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

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 influences play in shaping our career choices. Plus, we reveal how understanding our coping mechanisms is essential to finding a career that truly works f...

Jul 24, 202323 min

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

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 listening to patients' stories in making informed diagnoses. We also explore the power of shared decision-making in healthcare, empowering patients to...

Jul 17, 202322 min

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

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 him to create a movement aimed at transforming healthcare and restoring the American Dream. Together, we explore the origin story of Health Rosetta, how...

Jul 10, 202326 minEp. 460

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

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 approach , discussing strategies for helping employers save money while providing improved benefits for their employees. Learn about the crawl, walk, run...

Jun 26, 202320 minEp. 458

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

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 potential of platform-as-a-service solutions and their role in revolutionizing the employee benefits landscape, offering opportunities for both advisors and...

Jun 19, 202319 min

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

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 tailor treatment plans for optimal effectiveness while minimizing risks and costs. Join us as we explore the potential of genetic testing to revolutionize ...

Jun 12, 202315 min

EP #455: Modernizing Ancillary Benefits — With Alex Frommeyer

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 competitive market, where employers strive to attract and retain top talent. The conversation delved into the evolving expectations of employees, the role o...

Jun 05, 202319 minEp. 455

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

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 and the need for knowledgeable TPAs to navigating regulatory boundaries and understanding ERISA, this episode provides valuable insights for advisors...

May 29, 202319 minEp. 454

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

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 challenges of such a model for ambulatory care and explore how it could potentially transform the healthcare industry. Join us for a thought-provoking conversa...

May 22, 202319 minEp. 453

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

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 retirement plans are often top of mind for employers, ancillary benefits can make a big difference in attracting and retaining top talent. It's time to shin...

May 15, 202319 min

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

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 of pet insurance for both employees and employers and discuss how this trend is shaping the future of employee benefits. What You’ll Learn From This Ep...

May 08, 202317 minEp. 451

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

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 healthcare, from the patient to the payer, to reduce complexity and improve the overall experience. Join us as we explore the exciting possibilities and...

May 01, 202321 minEp. 450

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

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 discuss strategies for overcoming imposter syndrome and empowering introverted individuals to step up as leaders. Join us for a thought-provoking discussion...

Apr 24, 202319 minEp. 449

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

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. In, Lee shares his journey in sales and how he started SalesFuel to help salespeople become more credible with their buyers. He also covers the thre...

Apr 17, 202318 minEp. 447

EP #447: Why Workplace Wellbeing Matters to Your Clients - with Haley Prophet

In this week's episode, we dive into the important topic of mental health in the workplace. Haley Prophet, a consultant, and expert in this field, shares valuable insights on how to create a supportive workplace culture that promotes connectedness, safety, trust, care, and compassion. Haley emphasizes the need for leaders to shift their mindset from being bosses to being coaches, and to view the current situation as an opportunity for growth and evolution. With the pandemic drastically changing ...

Apr 10, 202319 minEp. 448

EP #446: Why Transparency Isn't - with Daniel Meylan

In this week's episode, Daniel Meylan, Senior VP of broker relations at Payer Compass, shares his insights on the importance of transparency in the insurance industry and why it's often lacking. In spite of the importance of transparency for establishing trust and building strong client relationships, many brokers have difficulties disclosing their revenue sources. In this interview, Meylan shares his perspectives on how brokers can navigate this challenge, emphasizing the need for completeness,...

Apr 03, 202320 minEp. 446

EP #445: Is Buying Health Insurance Like Renting an Apartment? – With Paula Muto, MD

This week's episode features a fascinating discussion with Dr. Paula Muto, a practicing surgeon and founder of Uberdoc, a healthcare platform designed to provide patients with greater access and control over their medical care. In this insightful conversation, Dr. Muto shares her unique perspective on the current state of healthcare in the US and highlights the need for a more patient-centered approach. She emphasizes the importance of separating the practice of medicine from the business of hea...

Mar 27, 202319 minEp. 445

EP #444: New Trends in Enhanced (Voluntary) Benefits — with Eric Silverman

This week's episode of our podcast features a fascinating conversation with Eric Silverman, a renowned speaker, author, and voluntary benefits expert. Eric discusses the evolving world of voluntary benefits and enhanced benefits, highlighting the important role technology has played in transforming it. He also delves into the increasing trend of outsourcing non-expertise areas in the industry, which he predicts will become more prevalent in the next few years. With his charismatic storytelling s...

Mar 20, 202320 minEp. 443

EP #443: Overmedicating in the New CAA Environment — with Mark A. Smith

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 healthcare system in the future. From the role of direct-to-consumer testing to the importance of involving clinicians in the decision-making process...

Mar 13, 202319 minEp. 443

EP #442: Family Dinner as an Employee Benefit? — With Mitch Case

This week's episode features a fascinating conversation with Mitch Case, the founder of More Than a Meal, a company that provides personalized and impactful meal gifting experiences to employees. Mitch shares his insights on why traditional gifts like gift cards are no longer effective in engaging employees, and how a customized meal experience can create a more intimate and visceral connection. He also discusses how the pandemic has changed the way employers engage with their employees and how ...

Mar 06, 202317 minEp. 442

EP #441: New Options to Reduce Risk & Increase Value — with Chris Labrecque

In this episode, we sit down with Chris Labrecque to discuss the future of the benefits consulting industry. Chris shares his insights on the changing landscape of the industry and how it is moving from a cost-focused approach to one that places a strong emphasis on value. He shares his experiences having conversations with clients and how they are eager for a new approach that can provide different results. Chris is passionate about the industry's future and provides a unique perspective on how...

Feb 27, 202320 minEp. 441

EP #440: Selling With Authentic Persuasion — with Jason Cutter

In this week's episode, we welcome Jason Cutter, an expert in sales and author of the book "Selling with Authentic Persuasion." He shares his insights on the intangibles that make a difference in sales, including the importance of follow-ups, pausing, and understanding the fear that customers may have. Jason also provides valuable tips on how to build value and overcome objections in the sales process. Don't miss out on this opportunity to learn from an experienced professional in the field and ...

Feb 20, 202323 minEp. 440

EP #439: 2023 Legislative & Regulatory Review: Part 2 - with Jessica Waltman

In this week's episode, we dive into the world of HSAs and telemedicine extensions. With the rise of the COVID-19 pandemic, telemedicine has become a vital tool in healthcare. However, there have been some questions about how it relates to HSAs and the laws surrounding them. We'll be discussing the gray area surrounding this topic and the recent changes made by the Cares Act to clarify the situation. Together with Jessica Waltman, vice president of compliance at MZQ Consulting, we explore the in...

Feb 13, 202322 minEp. 439

EP #438: 2023 Legislative & Regulatory Review: Part 1 — with Jessica Waltman

In this week's episode, we dive into the ACA reporting changes that have recently been implemented by the federal government. With the end of good faith compliance, it's more important than ever to ensure your reporting is accurate. Jessica Waltman, vice president of compliance at MZQ Consulting, will discuss the impact of the family glitch and changes to the affordability percentage on employer coverage. Employers will want to pay close attention as we explore the potential consequences of nonc...

Feb 06, 202322 minEp. 438

EP #437: Get the RIGHT drug the FIRST Time! — with Lena Chaihorsky

This week's episode delves into ALVA10's goal of fostering a constructive relationship between healthcare purchasers and the diagnostic industry in order to improve healthcare efficiency and effectiveness by identifying and translating healthcare purchaser problems into diagnostic solutions sourced from the pre-commercial diagnostic industry. Lena Chaihorsky, VP of Innovation at ALVA10, also emphasizes the importance of optimizing medication regimens to improve health outcomes and reduce waste i...

Jan 30, 202323 minEp. 437

EP #436: Helping The Functionally Uninsured — with Brian Whorley

In this episode, we discuss the issue of people avoiding necessary medical care due to financial constraints, which can lead to worsening health and hospitalization. Paytient, a company founded and led by Brian Whorley, aims to address this issue by offering interest-free credit cards provided by employers or health insurance partners. These cards can be used to pay for healthcare services at various providers and allow individuals to pay for their care over time without incurring interest or fe...

Jan 23, 202320 minEp. 436

EP #435: Just Forget It - and Start Over! — With Wally Gomaa

In this week's episode, Simple Pay Health co-founder Wally Gomaa discusses the main difficulties facing the health insurance industry. He sees a lack of transparency and complexity, but he also sees stakeholders working to develop a better healthcare model. Contrary to popular belief, he does not think that the healthcare system is broken; rather, he believes that it was not created with the needs of consumers in mind. With a focus on simplicity and transparency for all stakeholders, including p...

Jan 16, 202322 minEp. 435

EP #434: A Doctor's View of Value-Based Healthcare — with William Bestermann, Jr. MD

This week’s episode is about optimal medical therapy, a term used to describe the best possible medical treatment for patients with the goal of improving their health and reducing the risk of complications. William Bestermann discusses the fact that optimal medical therapy is not currently provided in the US, despite there being a large amount of evidence supporting its effectiveness. Bill is a board-certified internist with a focus on optimal medical therapy for chronic diseases. He is known fo...

Jan 09, 202321 minEp. 434

EP #433: Handle HR Complaints more Effectively — with Jared Pope

This week's episode delves into dealing with workplace complaints—reasons why employees are hesitant to report cases, as well as challenges on the employer side, particularly on the HR side. Jared Pope, a self-described “recovering lawyer” and the founder of Work Shield, aims to bridge this gap. In this episode, he discusses how they are helping businesses effectively manage the reporting, investigation, and resolution of workplace grievances. What You’ll Learn From This Episode: 1:29 The recove...

Dec 05, 202221 minEp. 433

EP #432: The View from the Jumbo Group Market — Greg Baker

In this week's episode, EmsanaRx, PBC CEO Greg Baker gives us a bird's-eye view of the healthcare system. Find out what issues jumbo organizations are having and how the PBM is contributing to them. He also discusses EmsanaRx's efforts to break the cycle by developing PBMs that are committed to serving the general welfare while establishing incentives that make sense for PBMs, clients, and members. What You’ll Learn From This Episode: 1:22 Greg’s realization of the bigger issues that needed to b...

Nov 28, 202221 minEp. 432
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