Search for episodes from BenefitsGenius with a specific topic:

Latest episodes from BenefitsGenius

#54 - Dr. Raymond Rupert - The Treatment of Substance Use Disorder

Play Episode Listen Later Jun 6, 2018 17:03


Dr. Raymond Rupert of Rupert Case Management defines the size, scope, and cost of addiction and mental health issues in the workplace - and provides a simple solution to assist HR Managers and employers in providing leadership in identifying and coordinating the various specialized resources.

#53 - Paul Wheeler - What’s Working; What’s Not Working For Your Audience

Play Episode Listen Later May 31, 2018 39:39


Remember Steven Covey’s 7 Habits? #5 is: “Seek first to understand, then to be understood.” Paul Wheeler, former Anglican priest and former Executive Director of a large not-for-profit, shares perspectives on the critical nature of deep listening before selling or solving.

#52 - Habitude - A Boutique Solution & Process For Healing Addictions

Play Episode Listen Later May 16, 2018 42:34


Special guest Tammy Francouer of Habitude shares her eye-opening perspectives on high-functioning addicts and their unintended impact on the workplace and society -- and what YOU can do to increase awareness and make a difference.

special solution boutique habitude healing addictions
#51 - The One About... Advisor Podcasts

Play Episode Listen Later May 9, 2018 25:15


Podcasts have allowed me to engage with an ever increasing audience quicker and easier than any other medium I’ve used in the past five years including direct mail, email, telephone and events. Listen in on an informal conversation about podcasts with Robin Bailey, a benefits advisor from Oakville, Ontario.

#50 Dave Patriarche - Coffee, Curated Content & Camping In The Rain

Play Episode Listen Later Mar 20, 2018 41:19


In this episode, Dave and I cover a broad range of topics - from Dave’s reading of Lori Power’s new book, to create experiences and content that will engage your audience. Buckle up! We’re going to cover a lot of ground quickly!

#49 Jamie Marcellus - Going Beyond EAP

Play Episode Listen Later Mar 7, 2018 56:24


This is for you if you think all EAP’s are alike. This is for you if you’re in sales or marketing and have a fascination with how you can create unique value by listening to your audience - clients and prospects alike. Get ready to go to school with Jamie Marcellus, President of Humanacare.

#48 John Mill - Hire Your Buyer

Play Episode Listen Later Feb 27, 2018 51:10


You may be thinking that your business is a low-risk and highly profitable asset. But… is it really? Prepare to have preconceived notions challenged by John Mill - Succession Planner, Tax Expert, Business Value Creation Expert, and author of the book “Hire Your Buyer”.

#47 Chris Gory - A Game-Changing Technology

Play Episode Listen Later Feb 21, 2018 47:09


This is for you is you want to hear about emerging issues and the innovation and evolution of the client experience that is possible through technology. There’s more. By investing as little as 90 minutes a month, you too can simply, easily and effectively engage and intrigue your audience.

#46 Dave Patriarche - That’s Not Fair!

Play Episode Listen Later Feb 14, 2018 18:05


Dave Patriarche shares how he transforms his audience’s “that’s not fair” reactions about renewals, benefit plan cost containment and more, by educating his audience on the fundamentals of price and value.

Episode 45: The One About... Becoming Rich & Famous

Play Episode Listen Later Jan 17, 2018 13:04


Dave Patriarche shares how it’s easier to be a subject matter authority than you might think - and it’s one of the easiest, most practical ways to quickly create the sort of influence that builds anticipation and trust with your audience.

Episode 44: The One About... LinkedIn

Play Episode Listen Later Jan 10, 2018 25:58


This is for you if you’re overwhelmed just thinking about how you’d create LinkedIn content and updates. Now, Julie Ford of Glance Marketing explains why you don’t need to stress about InMail, sponsored content, text ads, and more!

Episode 43: The One About . . . Client Facing Events

Play Episode Listen Later Jan 3, 2018 12:17


A client event can be a significant, tangible differentiator for you. No one knows this better than Dave Patriarche as he encourages you to see this as a practical way to increase the scope of your influence. You just may be able to reap the benefit of an event, without working any harder than you do now.

Episode 42: Steven McEwan - Success Through Specialization

Play Episode Listen Later Dec 19, 2017 10:30


Take a few minutes to be inspired by Steven McEwan’s journey from independent advisor to co-founder of www.getmyhsa.co, a highly specialized national benefit plan solutions provider that delivers immediately actionable value for your plan sponsor audience.

Episode 41: Mike Sullivan - Data That Defines The Future, With & Without Action

Play Episode Listen Later Dec 6, 2017 56:33


There are a host of opinions and options when it comes to prescription drug coverage cost containment. For Mike Sullivan it all starts with going deep into the data to understand the story it tells about the past, present and future. This is your opportunity to hear directly from a pharmacist whose advice is relied on by your advisor peers and plan sponsors alike.

Episode 40: Kyle Dennis - The End of Cheesy Pick-Up Lines

Play Episode Listen Later Nov 29, 2017 41:24


Kyle Dennis has an amazing track record of sales success in our industry. Instead of using worn out sales tools that probably never really served anyone well, Kyle creates conversations that in turn inspire enduring lifetime trust and lifetime relationships. Veteran or novice - this is your opportunity to learn from a leader.

veteran pickup cheesy pick up lines
Episode 39: Mario Malatesta - Growing Your Business Without Growing Fixed Costs

Play Episode Listen Later Nov 22, 2017 51:07


Growing a business is tough. Sales success means more staff, more technology, more floorspace, more capital and lease obligations. Yet if business goes sideways, you’re stuck with most of those costs. Get ready for another perspective on scaling your business with Mario Malatesta, the Founder and President of GroupQuest.

Episode 38: Jason Watt - Mentorship & Inspiration

Play Episode Listen Later Nov 15, 2017 50:34


If you’ve never been to a Business Career College Group Insurance Symposium, you’re missing a terrific experience. Great learning, plus CE Credits. Listen in a one-on-one conversation with Jason Watt as he shares some BCC Event takeaways and insights - as well as his views on mentorship and what inspires him!

Episode 37 : FIVE:FIFTEEN - Don’t Create Content!

Play Episode Listen Later Nov 8, 2017 5:04


You want a reputation as a subject matter expert, but often advisors are challenged by the work involved in creating original content - for a website, blog or newsletter. Here’s a tip on how you can do that - quickly and easily, using work you’ve already done!

Episode 36: FIVE:FIFTEEN - Position Yourself As A Subject Matter Authority

Play Episode Listen Later Oct 31, 2017 5:10


Take five minutes to enjoy the inspiration of what happened when Jaylene Black, a relative newcomer to the business, took Dave Patriarche’s personal challenge to heart and published her first industry related article. You can do it.

Episode 35: Howard Kettner Introduces The Inaugural FIVE:FIFTEEN

Play Episode Listen Later Oct 24, 2017 13:13


This is the inaugural BenefitsGenius Five:Fifteen podcast. It’s branded Five:Fifteen because I’m going to share a little something for 5 minutes, and then you’re going to take the next 15 minutes and take or plan an action item that will create a better version of you, your business, influence or reputation.

Episode 34: Julie Ford, Andrea Vacl & Chris Gory – Building Engagement, It’s Easier Than You Think!

Play Episode Listen Later Oct 17, 2017 50:36


Cutting through the noise and entering the conversation taking place in your audience’s mind has never been more difficult. Or, is it? Listen in on a conversation between benefits advisor Chris Gory and the expert communicators he works with to build engaging content that creates authentic two-way conversation with his clients and prospects.

Episode 33: Dave Patriarche, Jon Corrigan, Michael Kettner - Triple Your Fun & Triple Your Learning!

Play Episode Listen Later Oct 11, 2017 54:06


Following an amazing conversation with an advisor who is focussed, engaged and committed to growing and being a better version of themselves, I often come away saying to myself “I wish I had a recording of that conversation to share with my audience”. Now, at last, you’ll get to eavesdrop. Here’s with thanks and appreciation to Dave Patriarche, Jon Corrigan, and my son Michael Kettner for sharing! You guys make me better than I really am!

Episode 32: Charlie Conron - Better Relationships (& More Of Them!)

Play Episode Listen Later Oct 3, 2017 42:50


Charlie Conron recently presented to the Golden Horseshoe study group where I was in attendance. And I’ll admit, I sat in awe of how his technology transforms complex concepts, products, and price structures into a simple, easy to understand message for the buyer - while also making it efficient for an advisor to penetrate currently underserved markets.

Episode 31: Kyle Dennis - How To Create Remarkable Experiences

Play Episode Listen Later Sep 27, 2017 48:51


I remain in awe of Kyle Dennis and how he maintains a 100% commitment to everything he does, whether it’s the Grouse Grind or making the most of a 25th Anniversary Dodge Viper Owners’ Association event. Kyle is living proof that success, both personally and professionally, is about planning, preparation, and persistence.

experiences remarkable grouse grind
Episode 30: Howard Kettner - Nervous & Sweatin’ In The Hot Seat!

Play Episode Listen Later Sep 19, 2017 83:25


Finally, Howard gets a dose of his own medicine and experiences what it’s like to be a podcast guest as he’s interviewed by Kevin Jeffrey, 25 year industry veteran, speaker, author, Human Resource Faculty Advisor, Past Chair & Director of HRMA, and Founder and CEO of the very successful Pointbreak Consulting Group.

Episode 29: Dave Patriarche - THE Plan Administrator Checklist

Play Episode Listen Later Sep 14, 2017 53:22


Wow! You’ve heard it described by those with whom Dave has previously shared it. You may even have attended one of Dave’s CGIB Plan Administrator Checklist presentations. But here and now in podcast format, Dave unselfishly shares the highlights of this amazing client attraction and retention tool.

Episode 28: Aly Dhalla - Your Digital Future (It’s Never Too Late!)

Play Episode Listen Later Sep 10, 2017 49:33


The always engaging and engaged Aly Dhalla, CEO and Co-Founder of Finaeo, shares his perspectives on data-driven client touchpoints, value delivery, and how your commitment to having a hyper-focus on those clients whose language you speak best creates extraordinary success.

Episode 27: Jason Watt - The Past, Present, & Future of Group Benefits

Play Episode Listen Later Aug 29, 2017 52:28


Jason Watt of Business Career College is one of the most driven, committed, and well-informed people I know -- and you’re going to love hearing his perspectives on where the Group Benefits industry is and where it’s going. From social media to robo advisors, cost escalations, and benefits plan fraud… this is an episode you don’t want to miss!

Episode 26: Dave Patriarche - Tools For Growing Your Business

Play Episode Listen Later Aug 20, 2017 44:59


Growing your business, reducing your risk, and increasing your efficiency and audience engagement does not need to cost more. Dave shares the tools he uses to achieve all of this - and more!

Episode 25: Dr. Raymond Rupert - Patient Advocacy Beyond The Obvious

Play Episode Listen Later Aug 15, 2017 30:41


Dr. Raymond Rupert, MD, MBA is an expert in real time medical intervention - and for more than 20 years, he has assisted Canadians who have complex and challenging health issues. Today, you’ll hear about the practical “magic” of advocacy that he has developed, which is available to benefit plan sponsors in the form of an affordable solution for second-opinion expert consultancy, diagnosis, and even financial support for specialized treatment.

Episode 24: Kevin Jeffrey - Creating A Unique Ability Company

Play Episode Listen Later Aug 8, 2017 51:33


Kevin Jeffrey is a committed lifetime learner who understands that learning goes to a whole new level when one commits themselves to teaching and mentoring. In a world of “big and small, I want it all”, Kevin shares how he creates success through specialization.

unique ability kevin jeffrey
Episode 23: Laurie MacNeil - Family In The Business, What Works & What Doesn’t.

Play Episode Listen Later Aug 2, 2017 47:04


Laurie MacNeil is back to talk about leadership and what motivates him to mentor folks in the business from coast to coast. You’ll be intrigued as you hear Laurie’s personal experiences and what he’s witnessed about the opportunities and pitfalls of engaging family in the business, and how you can increase your odds of success.

Episode 22: Donald Chu - 1000 Clients in YOUR Pocket

Play Episode Listen Later Jul 25, 2017 51:46


You’re going to get a ton of inspiration hearing from Donald Chu, co-Founder of Finaeo and Founder of BenefitDeck Consulting. At Benefit Deck, starting at zero, Donald created 7-figures of benefits revenue in four years flat, while putting people and processes in place so that he could move across the country to create a technology to help you grow your business.

Episode 21: Justin Smith - Lessons on Differentiation From The Trucking Industry

Play Episode Listen Later Jul 16, 2017 33:21


Think about managing 5,000+ suppliers in a price sensitive market. If you want some clues about the critical nature of data collection, technology and rethinking your communication processes as you differentiate yourself, this is for you.

Episode 20: Lori Power & Dave Patriarche - A Dialogue on Education & Mentorship

Play Episode Listen Later Jul 5, 2017 47:12


There's just not enough time to make all the mistakes that are possible. And with the mounting mistakes, there is a reciprocal diminishing of confidence that spells "quit". That in a nutshell is why people leave the business. Tune in to get your invitation to a dialogue with my guests.

Episode 19: Dave Patriarche - Checklists & Why They Matter

Play Episode Listen Later Jun 28, 2017 40:20


Every professional, from your accountant to an airline pilot, depends on a checklist. This podcast is for you if you want more peace of mind - and if you want to create greater certainty, clarity and confidence for your audience.

Episode 18: Lori Power - Intentional Collaboration

Play Episode Listen Later Jun 18, 2017 55:29


Lori Power has a wonderful mindset of abundance. This is for you if you want to know how to create a thriving business by engaging and collaborating with others to create the best possible outcomes for your clients and prospects.

Episode 17: Finaeo’s Aly and Jonathan - Community, Mentorship, & Sharing...

Play Episode Listen Later Jun 12, 2017 38:56


Ready for a podcast that makes an impact? Join me for an end-of-day random chat with Aly Dhalla and Jonathan Bega of Finaeo that encompasses technology, churn in the industry, community, education, getting from giving, “Bobble-Head Howard”, and more!

Episode 16: Tim Kane - Listen, Build, And They Will Come!

Play Episode Listen Later May 24, 2017 53:00


This is a story of how a near fanatical obsession with personal attention to service above all else - and turning a problem into a procedure, creating a thriving business that hundreds of advisors now rely on to deliver their unique personal brand of service to their audience. True inspiration about “the little engine that DID!”.

Episode 15: Wayne Cotton - If You Have A Problem, Make It A Procedure

Play Episode Listen Later May 16, 2017 57:02


Wayne Cotton, creator of The Cotton System, shares the timeless advice and proven formulas that have created a bigger future for advisors around the world.

Episode 14: Lori Power - Looking At Benefits Through The Eyes Of A Journalist

Play Episode Listen Later May 11, 2017 59:22


Lori Power, former journalist turned benefits advisor and frequent presenter at Business Career College, looks at group insurance plan design with a research perspective and separates opinions from facts as she creates a benefits business around her Benefit Plan Blueprint.

Special Edition: Chip Selley - A Case Study In Differentiation And Value Creation

Play Episode Listen Later May 11, 2017 35:45


Chip Selley, Rocket Innovations' Business Development Specialist, takes shares a riveting journey about how listening to the customer in the commoditized notebook industry released a pent-up consumer and corporate demand that took them to Shark Tank and beyond.

Episode 13: Chris Gory - On Tech That Matters & Living A Life That Matters!

Play Episode Listen Later May 9, 2017 61:50


Chris Gory, a tech savvy Toronto area benefits advisor with boots on the ground for the past 18 years, engages in an A-Z dialogue - from Allay to Zenefits chatbots, social media and more - in the most practical terms. If you’re planning a bigger future as a benefits advisor, you definitely want to tune in to what Chris has to say!

Episode 12: Allan Sabat - Practical Perspectives From The Front Lines

Play Episode Listen Later May 8, 2017 45:47


Allan chose to join the family owned business as a benefits Advisor after careers in the communications and auto industries. Listen in on Allan’s perspectives, past, present and future.

Episode 11: Paul Wheeler - “Important To - vs - Important For” And Why It Matters

Play Episode Listen Later May 3, 2017 59:29


Paul Wheeler, Chair of the Board for a large benefits plan trust representing > 700 employers from coast to coast, shares his journey from rehabilitation counsellor to social worker to employee benefits advocate and benefits plan thought-leader.

Episode 10: Dave Patriarche - Take Care Of Your Clients & They Will Take Care Of You!

Play Episode Listen Later Apr 27, 2017 54:22


Dave Patriarche of CGIB.ca and Mainstay Insurance discusses how sharing with your peers is in YOUR best interest. Also, the importance of processes, understanding the difference between cost and price, and differentiating by doing the counter-intuitive.

Episode 9: Mark Sylvia - Digitization, Specialization, Understanding Risk & Knowing Your Competition

Play Episode Listen Later Apr 25, 2017 65:02


Episode 9: Mark Sylvia - Digitization, Specialization, Understanding Risk & Knowing Your Competition by Howard Kettner

Episode 8: Rob Crowder - It’s About The Promise, Not The Product

Play Episode Listen Later Apr 22, 2017 63:21


Rob Crowder, CEO and Founder of The Benefits Trust, a Third Party Administrator offering alternatives to traditional employee benefit plans for small and mid-sized Canadian businesses, joins me to talk about how he helps employers create and keep the specific and significant promises they want to make to employees and their families.

Episode 7: Richard Adair - Your Future Is Bigger, More Secure & Better Organized!

Play Episode Listen Later Apr 18, 2017 65:38


Richard Adair, Vice Chairman of Future Vault, joins me to talk about a just-launched user initiated, user defined technology solution - and his first Strategic Coach experience and learnings.

Episode 6: Dave Patriarche - Delivering Value, Writing Articles, & Running A One-Person Shop

Play Episode Listen Later Apr 13, 2017 43:45


Dave Patriarche of CGIB.ca joins us for a fun conversation on cutting through the noise, delivering more value, writing articles, presenting at live events, and running a one-person shop!

Episode 5: Laurie MacNeil - Building A Business Without Cold-Calling

Play Episode Listen Later Apr 3, 2017 63:46


Meet the guy who put me in business and kept me in business in my early years - particularly on those days when I was doubting my career choice. Hear Laurie's perspectives on building a business without cold-calling. Bonus: if you are considering or know someone considering a career in group insurance sales - this is for you.

Claim BenefitsGenius

In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

Claim Cancel