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The ShiftShapers Podcast

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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Episodes

Ep #311: Disrupting Your Own Disruption - With Eric Silverman

This episode of The ShiftShapers Podcast is called "Disrupting Your Own Disruption" with Eric Silverman, Founder of Voluntary Disruption. Today, host and Chief Transformation Strategist David Saltzman and Eric discuss some major changes to voluntary benefits aka enhanced benefits. They explore the reasons why enhanced benefits are a practical idea, the improvements in the tech that serves this group, and the strategies to drive engagement among employees and keep benefits attractive. What You’ll...

May 04, 202021 min

Ep #310: The Genomic Revolution - With Darren Rowe

This episode of The ShiftShapers Podcast is called "The Genomic Revolution - with Darren Rowe". Today, host and Chief Transformation Strategist David Saltzman and Darren explore the current science of genomics and the potential it holds for precision medicine in the future. Darren also raises the important social and ethical elements that are inherent with genomics, such as the role of wealth and the possibility of breeding superhumans based solely on their capacity to access this technology. Da...

Apr 27, 202023 min

Ep #309: More Effective and Efficient Prospecting - With Kerry Heaps

This episode of The ShiftShapers Podcast is called "More Effective and Efficient Prospecting - With Kerry Heaps". Today, host and Chief Transformation Strategist David Saltzman and Kerry start by discussing public speaking, how it improves prospecting, and how imparting helpful information should be your number 1 priority. Kerry then explains the importance of body language during public speaking and how strategic use of PowerPoints are not only a requirement by large conferences but also serve ...

Apr 20, 202022 min

Ep #308: Dealing With People You Can't Stand - with Dr. Rick Brinkman

This episode of The ShiftShapers Podcast is called "Dealing With People You Can't Stand - with Dr. Rick Brinkman". Today, host and Chief Transformation Strategist David Saltzman and Rick talk about bringing out the best in people by first understanding intent and criteria. With these, and the knowledge of 13 archetypes of people you can't stand, it becomes much easier to understand where they are coming from and to communicate what you want to tell them effectively. What You’ll Learn From this E...

Apr 13, 202024 min

Ep #307: Employee-customized Wellness Programs - with Daniel Freedman

This episode of The ShiftShapers Podcast is called "Employee-customized Wellness Programs - with Daniel Freedman". Today, host and Chief Transformation Strategist David Saltzman and Daniel discuss wellness challenges in the workplace, expanding wellness to include emotional support, and migrating these classes to the online space. The key difference is the social aspect and Daniel provides examples of how companies that cater to the social needs of their employees see a boost in happiness and pr...

Apr 06, 202022 min

Ep #306: What is Stress - and How Can We Cope? - With Lynn Jonen, PhD

This episode of The ShiftShapers Podcast is called "What is Stress - and How Can We Cope? - With Lynn Jonen, PhD" and today, host and Chief Transformation Strategist David Saltzman and Lynn discuss the problems caused by stress, understand the underlying causes, and explore various solutions. This discussion is especially relevant nowadays with the drastic changes brought about by COVID-19 and the corresponding stress that it causes on people. David and Lynn also talk about spiritual health and ...

Mar 30, 202023 min

Ep #305 Part 2: Reading the Regulatory Tea Leaves - with Jessica Waltman

This is part 2 of The ShiftShapers Podcast episode called "Reading the Regulatory Tea Leaves - with Jessica Waltman" and today, host and Chief Transformation Strategist David Saltzman and Jessica discuss transparency changes on the regulatory front and how these changes can affect you and your clients. In particular, Jessica breaks down into plain language the transparency rules that affect hospitals and the differences with the rules for insurers and employer-sponsors in disclosing information....

Mar 23, 202019 min

Ep #305 Part 1: Reading the Political Tea Leaves - with Jessica Waltman

This is part 1 of The ShiftShapers Podcast episode called "Reading the Political Tea Leaves - with Jessica Waltman" and today, host and Chief Transformation Strategist David Saltzman and Jessica discuss health insurance and health-related matters in today's political climate. Jessica, who is Principal at Forward Health Consulting, provides easy to understand insights about what is happening with the Affordable Care Act or ACA and how scrapping it affects much more than just Obamacare. She also p...

Mar 16, 202024 min

Ep #304: Innovation and Problem Solving - with Jayne Morgan, M.D.

This episode of The ShiftShapers Podcast is called "Innovation and Problem Solving, with Jayne Morgan, M.D." and today, host and Chief Transformation Strategist David Saltzman, together with Jayne, Director Of Innovation at Piedmont Healthcare, discuss innovation and how it is applied at Piedmont. Also discussed is diversity in clinical trials; why it is lacking and the progress of making it more inclusive to more minorities. The role of the FDA is also clarified when it comes to making changes ...

Mar 09, 202022 min

Ep #303: Finding The Right Stop-Loss Partner – with Mehb Khoja

This episode of The ShiftShapers Podcast is called "Finding The Right Stop-Loss Partner" and today, host and Chief Transformation Strategist David Saltzman is joined by Mehb Khoja, President of Medical Risk Managers, Inc. to discuss the topic from the perspectives of both employers and MGU's. Mehb explains the lag times experienced between incurring and paying claims, shares his insights on why it is not advisable to swing back and forth from fully-insured to self-insured, and defines what laser...

Mar 02, 202025 min

Ep #302: Finding Happiness When Success Isn't Enough – with Freda Doxey

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 emotio...

Feb 24, 202022 min

Ep #301: Bail Out of the Fully Insured Jail with Captives – with Jim-Hoitt

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....

Feb 17, 202026 min

Ep #300: Developing a Badmuther Mindset – with Jeremiah Solven

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. What You...

Feb 10, 202021 min

Ep #299: Free Up Client Cash For Current Needs – with Brian Clarke

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...

Feb 03, 202023 min

Ep #298: Tools For Effective Consumerism – with David Vivero

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. What You’ll L...

Jan 27, 202022 min

Ep #297: Do Not EVER 'Trust Your Gut' – with Gleb Tsipursky

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 introd...

Jan 20, 202023 min

Ep #296: Help Your Clients Find Money – with Lisa Rehburg

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...

Jan 13, 202023 min

Ep #295: Smart. Fast. Reliable. How about all three? – with Ryan Sachtjen

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 sign...

Jan 06, 202025 min

Ep #294: Creating Digital - Ready Or Not! – with Richard Turrin

In this episode of the ShiftShapers Podcast, host and Chief Transformation Strategist David Saltzman sits down with Richard Turrin, independent fintech, AI consultant, and author of "Innovation Lab Excellence: Digital Transformation from Within" to discuss what an "Innovation Lab" is and how it creates significant impact to companies which embrace it. He goes into further detail by discussing Skunk Works at Lockheed Martin and how this team is an example of a successful innovation lab. Richard a...

Dec 16, 201923 min

Ep #293: Fertile Ground For Fertility Benefits – with Peter Nieves

In this episode of the ShiftShapers Podcast, Host and Chief Transformation Strategist David Saltzman features Peter Nieves, Chief Commercial Officer at WINFertility, as he explains what Family Building is and how it is different from in vitro fertilization. Peter explains the driving factors behind Family Building and how there is a surge in demand in recent years. He also explains how this service, which can be provided by a company, can reap a significant ROI from happier employees. What You’l...

Dec 09, 201922 min

Ep #292: Retire WITH Your Renewals – with Craig Gussin

In this episode of the ShiftShapers Podcast, Host and Chief Transformation Strategist David Saltzman features Craig Gussin, President at Retire with Renewals (among many other positions), and is widely considered an insurance expert with decades of experience. Today he talks about safeguarding your family in the sudden and unexpected event that something happens to you or your business. From highlighting the value of incorporation, to partnering up with other licensed agents, to discussing a "co...

Nov 25, 201923 min

Ep #291: Technology Brings HealthCare and Innovation to Underserved Communities – with Kornelius Bankston

In this episode of the ShiftShapers Podcast, David welcomes Kornelius Bankston. Kornelius is managing partner at techPLUG, an innovation firm that integrates tech and healthcare for diverse populations. David and Kornelius discuss the determinants of healthcare such as location transportation, prescription availability and food security. Kornelius explains what marginalized communities are and what they need. He explains how techPLUG came about and what technological solutions they offer to heal...

Nov 11, 201921 min

Ep #290: Become a Data Driven Organization – with Hugh O’Toole

In this episode of the ShiftShapers Podcast, David talks to Hugh O’Toole. Hugh is CEO of Innovu, a company that offers analysis services and well-designed products to help companies seamlessly integrate data across all programs. David and Hugh discuss the use of data to help advise companies. Hugh explains the process of cleaning data sets to set them up for proper analytics. He demonstrates how to utilize data sets to monitor and predict healthcare for employees, organize worker’s compensation,...

Nov 04, 201923 min

Ep #289: Finding Outstanding Employees From New Communities – with Vicky Westra

In this episode of the ShiftShapers Podcast, David talks to Vicky Westra. Vicky is the Founder and Chief Executive of Artistas Café and Javamo Art for Autism, both social enterprises supporting individuals diagnosed with Autism. She’s a board member of Autism Shifts, a program and community of parents, educators and employers dedicated to understanding autism on multiple levels. David and Vicky talk about understanding autism and its diagnosis. They discuss how people with varying degrees of aut...

Oct 28, 201923 min

Ep #288: Are Association Health Plans the Future? – with Kev Coleman

In this episode of the ShapeShifters Podcast, Host and Chief Transformation Strategist David Saltzman features Kev Coleman, President and Founder of AssociationHealthPlans.Com to explain what AHP's are all about and how small businesses can benefit from them. Kev is a consumer advocate, researcher, and published writer whose works have appeared on The Wall Street Journal, The New York Times, Consumer Reports, USA Today. He has published a book as well called "Association Health Plans & The F...

Oct 21, 201924 min

Ep #287: Nurses Take Back Healthcare – with Jeanne Moore

In this episode of the ShapeShifters Podcast, David welcomes Jeanne Moore. Jeanne is a registered nurse who is now working in the health insurance industry, and providing consulting services. She is the author of Nurses Take Back Health Care One Employer At A Time. Jeanne talks about the shift in the role of nurses in society today and how this relates to the quality of healthcare as well as the flaws in the business framework inherent in hospital settings. She shares her insights regarding dise...

Oct 14, 201922 min

Ep #286: A Relentless Change Seeker Seeks Change – with Emma Passe

Host and Chief Transformation Strategist David Saltzman welcomes Emma Passe, COO of E-Powered Benefits and self-described relentless change seeker, to share her thoughts on change and empowered leadership by females and other minorities. Emma describes how things have changed and continue to change in the landscape of leadership, as well the different elements that make it up like confidence, growth, and success. She also gets down to the details of some important and current topics like referen...

Sep 30, 201924 min

Ep #285: Communicate Better! The Doctor is IN! – with Nancy Friedman

Today's episode of The ShiftShapers Podcast welcomes The Telephone Doctor Nancy Friedman on the show to share her thoughts on customer service, how it goes wrong, and the best ways to fix it. Nancy discusses common phrases customers hear which simply do not encourage good business, and moves on to the more modern modes of communication like email and chat. She also highlights quick solutions for companies to boost their customer service relations--all in just one call. What You’ll Learn From thi...

Sep 23, 201923 min

Ep #284: Finding New Talent In New Places – with Susan Rider

Today's episode of The ShiftShapers Podcast explores innovative ways of sourcing the best talents for agencies. Host David Saltzman features Susan Rider, Vice President of Employee Benefits and Human Capital Strategies at Gregory & Appel Insurance, and they discuss disabilities, diversity, and inclusion in the workplace. Susan begins by sharing her own learning difficulties and how this shaped her interest in bringing in otherwise overlooked opportunities for her agency. She also goes more i...

Sep 16, 201921 min

Ep #283: Healthcare's New Front Door – with Kelly Bliss

Today's episode of The ShiftShapers Podcast by David Saltzman is called "Healthcare’s New Front Door" and focuses on the expanding space of telemedicine. David features Kelly Bliss, Chief Client Officer at Teladoc Health, and explores what telemedicine is all about and how it breaks barriers to serve millions upon millions of people in need. Kelly begins by telling the story of her mother's condition and eases into an in-depth discussion on areas where telemedicine is breaking ground, specifical...

Sep 09, 201920 min
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