Claim OwnershipThe Benefits Advisor Podcast
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The Benefits Advisor Podcast is designed to share the best ideas, strategies and concepts being implemented by leading individuals, firms and companies in the employee benefits industry.
The benefits business is SO much different than in days gone by. "Back In The Day," agents who sold group medical insurance and other group benefits were typically those who started as life insurance agents, were not stellar at prospecting, so they decided to get into the group business. And since no self respecting life insurance agent would mess with group products, agents who DID specialize in group benefits had tons of life insurance agents referring them business.
Fast forward to today, where those individuals who specialize in life insurance are constantly asking benefits advisors for referrals.
Let’s face it, the employee benefits industry has grown dramatically, but the complexity of being a “best in class” benefits advisor has also grown dramatically. Be it changes in products, cost structure, distribution or the political climate, a benefits advisor today is often overwhelmed with his/her obligations to their clients and providers.
In each episode of The Benefits Advisor Podcast, your hosts, Robert Clark & Chris Carlson, will be interviewing the thought leaders of our industry to give our listeners ideas, strategies and concepts that they can use to take their practice to the next level.og
The benefits business is SO much different than in days gone by. "Back In The Day," agents who sold group medical insurance and other group benefits were typically those who started as life insurance agents, were not stellar at prospecting, so they decided to get into the group business. And since no self respecting life insurance agent would mess with group products, agents who DID specialize in group benefits had tons of life insurance agents referring them business.
Fast forward to today, where those individuals who specialize in life insurance are constantly asking benefits advisors for referrals.
Let’s face it, the employee benefits industry has grown dramatically, but the complexity of being a “best in class” benefits advisor has also grown dramatically. Be it changes in products, cost structure, distribution or the political climate, a benefits advisor today is often overwhelmed with his/her obligations to their clients and providers.
In each episode of The Benefits Advisor Podcast, your hosts, Robert Clark & Chris Carlson, will be interviewing the thought leaders of our industry to give our listeners ideas, strategies and concepts that they can use to take their practice to the next level.og
18 Episodes
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Robert had a great conversation with Allison De Paoli, Founder and CEO of Altiqe Consulting.
Make sure you check out Allison's website, https://altiqe.com
When you are on the site, you must check out Instant EBITDA.
In this episode we talk with Hunt Turner of WGB Benefits Insurance Services.
In this episode we talk with Jessica Du Bois of Business Benefits Group. This was a great conversation and you will really enjoy the marketing ideas that Jessica is implementing in her business.
Make sure you check out her podcast, The NOVA Business Podcast.
And make sure you check out Fri-Yay Workplace News!
In this episode we talk with Dr. Aimee Ostick. This was an awesome conversation regarding Direct Primary Care.
You can go to Dr. Ostick's website to find out more information regarding her and her practice.
https://healthandhealingdpc.com
Dr. Ostick also mentioned another resource, DPC Frontier. Here is their website.
https://www.dpcfrontier.com
In this episode we talk with Matt Watson of Hub International. You will really enjoy the passion Matt brings to this industry.
Make sure you check out his podcast, The Business Talks Podcast.
On this episode, we are simulcasting The D.I. Coach Podcast and The Benefits Advisor Podcast. Robert and Chris talk about landing pages and marketing campaigns.
In this episode we talk with Jennifer Kinley of Propel.
This was a great conversation surrounding the importance of Client Engagement.
Check out Jennifer on LinkedIn where you can watch her Benefits In The Know videos.
https://www.linkedin.com/in/jenniferkinley-beintheknow/
In this episode we talk with Rosario Avila, Benefits Consultant at Arrow Benefits Group.
Rosario is doing great things for her clients, especially with Benefits TV. Make sure you check it out!
https://www.youtube.com/channel/UCBmSK93DCLQKSmx4ltRt6Gw/videos
In this episode Robert talks with Jessica Liu, Associate Broker - Employee Benefits at Bolton & Company in Southern California.
This was a great conversation surrounding the importance of culture in an organization.
Jessica certainly "walks the talk," as she is a co-lead for the OC Chapter of Culture First – a community build around improving culture.
Here is a list of books Jessica recommends that give insight into building a strong positive culture.
The Basics
Simon Sinek
Start with Why: How Great Leaders Inspire Everyone to Take Action
Find Your Why: A Practical Guide for Discovering Purpose for You and Your Team
Dr. Gustavo Grodnitzky
Culture Trumps Everything: The Unexpected Truth about the Ways Environment Changes Biology, Psychology, and Behavior
Team Dynamics
Patrick Lencioni
The Five Dysfunctions of a Team
The Ideal Team Player
Gary Chapman & Paul White
The 5 Languages of Appreciation in the Workplace: Empowering Organizations by Encouraging People
Christine Comaford
SmartTribes: How Teams Become Brilliant Together
Communication
Susan Scott
Fierce Conversations: Achieving Success at Work and in Life One Conversation at a Time
Kerry Patterson, Joseph Grenny, Ron McMillan, Al Switzler
Crucial Conversations: Tools for Talking when the Stakes are High
In this episode we talk with Nancy Giacolone, President and Owner of Olympic Crest Insurance in Gig Harbor, WA.
This was a great conversation and Nancy shared some of her personal passions and beliefs, to include the importance of giving back.
We think you will also be impressed that Nancy is committed to a daily post on her LinkedIn page.
You can check her out at https://www.linkedin.com/in/nancy-giacolone/
and on her website, https://olympiccrest.com
In this episode we talk with Chris Krusiewicz, Vice President at Burnham Benefits.
Pay special attention to Chris' comments regarding Exponential Healthcare.
Robert mentioned that Chris is starting 75 Hard for the second time. You can see what that program entails by checkiing out this site:
https://andyfrisella.com/pages/75hard-info
In this episode we talk with Leslie Perry of Poms & Associates.
Leslie's passion for her work shines through in our conversation. We think you will really enjoy her career journey to becoming a Benefits Advisor.
You can reach Leslie at lperry@pomsassoc.com
Or, you can visit the Pom & Associates website at https://pomsassoc.com
On this episode, we are simulcasting The D.I. Coach Podcast and The Benefits Advisor Podcast. Chris and Robert Clark talk marketing.
In this episode we talk with Rob Milburn of OneDigital.
We love the conversation we had with Rob regarding the importance of relationships in a world dominated by technology.
In this episode we talk with John Hansbrough of The LBL Group.
John's website is https://www.lblgroup.com.
You will want to hear about John's story as a young boy and how it has impacted his mission in this industry.
In this episode we talk with Chris Wolpert of Group Benefit Solutions.
Chris' website is https://gbsbenefitsgroup.com where you can download a copy of his book Next Generation Healtcare.
Robert Clark and Chris Carlson talk about the launch of The Benefits Advisor Podcast.
In the episode, Robert and Chris talk to John Crawford of Alliant Insurance Services.
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