Lester Morales is CEO of Next Impact, and he shares his extensive experience about how to go from “here to there” without the usual client and employee fears.

Have you finally “had it” with commission compression, but don't have a clue about how to escape the commission boa constrictor and move toward a fee-based or hybrid practice model?

With the stratospheric rise in advisor interest in self-funding as a base financing design for bringing other state-of-the-art tools to employers, it is critical for advisors to understand the components and players.

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.

Drug costs are soaring and driving more of medical spend than ever before. The good news is that there are tools coming to market to help consumers and plans alike.

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.

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…

Pramod John, our guest on this episode, is CEO of Vivio Health, which is singularly focused on using outcomes revealed by data and analytics to bend the hockey-stick curve of this spending trend.