The-Shift-Shapers-Podcast-(Rough-Comp-2)

With all the noise and change in our industry, some find chaos and others find opportunity. Some of us need a Sherpa to help climb that opportunity market. But how do you get started, what do you look for in a guide or coach and how can you get to the summit? Ryan Miller is a fellow podcaster, coach and public speaker who talks to us about the help we all need to reach our peak of production.

What You’ll Learn From this Episode:

  • Why coaching matters more now than ever.
  • What is the appropriate role of a coach?
  • The 3 Ps.
  • How to make your brand stand out.
  • Why external motivation . . . sucks.

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

Shannon Skaggs, President at Quantum Health, knows that the average significant health event lasts 11 months, involves 5-7 providers and requires the patient to make 41 decisions. On this episode, Shannon explores how a patient can deal with all of that and discusses the tools and techniques that are available to help them.

What You’ll Learn From this Episode:

  • Do patients need tech guidance or empathy and compassion or “all of the above?”
  • How can digital tools help?
  • The on-the-ground level services patients need.
  • How to keep people from feeling like a number on an ID card.
  • Does AI have a role to play going forward?

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

Steve Watson is a CFO/CHRO of a 500-life group who has learned that there is a critical lack of understanding about benefits among his peers. In this interview, Steve offers his candid impressions about his efforts to educate other C-suite leaders and how benefits advisors can be more effective when talking with them.

What You’ll Learn From this Episode:

  • How Steve started his benefits education journey.
  • What surprised him the most as he learned more and more.
  • How should benefits advisors talk with C-suite dwellers?
  • How does an advisor get the attention of a corporate leader?
  • Why words matter.

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

We have had guests talk about benefits and P&C mergers, but how do you create a successful joint venture between benefits and accounting firms while managing the complexities of a highly regulated market? On this episode, we chat with Adam Rosenfeld, President of BT Benefits about the challenges and successes of just such a joint venture.

What You’ll Learn From this Episode:

  • How the joint venture came about.
  • What an underwriting background brought to the table.
  • The importance of training.
  • The challenges of dealing with the highly-regulated NY market.
  • How to deal with provider challenges.

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

How do you deal with a bifurcated market, and what can we learn from our Taft/Hartley cousins? Jim Garrison, President at Pacific Federal, a private TPA in Southern California, discusses that and more in this episode.

What You’ll Learn From this Episode:

  • How to deal with different market segments in the same state.
  • How the cannabis industry is changing benefits delivery.
  • Why agency rollups are both a curse and a blessing.
  • How the field service component is still the key.
  • What can Taft/Hartley accounts learn from traditional plans?

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

A personal encounter with the medical system led to a decision that making a difference required a different approach. So Adam Berkowitz launched an agency that takes a new-day perspective in its operations and interactions with clients.

What You’ll Learn From this Episode:

  • The personal experience that began the process.
  • Leveraging technology to control expense and enable scaling.
  • Focusing on being educational and consultative.
  • The St. Louis market and its influence.
  • Working with the shifting mindset of clients.

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

Creating a pharmacy model that provides help for underserved populations using reclaimed prescriptions required a pharmacist with a mission, a change in legislation and a vision. Phil Baker is a pharmacist on a mission who has created a whole that is more than just the sum of its parts.

What You’ll Learn From this Episode:

  • The voyage from a national company to a Memphis neighborhood pharmacist.
  • The Plavix example.
  • How this initiative goes from an idea to reality – and then expands.
  • What is a “membership model” pharmacy?
  • Where does this program go from here?

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lynchburg’s Tom Scott has relied on industry experts and others to create a new Masters degree which focuses on the practical aspects of the new world of health benefits.

What You’ll Learn From this Episode:

  • How a Ph.D. in quantitative analysis found his way to the healthcare space.
  • Why health care education is a true blue ocean – and why that can’t continue.
  • Looking at health care costs from square 1 was the starting point.
  • Structure as 5, 10-week courses with top industry figures as lecturers and teachers – all online.
  • Solutions are available for our challenges – if we work and study together.

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This Episode is Sponsored by:

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The-Shift-Shapers-Podcast-(Rough-Comp-2)

With the massive amount of creative disruption happening in our industry, the need for advisor education is greater than ever. The University of Lynchburg’s Tom Scott has relied on industry experts and others to create a new Masters degree which focuses on the practical aspects of the new world of health benefits.

What You’ll Learn From this Episode:

  • How a Ph.D. in quantitative analysis found his way to the healthcare space.
  • Why health care education is a true blue ocean – and why that can’t continue.
  • Looking at health care costs from square 1 was the starting point.
  • Structure as 5, 10-week courses with top industry figures as lecturers and teachers – all online.
  • Solutions are available for our challenges – if we work and study together.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

Subscribe-with-iTunes-smallSubscribe-with-Stitcher-smalliHeartRadio-small

The-Shift-Shapers-Podcast-(Rough-Comp-2)

With all of the focus on deconstructing health plans, the technical aspects of self-funding, advising clients on compliance, and more – it is often hard to remember the amount of good we do as an industry. Advisor Tom DiLiegro’s experience as a young man drove that point home in a very personal and long-lasting way.

What You’ll Learn From this Episode:

  • How his personal experience drove his professional choices.
  • How to make an impact on a personal level.
  • How the Charleston, SC market impacts plans, decisions, advising and more.
  • Why small businesses are too often forgotten.
  • Discussing and overcoming the challenges of fully insured plans.

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