Ep #59: Using Compliance To Be Column A – With Karen Kirkpatrick

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In today’s environment, employers look to their advisors for more compliance information than ever before. This week’s guest believes that when it comes to the subject of compliance, many employers “have their heads in the sand” – and that presents an opportunity for advisors to differentiate and deliver value.

We recently attended the North Carolina Association of Health Underwriters Symposium and had the opportunity to talk about compliance with Karen Kirkpatrick, owner of On Your Mark Consulting and one of the country’s top experts and thought leaders on the subject of compliance and regulatory issues.

On this episode of ShiftShapers, we talk to Karen about the opportunity this presents for benefits advisors and what they need to be aware of to effectively advise their clients on the multitude of compliance issues and how to understand the critical difference between strategy and implementation. While PPACA has made compliance more difficult, many compliance-related areas precede ACA. Karen also shares her strategies that help advisors, “Be column A”.

What You’ll Learn From This Episode:

  • Karen’s  journey.
  • Compliance issues before PPACA.
  • Whether the benefits advisors are struggling to advise their clients about compliance issues.
  • How an advisor might approach clients with this new service.
  • The difference between “strategy” and “implementation.”
  • How to “get to column A.”

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Ep #24: Using Big Data as a Differentiator – With Mark Smith

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Today, we welcome the founder and CEO of miEdge.biz, Mark Smith, to ShapeShifters. The miEdge application is an affordable and easy to use service that combines an intuitive interface to a database and search engine of Department of Labor Health/Welfare Employee Benefits information.

I invited Mark to the show to discuss how data can be an effective prospecting and service tool while also serving as a differentiator for benefits advisors. Tune in to learn how the miEdge system helps level the playing field by making even the “average” benefits advisor a subject mater expert, able to tailor client solutions based on their unique datasets.

What You’ll Learn From This Episode:

  • What “Big Data” is and why it matters.
  • How data can be a differentiator for advisors.
  • How data can be used in prospecting.
  • Whether  this is accessible to the “average” advisor.
  • Why DOL datasets are not practical for the average person to use.
  • How advisors can use data to help clients.

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