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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 #431: RFPs: Help is on the way – with Spencer Smith

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 during this process and introduce Plansight's cutting-edge solution to these issues. What You’ll Learn From This Episode: 1:55 Spencer talks about the...

Nov 21, 202222 minEp. 431

EP #430: Realigning Incentives – Mission Impossible? – with David Zimmerman

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. Additionally, he talks about the discussions being held by some of the major players in the healthcare system regarding the alignment and realignment of incenti...

Nov 14, 202222 minEp. 430

EP #429: Can Incentives EVER Be Aligned? — With Meghan Cassidy

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 do so before making a decision about your healthcare. What You’ll Learn From This Episode: 2:30 The issues with the healthcare system that the Clevela...

Nov 07, 202219 minEp. 429

EP #428: What's New in Self-Funding? — with Adam Russo

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 What's new in the ever-changing healthcare industry and what do you need to know? 4:17 Closing the knowledge gap among advisors. 12:12 How they k...

Oct 31, 202221 minEp. 428

EP #427: Is the ACO Model Our Future? — with Eric Parmenter

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 implementation of these techniques. What You’ll Learn From This Episode: 1:35 Major issues that employers are currently experiencing and may continue to experien...

Oct 24, 202222 minEp. 427

EP #426: Can PBMs Reduce Cost AND Increase Quality? — With Marc Sweeney

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: How Marc's small deeds of kindness developed into a passion that's fundamentally altering the industry. 2:18 The problems they are attempting to reso...

Oct 17, 202223 minEp. 426

EP #425: Can Brokers Change Healthcare? — With Elaine Horton

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: 1:27 Elaine's journey: The healthcare obstacles that brought her to her current position. 3:20 Significant issues with the healthcare system and act...

Oct 10, 202222 minEp. 425

EP #424: One Plan at a Time — with Glenn Fisher

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 From This Episode: 1:10 Glenn Fisher's transition to the healthcare industry after 30+ years as a serial entrepreneur. 2:51 Empowering advisors: Givi...

Oct 03, 202221 minEp. 424

EP #423: Can a Throwback TPA be a Better Option? — With Bob McCollins

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 From This Episode: 2:34 What throwback TPA means and how it works with current healthcare systems. 4:35 Keeping all of the various solutions together ...

Sep 26, 202223 minEp. 423

EP #422: Getting Meds vs. Taking Meds: What's the Impact? — With Ted Mills

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 pharmacist and the care plan. Finally, Ted talks about the importance of maximizing patient engagement. What You’ll Learn From This Episode: 1:30 Defining...

Sep 19, 202221 minEp. 422

EP #421: What Can Parents Do to Impact Mental Health Issues? — With Keri Cooper

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'll Learn From This Episode: 1:46 How Keri became involved in the mental health field. 3:30 Five simple things that can have a huge impact on your men...

Sep 12, 202222 minEp. 421

EP #420: Locally-owned Pharmacies: The Wave of the Future? — With Troy Trigstad

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 a chain. 2:30 Problems that CPESN is attempting to mediate 6:31 The value proposition that locally owned pharmacies must have in 2022. 13:11 Using ex...

Sep 05, 202222 min

EP #419: Getting Your Story Out to the Universe — With Anthony Pacheco

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 being very relatable. 15:36 How they are bringing in a diverse clientele. 17:42 How COVID has altered everything. 20:09 Challenges and opportunities in t...

Aug 29, 202222 min

EP #418: NAHU's New Direction - with NAHU President Kelly Fristoe

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 president. 4:52 The primary reasons for changing the name of NIHU. 7:59 Crafting NIHU’s objectives to evolving customer needs. 9:14 Educating and preparing m...

Aug 22, 202223 min

EP #417: Dobbs: What We Know So Far — with Jessica Waltman

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 considerations for providing abortion benefits to employees. She also stresses the importance of understanding state laws. What You’ll Learn From This Epis...

Aug 15, 202222 min

EP #416: Catch Them a Fish AND Teach Them to Fish — with Daniel Corliss

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 healthcare through insurance policies. 3:44 DC Advisory’s client acquisition methods. 8:07 Three ways they get compensated for their services. 11:17 Crea...

Aug 08, 202221 min

EP #415: Turn Pharmacy From a Cost Center to an Investment Center — with Chris Antypas

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: 1:11 Chris Antypas’ strong commitment to community pharmacy and direct patient care. 3:23 The lack of accountability for the outcome side of the equa...

Aug 01, 202224 min

EP #414: Advisors as Fiduciaries? — With Nathan Gabhardt

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 pharmacy, and desire to help others. 2:59 Defining “fiduciary” and the problems associated with it. 4:01 How the pharmaceutical supply chain work. 7:04 What...

Jul 25, 202222 min

EP #413: The Claims People Play – with Holly Monger

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. 4:55 Typical problems brought on by healthcare illiteracy. 8:08 Why has healthcare education improved so little? 13:30 The assistance she provides to tho...

Jul 18, 202220 min

EP #412: Tech to Embrace and Tech to Avoid - with Nick Lozano

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 Learn From This Episode: 3:59 Most helpful kinds of technology for agencies and advisors. 6:28 The labor market changes and how it affects the technolog...

Jun 27, 202222 min

EP #411: In Sales, Always Keep Your Left UP! - With Michael Goldberg

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’ll Learn From This Episode: 3:57 Michael’s definition of networking and why he believes it’s the key to success. 6:10 The networking mindset and how i...

Jun 20, 202223 min

EP #410: A Nicer Bark and Less Bite: Management in 2022 — with Daniel Matthews

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 training and developed his leadership skills. 3:41 How to find your leadership WHY and why it is important. 8:10 Ways leaders create a trusting relation...

Jun 13, 202222 min

EP #409: Doctors in Unexpected and Innovative Places – with Shad Faraz

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 Episode: 1:50 Shad’s background, as well as his interest in healthcare innovation, policy, and investing. 5:14 What is it like to be a doctor in the 21st c...

Jun 06, 202222 min

EP #408: Members Without Primary Care Drive Costs — with Ankit Patel

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 solve these issues. What You’ll Learn From This Episode: 1:40 The impact of not having a primary care relationship on both the employee and claims. 3:...

May 30, 202221 min

EP #407: Cutting New Teeth - Dental Insurance in 2022 – with Josh Jackson

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 distinction between a self-funded medical plan and a self-funded dental plan. 3:31 How they are designing dental plans. 5:12 What the advantages are fo...

May 23, 202220 min

EP #406: Lying On The Floor Grieving = A Book and a Practice — with Esther Pipoly

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 also the author of Lying on the Floor Holding My Breath...: The Grief Experience and the Lessons I Learned After I Got Up. What You’ll Learn From This...

May 09, 202223 min

EP #405: How to Keep Transparency From Becoming Opaque in Pharma — with John Zevzavadjian

This week's episode digs into how drug price is determined, with John Zevzavadjian, president at RxSense, explaining how pricing changes from the moment the producer sends the items to the distribution channels to the end consumers. What You’ll Learn From This Episode: 1:38 John’s experience from pharmacy to a front row seat at the marketplace. 2:44 A couple of things they’re working to solve. 3:50 How prices change from the manufacturer to the end-user from a generic medication perspective. 7:1...

May 02, 202221 min

EP #404: In and Out of Medicine, via The Netherlands — with Frank Sutter

In this week's episode, Frank Sutter, a chiropractor and Associate Director of the Harvard Business School's Health Care Initiative, explains why he left medicine and how the medical system in the Netherlands inspired him to go back and change the healthcare in the United States. What You’ll Learn From This Episode: 1:54 Why he sold his practice to a physician group and moved to the Netherlands. 8:32 The goal of the healthcare initiative at Harvard and the many different avenues for students. 13...

Apr 25, 202221 min

EP #403: Employee Assistance Plans - One Size Doesn't Fit Anyone — with John Troutman

This week's episode is all about determining which EAP is best for your organization. Because there is no such thing as a one-size-fits-all solution, John Troutman, National Director of Mazzitti & Sullivan EAP, discusses the vast range of possibilities and what to look for in an EAP. What You’ll Learn From This Episode: 1:50 What is an EAP? 2:30 Reasons why some EAPs have gotten a bad reputation over time. 3:40 Problems with APIs that are built into plans. 4:48 How COVID impacted EAP utiliza...

Apr 18, 202222 min

EP #402: New Tools Help DTC Grow Faster — with Mark Nolan

This week’s episode explores the new tools available for doctors shifting to direct primary care. Mark Nolan, chief operating officer of Hint Health talks about some of the reasons why a lot of doctors would like to escape into the old-fashioned doctor-patient practice and what’s stopping them from doing so. What You’ll Learn From This Episode: 2:30 Three largest obstacles to providing healthcare. 5:01 Why more and more doctors are so eager to get into direct primary care. 8:15 Some of the obsta...

Apr 11, 202222 min
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