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

Starting a podcast to help deliver clients sounds easy enough, right? Ben Krueger of Cashflow Podcasting says there is more to it than meets the eye – including a healthy dose of commitment. But if you do it right it can be rewarding on a number of fronts. Ben helped us launch ShiftShapers, so we think of him as the guru of podcasting!

What You’ll Learn From this Episode:

  • The explosion of podcasts.
  • Dealing with the “C” word.
  • The 4 steps to take before you get started.
  • Targeting your avatar.
  • Gear is less of a consideration—and cost—today.

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

In this episode, we explore some of the most common questions advisors ask about self-funding and discuss concerns ranging from minimum group size to tools and techniques. Our guest on this episode of ShiftShapers is Adam Russo, Esq., co-founder and CEO of The Phia Group, as well as the founding and managing partner at a law firm, Russo & Minchoff. He believes that, in light of the healthcare reform, the current environment is full of exciting opportunities that many brokers can take advantage of.

We also have a frank exchange about what is behind recent efforts by some Departments of Insurance to try to put the brakes on certain segments of self-funding and the potential impact that may have on employers seeking an alternate to the fully insured marketplace.

All of us at ShiftShapers thank you for your continued support. We hope you’re enjoying the holidays with family, friends, great food, and this encore episode.

What You’ll Learn From this Episode:

  • Adam’s journey and how The Phia Group came about.
  • How advisors can remain relevant in the current environment.
  • The minimum size for a successful self-funded group.
  • Why the government wants to stop or severely limit self-funding.
  • How can advisors begin the self-funded conversation.
  • What you need to devise a properly constructed client plan.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

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ShiftShapersCoverArt

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.

Listen in as Bart shares his thoughts on why he believes the video is the “King of All Media,” and explains how simple it can be for advisors to get started with the medium. We wrap up by laying out how video builds businesses and constitutes social proof in today’s market.

What You’ll Learn From this Episode:

  • The immediate advantages of video, including its ability to hit emotional chords better than other media.
  • Why video marketing is not just a “carrier thing.”
  • How advisors can get started with video.
  • How modern technology allows you to avoid breaking the bank and produce great content.
  • The ways that videos achieve social proof.

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

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

Clients want more than a broker slinging the same old solutions – they want an advisor who can help them understand where the money is going, and how to control their spend over the entire claims spend continuum. Our guest on this episode, former professional poker player turned benefits advisor John Sbrocco, has spent time, money and a whole lot of effort to be that advisor, and in the 2-part interview, he shares what he has learned.

What You’ll Learn From this Episode:

  • How did poker inform his insurance decisions?
  • What successful strategies do you need to employ first?
  • Three ways for clients to hire you as an advisor.
  • The role of social media.
  • Why you MUST use video.

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

On this episode, Megan Chiarello (Grassetto Creative) and your host – two admitted marketing geeks – discuss how to create impactful marketing campaigns and events. Megan offers her advice on the three questions you must answer to create success with your marketing efforts. We explore the differences between selling and marketing, and much more.

What You’ll Learn From this Episode:

  • The 3 first questions to answer before starting a marketing campaign.
  • The difference between selling and marketing.
  • How to drive lead.
  • The ultimate importance of storytelling.
  • What regional variations you need to consider.
  • What is “Write Once, Use Many”?

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Laura Carabello, Founder and Principal at CPR Strategic Marketing and Communication has spent the last 10 years focusing on domestic and international medical tourism. In this fast-paced episode, we discuss the inroads that both types of medical travel have made, beginning with jumbo employers and working their way to more recent acceptance and adoption by the mid-market.

We also explore some of the pricing mechanisms behind the trend and why these facilities deliver high-quality care, great patient satisfaction, and impressive savings to plans and employers. Laura explains how plans can communicate these benefits and what advisors need to know to connect their employers with appropriate facilities.

What You’ll Learn From this Episode:

  • Why the take-up has seemed slow, despite the savings and quality.
  • Which facilities are in the forefront of delivering these services.
  • That Adoption by business coalitions has been strong.
  • How pharmacy is being brought into the arrangements.
  • How to find “Centers of Excellence” and why they are important.

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ShiftShapersCoverArtBuying 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.

Featured On the Show:

Listen To the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

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ShiftShapersCoverArt

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. 

Listen in as Bart shares his thoughts on why he believes the video is the “King of All Media,” and explains how simple it can be for advisors to get started with the medium. We wrap up by laying out how video builds businesses and constitutes social proof in today’s market.

What You’ll Learn From this Episode:

  • The immediate advantages of video, including its ability to hit emotional chords better than other media.
  • Why video marketing is not just a “carrier thing.”
  • How advisors can get started with video.
  • How modern technology allows you to avoid breaking the bank and produce great content.
  • The ways that videos achieve social proof.

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)

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. Peter Shankman is the author of a new book, Zombie Loyalists: Using Great Service to Create Rabid Fans.

As an international consultant, serial entrepreneur, angel investor, corporate speaker, founder of Help A Reporter Out and The Geek Factory, Peter knows how to create zombie loyalists and why they are key to your success. As parts of our business become more commoditized, Zombie Loyalists can be the secret weapon that will help to build and sustain your business.

We begin by asking Peter a question we never thought we would ask anyone on the podcast. Peter explains how to create zombie loyalist embryos and how to feed and care for them as they turn into single-minded advocates for your practice. We also chat about how you can lose their loyalty and what to do when that happens.

All of us at ShiftShapers thank you for you continued support. We hope you enjoy holidays with family, friends, great food, and this encore episode:

What You’ll Learn From this Episode:

  • Peter’s background as a serial entrepreneur.
  • Why he chose to use the word “Zombies.”
  • How a jacket and an airplane trip crystalized an idea.
  • How to incubate, care and feed your Zombies.
  • How to create small instances of personalized “Wow!”

Featured on the Show:

Listen to the Full Interview:

This Episode is Sponsored by:

Enjoy The Show?

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

In this episode, we explore some of the most common questions advisors ask about self-funding and discuss concerns ranging from minimum group size to tools and techniques. Our guest on this episode of ShiftShapers is Adam Russo, Esq., co-founder and CEO of The Phia Group, as well as the founding and managing partner at a law firm, Russo & Minchoff. He believes that, in light of the healthcare reform, the current environment is full of exciting opportunities that many brokers can take advantage of.

We also have a frank exchange about what is behind recent efforts by some Departments of Insurance to try to put the brakes on certain segments of self-funding and the potential impact that may have on employers seeking an alternate to the fully insured marketplace.

All of us at ShiftShapers thank you for you continued support. We hope you enjoy Thanksgiving with Family, Friends, great food, and this encore episode:

What You’ll Learn From this Episode:

  • Adam’s journey and how The Phia Group came about.
  • How advisors can remain relevant in the current environment.
  • The minimum size for a successful self-funded group.
  • Why the government wants to stop or severely limit self-funding.
  • How can advisors begin the self-funded conversation.
  • What you need to devise a properly constructed client plan.

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