollar Coverage with MERPs with David Sloves | ShiftShapers 35:49

4M ago35:49

35:49

In this episode of the ShiftShapers podcast, David Sloves, CEO of Nonstop Health, discusses the evolution and impact of Medical Expense Reimbursement Plans (MERPs) in the healthcare industry. He explains how MERPs differ from traditional health reimbursement arrangements (HRAs), HSAs, and FSAs by offering first-dollar coverage and customizable fina…

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Ep #481 The Gut-Brain Connection: Exploring Digestive Health with Bill Snyder | ShiftShapers 25:26

5M ago25:26

25:26

Bill Snyder, CEO of Vivante Health, discusses the importance of digestive health and its impact on healthcare spend. Digestive health issues like irritable bowel syndrome and GERD affect a significant portion of the population, leading to high claim spend and unnecessary utilization. The medical establishment is becoming more aware of these conditi…

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Ep #480 - Revolutionizing Healthcare: The Power of ICHRA with Maya Perl 26:29

5M ago26:29

26:29

Welcome to another insightful episode of ShiftShapers! Join host David Saltzman as he delves into a conversation with Maya Perl, the visionary co-founder of Zorro. Together, they unravel the intricacies of the Individual Contribution Health Reimbursement Arrangement (ICHRA) and its profound impact on both employers and employees. Discover how ICHRA…

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Ep#479 Driving Growth in the Benefits Industry with Marketing: A Conversation with Kevin Trokey and Wendy Keneipp 32:32

5M ago32:32

32:32

On this episode of ShiftShapers, a podcast focused on the employee benefits industry, host David Saltzman discusses the secrets of business growth with Kevin Trokey and Wendy Keneipp from Q4 Intelligence. The ShiftShapers Podcast is brought to you by MZQ Consulting, offering concierge-level service for all your benefits compliance needs, and the ag…

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Ep #478 Transforming Tragedy into Greatness: Interview with Ryan James Miller 30:07

5M ago30:07

30:07

In this episode of the ShiftShapers Podcast, host David Saltzman interviews Ryan James Miller, a performance coach, consultant, keynote speaker and author of the book “Wounds.” Miller shares his professional journey and the adversities he had to overcome, including his father's abandonment, his fight for acceptance during his adolescence, the layof…

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Ep #477 - Understanding Compliance Issues and Future Legislative Developments in Employee Benefits - with ERISA attorney Jennifer Berman. 41:42

5M ago41:42

41:42

What are the compliance issues that you should be aware of and what's coming down the pike legislatively for your business? In this episode of the ShiftShapers podcast hosted by David Saltzman, ERISA attorney Jennifer Berman, the NABIP (National Association of Benefit Insurance Professionals) Legislative Vice Chair and CEO of MZQ Consulting, discus…

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Ep #476: Understanding Consumer Desires and Building Brand Authenticity - with Kurt Bartolich 21:25

9M ago21:25

21:25

Ever wanted to know what consumers really desire from their brands? Then you won't want to miss this episode with our phenomenal guest, Kurt Bartolich, the founder of Brand Certain. Kurt's bi-annual survey of 1,600 consumers provides precious insights into shifting consumer preferences, shattering the old paradigm of 'uniqueness' in favor of genuin…

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Ep #475: Revolutionizing Company Healthcare: The Power of Direct Primary Care - with Ryan Robbins 29:37

9M ago29:37

29:37

Want to revolutionize your company's healthcare experience? Tune in as we welcome Ryan Robbins, the dynamic co-founder of Ello Benefits, who is here to discuss the transformative power of direct primary care (DPC) and its potential to significantly impact medical costs, improve employee experiences, and manage chronic conditions. Ryan offers an ins…

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Ep #474: Unlocking the Power of Authenticity and Servant Leadership in Business - with Andre Davis 28:10

10M ago28:10

28:10

Want to crack the secret to building enduring business relationships? What if we told you that the key is not hidden within complex strategies but lies in simplicity, authenticity, and selflessness? This awe-inspiring conversation with Andre Davis, a respected communication specialist and public speaker, brings that theory to life. You'll be fascin…

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Ep #473: Illuminating the Healthcare Sector: Transparency and Data-driven Insights - with Keith Somers 19:13

10M ago19:13

19:13

Are you tired of feeling lost in the complex world of healthcare? Ever wish you had a guide to navigate you through it all? Well, meet Keith Somers, co-founder and CRO of HealthCorum, a company that's revolutionizing the healthcare sector, giving you the power to make informed decisions. Keith shares his personal journey of how his encounters with …

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Ep #472: Enhancing Benefits Experience and Tackling Premium Leakage: Revolutionizing Data Management with AI - with Shannon Goggin 21:08

10M ago21:08

21:08

Do you often find yourself wrestling with the myriad of challenges in benefits administration? Tune into our fascinating conversation with Shannon Goggin, co-founder and CEO of Noyo, as we traverse the landscape of benefits experience enhancement for customers. Shannon shares the inception story of Noyo, a visionary company that simplifies data exc…

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Ep #471: Reimagining the Future of Healthcare: No Deductibles and Copays - with James Millaway 19:48

10M ago19:48

19:48

Imagine a future where health plans come with no deductibles and no copays, doesn't it seem like a fantasy? But what if it's not? In our enlightening conversation with James Millaway, the CEO of Zero Health, we unpack the concept of health plans without the burden of deductibles and copays. We trace the history of these cost-sharing measures and th…

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Ep #470: Revealing the Hidden Layers of Healthcare Costs - with Dr. Keith Smith 21:18

11M ago21:18

21:18

Have you ever wondered about the hidden layers of healthcare costs? Today, we bring you insights from an eye-opening conversation with Dr. Keith Smith, co-founder of the Surgery Center of Oklahoma. Dr. Smith shares his personal journey of navigating the healthcare industry, and the shocking discovery that hospitals were not always the best advocate…

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Ep #469: Pharmacy Benefit Management Unraveled: From Pricing to Genomics - with Dave Parker 19:20

11M ago19:20

19:20

Ever wondered how the Pharmacy Benefit Management (PBM) industry really works? Join us for an enlightening chat with our guest, Dave Parker, the Vice President of Sales and Marketing at TrueScript, as we unravel the intricacies of the traditional PBM relationship. Gain insight as Dave dissects key terms like average wholesale price and net cost, an…

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Ep #468: The Journey and Implications of Direct Primary Care - with Dr. Kyle Rickner 21:21

11M ago21:21

21:21

Prepare yourself to be fascinated by Dr. Kyle Rickner, co-founder and chairman at Primary Health Partners, as he takes us on an inspiring journey of how direct primary care became his answer to physician burnout and subpar patient experiences. Step into the world of evolving healthcare models as we dissect the barriers that prevent more physicians …

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Ep #467: A Deep Dive into the World of Healthcare Costs - with Kelly McDevitt 20:15

11M ago20:15

20:15

Ever wondered if your business is really understanding the true cost of healthcare? Join us as we pick the brain of Kelly McDevitt, the President of the Nonprofit Integrated Benefits Institute (IBI). With a whopping 40 years of industry experience, Kelly unpacks how IBI assists businesses in deciphering the often-complex healthcare costs beyond jus…

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Ep #466: 48 Employees Walked Out: Lessons Learned- with Kristen Hadeed 25:28

12M ago25:28

25:28

Have you ever wondered about the balance between empowering employees and maintaining control as a leader? Get your answers as we have an enlightening conversation with Kristen Hadeed, author of Permission to Screw Up and Leadership Thought Leader. Kristen takes us on her leadership journey, a journey that began when she was 21 and saw 45 of her em…

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Ep #465: How to Stop Creating Functionally Uninsured Members - with Kevin Kickhaefar 24:07

12M ago24:07

24:07

You ever wonder why the current healthcare system is so expensive and seemingly broken? Get ready to explore the potential of innovative healthcare plan designs that seek to reduce out-of-pocket costs and increase access to care with our special guest, Kevin Kickhaefar, President and Chief Growth Officer at Gravy. We'll learn about Kevin's fascinat…

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Ep #464: The Art and Science of Staying Relevant in the Insurance Industry - with Daniel Grun 22:32

12M ago22:32

22:32

Join us for a riveting conversation with our guest, Daniel Grun, Chief Marketing Officer at Leading Edge Administrators. From nonprofit to insurance, he brings a unique perspective to our discussion about the key factors keeping the market static - cost, access, and education of care. Daniel drops knowledge on the benefits of strong partnerships an…

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EP #463: Unlocking the Secrets to Building Trust: Transforming Organizational Culture - with Cory Scheer 22:19

1y ago22:19

22:19

Are you ready to tackle the trust problem impacting organizations across all industries? Join us as we unravel the secrets to building trust with our exceptional guest, Corey Sheer, founder and CEO of TrustCentric Consulting. Corey shares his journey and research on the structure of trust, and reveals the three vital building blocks that can make o…

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Ep #462: Unlocking Career Fulfillment for Type A Personalities: Strategies for Embracing Authenticity and Change - with Maki Moussavi 22:50

1y ago22:50

22:50

Are you a Type A personality? Discover how our guest, a fellow Type A individual, managed to transform their career journey to find meaning and fulfillment in their work. We dig deep into the need for variety and engagement for easily bored Type A personalities, the impact of early childhood experiences on our tendencies, and the role societal infl…

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EP #461: Revolutionizing Musculoskeletal Care: Empowering Patients - with Dr. Michael Greiwe 22:26

1y ago22:26

22:26

What if there was a way to revolutionize musculoskeletal care while reducing unnecessary procedures? Discover how Dr. Michael Greiwe, founder of OrthoLive, is using telemedicine to ensure patients receive the right treatment. In our engaging conversation, Dr. Greiwe shares his journey from medical school to creating OrthoLive and the importance of …

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Ep #460: Healthcare is Stealing the American Dream - with Dave Chase 26:01

1y ago26:01

26:01

What if healthcare as we know it is stealing the American Dream? Join us on this eye-opening episode as we welcome Dave Chase, creator and co-founder of Health Rosetta, to discuss the vital role of benefits advisors in preventing medical mistakes and saving the US economy. Learn how Dave's personal journey to understand a tragic misdiagnosis led hi…

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Ep #458: "Navigating Self-Funding Solutions for Small Business Healthcare - With Chris Corkran 20:16

1y ago20:16

20:16

Why is self-funding becoming a popular choice for small businesses, and how can you implement it effectively? Join us in an engaging conversation with Chris Corkran, President and CEO of Creative Benefits Consultants, as he shares his journey and expertise on this innovative benefits solution. We dive deep into the level-funded healthcare plans app…

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EP #457: What Happens When the Traditional Agency Meets the Gig Economy? — with Adam Michaels 18:42

1y ago18:42

18:42

This week's episode explores the fascinating intersection between the traditional agency model and the gig economy. In a rapidly changing world where frictionless relationships and instant, on-demand services are sought after, how can the insurance industry adapt to attract younger generations and diverse talent? Join us as we delve into the potent…

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EP #456: Genetic Testing Is a Total Game Changer — With Nick Glimcher 15:12

1y ago15:12

15:12

This week's episode delves into the revolutionary advancements in genetic testing and its transformative impact on healthcare. With the advent of precision medicine, the ability to analyze an individual's genetic makeup has become a total game changer. By understanding how genes influence drug response and metabolism, healthcare providers can tailo…

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EP #455: Modernizing Ancillary Benefits — With Alex Frommeyer 19:02

1y ago19:02

19:02

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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EP #454: How TPAs Help You Build Better Plans — with Jay Kempton 19:00

1y ago19:00

19:00

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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EP #453: What If Ambulatory Care Was a Direct Pay Model? — With Jawad Arshad, MD 19:23

1y ago19:23

19:23

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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EP #452: Ancillary Benefits: Your Time To Shine — with Kevin Curran 18:53

1y ago18:53

18:53

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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EP #451: The Most Appreciated Benefit (Woof!) — with Aaron Oaks 17:06

1y ago17:06

17:06

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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EP #450: Are You Using an Integrated Optimization Platform? — With Rob Gelb 21:13

1+ y ago21:13

21:13

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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EP #449: Becoming the Leader Your Organization Needs — with Katie Ervin, Ed.D. 19:14

1+ y ago19:14

19:14

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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EP #448: How Buyers are Qualifying YOU! — with C. Lee Smith 17:35

1+ y ago17:35

17:35

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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Bob Sokoler Podcasts

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