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Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating the Employee Benefits and HR industry. Hosted by benefits industry veteran, entrepreneur, and President of Agency Leverage, Dennis Carlson Each episode delivers actionable insights, tactics and new innovations from employee benefits brokers, benefits advisors, HR professionals, insurance company executives, tech companies and others in the Employee Benefits and Human R ...
Tune in for thought-provoking conversations with smart, creative thinkers in the fields of benefits, economics, government, demography and more. This show is brought to you by the American Benefits Council, a Washington D.C. trade association that advocates for employers, connecting public policy and private-sector solutions to shape employee benefits for the evolving global workforce.
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Employee Benefits in 2022... In Conversation With Matthew Gregson
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Employee Benefits in 2022... In Conversation With Matthew Gregson
Howden Employee Benefits & Wellbeing Team
Join us throughout 2022 where we will discuss the latest trends in the world of employee benefits.
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Selectpath Benefits and Financial Inc.
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Selectpath Benefits and Financial Inc.
Selectpath - Benefits & Pension, Financial Planning, and HR Management
A weekly podcast that discusses Benefits and Pension, Financial Planning, Human Resource Management, and HRIS and Payroll. Based in London, On, Selectpath takes a customized approach to help every client define their goals and overcome their roadblocks. We have been in business for over 20 years and have the expert team of advisors, specialized knowledge, and industry relationships to get you to your destination.
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Benefits Influencer
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Predictable Growth for Benefits Advisors w/ Kevin Trokey
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31:41
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Dennis chats with Kevin Trokey. Kevin is the Founding Partner of Q4intelligence, a marketing and sales enablement firm committed to the preservation and transformation of the independent agency system. He writes prolifically regarding the many challenges being faced by today’s agencies, providing guidance to overcome those challenges. He is a frequ…
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Benefits Influencer
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Leveraging Thought Leadership to Win Small Group Business w/ Rosario Avila & Andrew McNeil
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29:55
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Dennis interviews Benefits Advisors Andrew McNeil and Rosario Avila of Arrow Benefits Group. They discuss how winning awards and writing columns contribute to their position as thought leaders in the community and with their clients. They also discuss strategies they've found work well with small group clients in a post-COVID environment. Find Andr…
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Benefits Influencer
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Why Benefits Brokers & Advisors Should Address Student Debt Now w/ Laurel Taylor
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29:55
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Six years ago, Laurel Taylor was on the fast track to reaching her career goals. But the weight of the student debt she and her mother had racked up to fund her education rang in at almost $200,000 — and could have held her back from reaching her full potential. Laurel took matters into her own hands, and in 2016 founded Candidly (formerly FutureFu…
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Benefits Influencer
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Why Self-Billing for Benefits is a Win-Win-Win
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29:55
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Dennis chats with CEO of Beneration, Josh Winigrad. They discuss why every benefits broker should be talking about self-billing with their clients. Josh shares: How to master self-bills by learning the COUNTIFS and SUMIFS formulas. Why you should encourage your clients to use self-bills with carriers rather than EDI feeds. The danger of self-auditi…
Dennis chats with Jaclyn Chen, Co-Founder & CEO of Benepass. Benepass is a flexible technology platform that allows employers to offer employees robust categories of perks and benefits around things like wellness, mental health, entertainment, and more. Check out https://www.getbenepass.com/ to learn more. Benefits Influencer is the #1 highest rate…
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Benefits Influencer
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True Transparency: An Advisor, Employer, and Ecosystem Perspective w/ Brittney Bello
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Dennis interviews Co-Founder & President of SolV Independent Insurance Associates, Brittney Bello. Employee Benefits Brokers and Advisors will want to listen in as Dennis and Brittney go beyond the buzzword of "transparency" to uncover what it looks like when advisors, employers, and the benefits ecosystem all align around transparency. Find Brittn…
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Benefits Influencer
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The Practical Realities of Small Group Medical w/ Nancy Giacolone
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21:28
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Dennis chats with Advisor, Keynote Speaker, Podcast Host and President & Owner of Olympic Crest Insurance, Nancy Giacolone. Reach out to Nancy and follow her via LinkedIn: https://www.linkedin.com/in/nancy-giacolone/ Check out Olympic Crest Insurance here: https://olympiccrest.com/ ---- Benefits Influencer is the #1 highest rated podcast for Employ…
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Benefits Influencer
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Global Benefits for US Businesses w/ Lewis Mosley
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36:39
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Dennis sits down with Lewis Mosley, Founder & Director of UK-based BAS to discuss how US-based benefits brokers and advisors can help their clients with global employees. Lewis is a Director, Founder and lead Guardian Consultant at BAS He has over 10 years’ experience working within the global employee benefits space, most of which have been spent …
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Benefits Influencer
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How Brokers & Agencies Can Take Control of Q4 and Beyond w/ Jenn Walsh
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31:20
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31:20
Dennis interviews CEO and Founder of GenuineShift, Jenn Walsh. Follow Jenn on LinkedIn: https://www.linkedin.com/in/walshjenn/ About Jenn: Jenn Walsh is the founder and CEO of GenuineShift, a business consulting company that delivers learning & development programs to fuel growth, optimize profitability and minimize friction for insurance brokerage…
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Benefits Influencer
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The Connected Future of the Employee Benefits Marketplace w/ Ryan Sachtjen
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Dennis interviews ThreeFlow Co-Founder and CEO, Ryan Sachtjen. ThreeFlow is a benefits placement system that benefits brokers and carriers can use to work together to be more efficient. Visit https://www.threeflow.com/ to learn more. --- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefi…
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Benefits Influencer
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What New Brokers Need to Know w/ Vinny Catalano
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36:06
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Dennis Carlson returns as host of Benefits Influencer to interview Employee Benefits Broker Vinny Catalano, SVP & Partner at Lockton Insurance Brokers. ---- Benefits Influencer is the #1 highest rated podcast for Employee Benefits Brokers and Advisors. Visit www.benefitsinfluencer for additional episodes and to get in touch.…
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American Benefits Podcast
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Episode 45: Bigger Data: The First Step to Improving Health Equity (with Jennifer Haley, Urban Institute)
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39:09
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39:09
Diversity, equity and inclusion is a priority for many of the American Benefits Council’s member companies, who have in turn directed us to engage with these issues as they relate to employee benefits. Over the previous 12 months, the Council has established a task force to address social determinants of health and joined with a number of other est…
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American Benefits Podcast
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Episode 44: Follow the Leader: Getting to Know the Council’s New Board Chair (with Tracy Watts, Mercer)
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If the American Benefits Council is to be a leader in the employee benefits world, we must have strong internal leadership. The Council’s policy agenda is carefully considered and set by our Policy Board of Directors, made up of knowledgeable and dedicated human resource and benefits professionals at each of our most engaged member companies. Holdi…
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American Benefits Podcast
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Episode No. 43: Thinking Globally, Acting Locally: A Round-Up of the Council's International Benefits Activity
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For many multinational companies, figuring out how to scale employee benefits for a global population is a critical element of their economic competitiveness. But if providing comprehensive employee benefit programs in the United States is like playing advanced chess, doing so on a global basis is like playing advanced chess on a moving speedboat. …
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Employee Benefits in 2022... In Conversation With Matthew Gregson
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Social Wellbeing - the forgotten pillar of your wellbeing strategy
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For many of us, we focus on the four pillars of wellbeing including mental, physical, financial and social in order to think about and execute our own wellbeing plans internally. Social Wellbeing can often be a forgotten or under-serviced wellbeing pillar - supporting community, volunteering and other CSR initiatives. In this podcast Matthew Gregso…
Benefits Influencer is taking a short hiatus this summer but will return soon with exciting new guests and topics. Stay tuned! Want to engage new leads on auto-pilot and increase your benefits revenue? Check out heyhunter.io and schedule a demo today.By Agency Leverage
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American Benefits Podcast
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Episode 42: Into the Deep End: The Big Splash of Pooled Employer Plans (with Rick Jones, Aon)
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Even as policymakers discuss and debate the so-called "retirement savings gap," employers and others are starting to take part in a newly-minted coverage expansion tool: the SECURE Act of 2019 birthed the inception of the Pooled Employer Plan (PEP), which allows separate companies employers to team up and share plan administration for their collect…
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Employee Benefits in 2022... In Conversation With Matthew Gregson
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Employee financial wellbeing : Arm your people with the skills they need to make better decisions
31:27
31:27
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Join Matthew Gregson, Executive Director at Howden Employee Benefits & Wellbeing and Jeremy Beament, Director at nudge Global as they explore how you can support your employees giving them the skills and knowledge for financial wellbeing in the workplace.By Howden Employee Benefits & Wellbeing Team
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Employee Benefits in 2022... In Conversation With Matthew Gregson
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Mental Health Awareness and combatting loneliness
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27:38
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By Howden Employee Benefits & Wellbeing Team
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American Benefits Podcast
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Episode 41: Get Out the Map: Paid Leave and the State of Play
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47:43
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47:43
Paid leave may not be an “employee benefit,” strictly speaking, in the same way that health coverage and retirement coverage are. But providing it has become a significant pressure point for employers, especially as an increasing number of states and localities have erected their own mandates over the last decade. In this episode, host Jason Hammer…
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American Benefits Podcast
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Episode 40: No Surprises, Please: The Twisty Tale of 'Surprise' Medical Billing
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48:57
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The 2020 enactment of legislation to eliminate “surprise” medical billing was not just the most significant health care coverage legislation since the Affordable Care Act. It was also the culmination of a remarkable show of (relatively) swift and bipartisan lawmaking. Since that enactment, however, the story has taken dizzying twists and turns, wit…
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Benefits Influencer
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Discover Your Secret Sauce w/ Becky Patel
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28:27
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Ned talks with Becky Patel, CEO at Amwins Connect, about mentorship. Becky has over 35 years of experience in this business and shares the importance of both having a mentor and being a mentor. During the conversation they focus on the need to be authentic and know your secret sauce in the business. ---------------------------------------------- Hu…
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American Benefits Podcast
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Episode 39: Plumbing and the PBGC: How Plans and Participants are Getting Stuck
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38:52
Even casual observers know that, over the past several decades, the nation's retirement system has evolved from a predominantly defined benefit system to a predominantly defined contribution system. That said, there are still nearly 47,000 defined benefit plans in the United States, (half of which are insured by the Pension Benefit Guaranty Corpora…
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Benefits Influencer
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Employers Hold The Key To Fixing Healthcare In America w/ Josh Butler
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Ned interviews Josh Butler, President of Butler Benefits in Amarillo Texas. Josh has been in the industry for 15 years solving increasingly complex problems for clients. Josh shares his passion to help solve the America’s healthcare cost crisis. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Bro…
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American Benefits Podcast
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Episode 38: Nontraditional Workers and Barriers to Retirement Savings
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46:26
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The current labor market is in flux, with many industries still in pandemic recovery while the "great resignation" creating a talent vacuum. Contingent or "nontraditional" work may not be as trendy a topic as it was five years ago, but it could represent a resource for companies seeking to fill important roles. In this episode, host Jason Hammersla…
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Benefits Influencer
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Hyper Focused With A Niche w/ Cory Friedman
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31:15
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Ned and Cory discuss the massive success and recognition Cory has experienced through focusing his efforts on a very specific niche. Cory shares how to have a niche and how to provide a depth of value to ensure you become a needed resource. Cory is passionate about what he does and believes other Benefits Consultants can find success by focussing o…
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Employee Benefits in 2022... In Conversation With Matthew Gregson
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Supporting Women's Health in the Workplace in conversation with HCA Healthcare
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Join Matthew Gregson and Dr Jane Benjamin from HCA Healthcare as they discuss women's health in the workplace and what employers can do to support them. About Dr Jane Benjamin Dr Jane Benjamin is an experienced general practitioner who has spent time working in both London and South Africa. She qualified from the University of Cape Town in 2004 and…
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American Benefits Podcast
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Episode No. 37: Still V.B.I.D.: Chronic Disease and the Drive to Health Care Value
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46:04
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46:04
According to a recent report by the Centers for Disease Control and Prevention, 6 in 10 adults in the U.S. have at least one chronic disease, while 4 in 10 have two or more. The CDC also estimates that 90% of the nation’s health care expenditures are for people with chronic and mental health conditions. And it’s very likely that the pandemic has ex…
Join Matthew Gregson, Executive Director at Howden Employee Benefits & Wellbeing and Hazel Craig, Senior Data Analytics & Wellbeing Consultant as they explore the importance of wellbeing in businesses and how you can create your strategy.By HEBW Marketing Team
Ned talks with Alex Frommeyer, CEO of Beam Dental about benefit trends for 2022. They discuss employees' increased desire for holistic benefits, the growing demand for a quality digital user experience, and the big shift from office-centric benefits to person-centric benefits. ---------------------------------------------- Hunter! Is the Automated …
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Benefits Influencer
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Creating Freedom In Your Agency w/ Hoy Kim
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36:56
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Ned brings on Hoy Kim, the operations guru from Ned’s very own employee benefits agency. Eight years ago Ned found himself working way more hours than he wanted and going home worn out for his family. He went on a journey to find a solution. Over the past 7 years Hoy has created systems and processes that have helped their team become more effectiv…
Ned reflects on what he learned from 2021 and how he will implement it in 2022. Helpful links: The One Thing - https://the1thing.com/ Atomic Habits - https://jamesclear.com/ The 15 Commitments of Conscious Leadership - https://conscious.is/ EOS and Traction - https://www.eosworldwide.com/ The Core Value Equation - https://therealdarius.com/book/ --…
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Benefits Influencer
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Creating A Marketing Strategy w/ Jessica Du Bois
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28:27
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Ned interviews benefits leader Jessica Du Bois as she shares how any agency can build a successful marketing strategy. She emphasizes building solid connections with clients based on relationship, expertise, and technology. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleve…
Ned talks with Jeff Grocky about basic marketing every benefits broker should be doing. Jeff works with many benefits brokers and consults/supports them in having an online presence. In this conversation you will discover some helpful hacks to simplify your marketing process. ---------------------------------------------- Hunter! Is the Automated S…
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Benefits Influencer
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The ROI of Offering Childcare Benefits w/ Jessica Chang
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25:19
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Ned and Jessica discuss the importance of employers supporting their employees who are parents. Employers are impacted when employees can't come into work due to lack of childcare. Jessica is CEO and Co-Founder of WeeCare which provides concierge service to help employees find childcare that meets their needs. --------------------------------------…
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Benefits Influencer
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How To Close Deals With Tech w/ David Bryant
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38:42
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Ned talks with BenTech leader David Bryant. David shares how he and his small team utilized technology to quickly grow his benefits agency. David built many of the tech tools he needed and eventually started MonarkHQ to make these tools available to other benefits brokers. ---------------------------------------------- Hunter! Is the Automated Sale…
Ned Schaut takes a minute to reflect on the past year as new host of Benefits Influencer. The number one question he gets is, “how do I find more leads?” As a benefits broker and marketing agency owner, Ned shares personal insight on how to continue building a book of business once you have reached a level of success. ------------------------------…
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Benefits Influencer
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California and Federal Legislative Update w/ Dawn McFarland & Faith Borges
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35:48
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In this episode, Dawn McFarland, the VP of Legislation on the board of the California Association of Health Underwriters, and Faith Borges, the Lobbyist for CAHU, join Ned Schaut to give a legislative update for California and Nationally. We discuss what is happening in the market and what to pay attention to over the coming months. We also dive in…
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Benefits Influencer
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Real Insurance Innovation w/ Mike Zarrillo
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25:21
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Ned sits down with Mike Zarrillo, Chief Revenue Officer of Brella to dig into insurance technology and innovation. They discuss opportunities to utilize cutting edge technology, not only for ease of use, but to provide a better user experience as well. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benef…
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Benefits Influencer
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Relationships + Abundant Mindset = Successful Broker w/ Brad Davis
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Brad Davis returns for his third time on the show to share more secrets of successful brokers. Connect with Brad at linkedin.com/in/braddavisremade and learn more about California Association of Health Underwriters at cahu.org/home. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to a…
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Benefits Influencer
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The Whole Person Workplace w/ Dr. Scott Behson
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29:59
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Ned and Scott discuss ideas from his book, The Whole Person Workplace. In Scott's journey of writing the book he discovered that employers who focus on putting the HUMAN back into HUMAN RESOURCES find growth and stability they may not have known were there. Learn more at scottbehson.com. ---------------------------------------------- Hunter! Is the…
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Benefits Influencer
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Process, Innovation, And A Personal Touch w/ Tom Avery
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37:45
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Ned welcomes Tom Avery, Founder, President, CEO at Innovative Broker Services and Founder, CEO at Signal Sync. Tom shares how brokers can innovate their process to provide each client a personalized experience and customizable options. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go t…
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Selectpath Benefits and Financial Inc.
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Benchmarking Your Benefits Webinar - Hosted by CEO & Right Path Advisor Gordon R. Hart
14:35
14:35
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Selectpath wants to help keep your year on the Right Path. Our expert team of advisors has put together a series of webinars to help educate and inform you about various topics within Benefits & Pension, Financial Planning, and Human Resources Management. This month, we will be going over Benchmarking Your Benefits. If you have questions, feel free…
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Selectpath Benefits and Financial Inc.
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Jeanette Novak - Gender Assignment Discussion
37:16
37:16
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Green Shield Canada Is Now Offering Positions Plan Sponsors to Support Plan Members in Their Gender Transition Journey - Join our own Jeanette Novak, Jennifer Graat and special guest Melissa Blanchette from Green Shield Canada as they discuss this new program.
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Selectpath Benefits and Financial Inc.
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Digital/Virtual Health Tools - Hosted by Right Path Advisor Jeanette Novak
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24:24
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24:24
Selectpath wants to help keep your year on the Right Path. Our expert team of advisors has put together a series of webinars to help educate and inform you about various topics within Benefits & Pension, Financial Planning, and Human Resources Management. This week, we will be going over the Digital/Virtual Health Tools Webinar. If you have questio…
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Selectpath Benefits and Financial Inc.
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Pros and Cons of Underwriting Webinar - Hosted by Right Path Advisor Jacob S. E. Clark.
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42:03
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42:03
Selectpath wants to help keep your year on the Right Path. Our expert team of advisors has put together a series of webinars to help educate and inform you about various topics within Benefits & Pension, Financial Planning, and Human Resources Management. This week, we will be going over the Pros and Cons of Underwriting Webinar. If you have questi…
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Benefits Influencer
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How to Outsource your Sales Manager w/ Rene Zamora
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29:57
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Ned talks with Rene Zamora, President at Sales Manager Now & Author of Part-Time Sales Management. They discuss the pros, and not so many cons, of utilizing a part-time person instead of hiring full-time for this role. Learn more about Rene, his company, and services at salesmanagernow.com and find his book on Amazon. ------------------------------…
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Benefits Influencer
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Time – Our Most Valuable Resource w/ Geoff Woods
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Ned talks with Geoff Woods, Co-Founder & President at ProduKtive, VP at The ONE Thing, and host of The One Thing podcast. They discuss maximizing time management and productivity with extraordinary results. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline…
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Benefits Influencer
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Purchasing An Insurance Agency w/ Shawn Blofsky
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32:54
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Ned talks with Shawn Blofsky, Owner & Broker/Consultant at EVO Insurance Services, Inc. about buying his first book of business. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you.…
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Benefits Influencer
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Maximizing Niche Markets w/ Eddie Murphy & Philip Cannon
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31:07
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Ned talks with Eddie Murphy & Philip Cannon, founders of Evolved Benefits about solutions for specific niches to help brokers provide the best offerings for their clients. ---------------------------------------------- Hunter! Is the Automated Sales Assistant for Benefits Brokers. Go to agencyleverage.com/pipeline to see how Hunter can work for you…
