In part 2 of this episode, we will ask David Contorno, President of Lake Norman Benefits and Benefits PROs 2015 Broker of the Year, about performance-based compensation and his belief that it puts advisors in a much better long-term position.
Forbes Magazine called our guest, David Contorno, One of Americas most innovative benefits leaders. So, whats he up to and what tools, techniques, and strategies is he bringing his clients?
On this episode of ShiftShapers, we are stepping out of the realm of employee benefits, insurance and financial planning to discuss the ultimate differentiator for all businesses customer service.
Although the concept behind Direct Primary Care (DPC) is more than 10 years old, more and more physicians are opting out of the insurance-based world for a practice model that is old-fashioned but in the best sense of the word.
This week, we discuss methods to drive greater engagement a subject we talk about a great deal these days. Jeremiah explains why webinars are a great tool but are more suited for B2B sales. We delve into how advisors can get and take advantage of media and much,...