BenefitsGenius

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.

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.

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.

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.

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!

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.

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”.

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.

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.

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.

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!

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.

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.

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.

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.

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.

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!

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!

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.

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.

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.

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!

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.

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.

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.

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.

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.

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!

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!

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.

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.

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.

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.

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.

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.

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.

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.

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!

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!”.

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.

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.

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.

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!

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.

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.

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 by Howard Kettner

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.

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.

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!

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.