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The ShiftShapers Podcast

The ShiftShapers Podcast

Hosted by David Saltzman

BusinessEducationInterviews guestsExplicit

Episodes

563

Latest episode

Oct 2026

Language

EN

About the show

Change either paralyzes or energizes - the choice is yours. Hear from businesses and entrepreneurs who have become energized and who have profited by shaping the shifts in their markets and practices. Become a SHIFTSHAPERS INSIDER and get our latest download, advance notice of all podcasts, podcast summaries, and special INSIDER-ONLY content. INSIDER SIGN UP

Listen to episodes

60 recent
October 27, 202633 min

EP 559 What If A Health Plan Was Built For Hope - with Drew Leatherberry

We talk with Drew Leatherberry about rebuilding employer health plans around the patient journey instead of accepting runaway renewals as inevitable. We unpack collaborative care, PSAP-driven flexibility, and pharmacy oversight that aim to get people out of symptom faster while reducing stop loss risk. • the shift-shaper moment that comes from losing a client after “accept it” was the only answer • collaborative care defined as risk-driven care coordination rooted in stop loss forensic analysis • PSAP plan language that allows patient context to shape what gets covered • a knee pain case where alternative therapy reduces recovery time and avoids unnecessary surgery • specialist and center-of-excellence matching that prioritises quality and builds patient hope • active pharmacy oversight that puts pharmacists directly into medication decisions • the risk curve score that connects better decision points to underwriting confidence • how advisors evaluate savings claims by demanding a clear baseline and most-likely comparisons • why education-first roundtables create better employer conversations than pitching • three readiness questions for employers: culture, change resources, courage

October 20, 202625 min

EP 558 Turning Agentic AI Into A Safe Customer Tool - with Korash Hernandez

We talk with Korash Hernandez about what turns generative AI into agentic AI and why action-taking systems raise a new class of governance and compliance risk. We lay out the practical metrics and operating controls that make AI agents safer than hype and more useful than a basic chatbot. • the moment generative AI proves it can handle real technical work • what “agency” means and why it changes the risk surface • why the market shifts from pilots to ROI and defensible controls • responsible AI as model risk management plus operational QA • how call center sampling and monitoring maps to AI agents • where NIST and ISO frameworks help and where they stay vague • what to measure with golden sets, approval matrices, and error rates • why false positives matter most and how to risk-classify mistakes • trust as a comparison against human compliance rates • segment of one personalization and how to avoid losing control • the minimum guardrails to demand before going live

October 13, 202631 min

EP 557 Leaders Must Manage Fear Before AI Delivers ROI - with Gleb Tsipursky Ph.D

Spending on artificial intelligence is exploding, but the returns often feel weirdly small. We sit down with behavioral scientist and consultant Dr. Gleb Tsipursky to name the real blocker behind most AI adoption at work: not the technology, but the emotions it triggers and the leadership habits that accidentally make those emotions worse. Gleb shares research showing that the vast majority of AI pilots fail to deliver ROI, then explains the three psychological roadblocks he sees across organizations. Some people feel fear and anxiety about being replaced and believe using AI trains their successor. Others feel an identity threat when a generative AI tool can produce work that used to signal expertise and status. And a surprising group already uses AI but hides it out of shame, creating “shadow AI” that never turns into team-level performance gains. We also get practical about what to do next: how to communicate policies that reduce job insecurity, why “go slow to go fast” means starting with the tasks people hate, and how mandates can backfire into sloppy outputs and cleanup time. We talk AI governance and smart guardrails, plus a simple way to find peer champions using anonymous surveys and focus groups so real use cases come into the open and become shared capability. If you’re leading a team through workplace transformation, you’ll leave with a clearer map for AI change management that respects human motivation and still drives results. Subscribe, share this with a leader wrestling with AI rollout, and leave a review with the biggest resistance you’re seeing right now. For a free sample of the book, go to disasteravoidanceexperts.com/aibook If you have already read the book, use the same URL and get a free manual (Seven Critical Mistakes Leaders Make In AI Adoption) and an assessment tool you can use for AI adoption in your company.

October 6, 202625 min

EP 556 When Health Spending Slows For The Wrong Reason - with Ken Terry

A “slowdown” in healthcare spending sounds like relief until you ask one uncomfortable question: what if the numbers look better because people are quietly priced out of care? We sit down with award-winning healthcare journalist and author Ken Terry to unpack why CMS spending projections can hide a worsening healthcare affordability crisis, especially as disposable income drops and families rank housing and groceries ahead of doctor visits they still need. We dig into the growing gap between coverage and access: about 90% of Americans have health insurance, yet only around half believe they can afford the care and prescriptions they need. Ken explains how high-deductible health plans, thinner benefits, and cost shifting can turn insured employees into “functionally uninsured” patients who delay preventive care, skip chronic disease management, and show up later in the ER or ICU with avoidable complications. From there we zoom out to the system-wide pressure. Physicians are increasingly employed by large systems and face heavier administrative load, reduced autonomy, and rising burnout. Employers are “tearing their hair out” as healthcare costs consume more compensation, with small businesses already dropping coverage and larger firms warning the model is unsustainable. Ken lays out a market-based path forward built around “basic care” subscriptions led by scaled primary care groups that compete on cost, quality, and patient experience, and he makes the case that saving primary care is the most urgent first move. If you found this helpful, subscribe, share the episode with a colleague, and leave a review so more employers, advisors, and policymakers can find the conversation.

September 29, 202631 min

EP 555 Why AI Can Expand Behavioral Healthcare Access - with Ken Resnicow

You can have the best doctors in the world and still feel alone at 3 a.m. when anxiety spikes, motivation collapses, or a hard habit shows up again. That’s the gap we tackle with Dr. Ken Resnicow, one of the world’s leading behavioral scientists and a pioneer of motivational interviewing, now building therapeutic AI at Chronologics to extend care beyond the clinic. We get specific about what actually changes behavior and why health information alone usually isn’t enough. Ken breaks down “high-quality motivation” and how patient-centered counseling helps people find their own reasons to change, build confidence, and make plans that fit real life. We also unpack why asking great questions can matter more than giving great answers, and how large language models need to be trained away from default, advice-heavy coaching. From there we move into what makes therapeutic AI different from a basic chatbot, where the legal and ethical boundaries sit today, and how guardrails can reduce risk around hallucinations, high-stakes emotions, diagnosis, and prescribing. You’ll hear practical examples like type 2 diabetes behavior support, between-session check-ins, and just-in-time interventions that meet people in the moment, including in a grocery store aisle. If you advise employers or design benefits, we connect the dots to cost, reach, outcomes, and what’s next: integrating digital coaching with electronic health records like Epic so AI becomes a true teammate to clinicians. If this conversation challenges your assumptions, subscribe, share it with a colleague, and leave a review with your take: where should AI help most in behavioral health?

September 22, 202627 min

EP 553 Why Employees Want Control Of Health Insurance - with Jack Hooper

The traditional group health plan has been the default for decades, but the people using it are sending a loud signal that the model is wearing thin. When we look at employee sentiment, the headline is simple and disruptive: a majority of workers want control over their health insurance choices, and only a small slice say their employer should be the one deciding. That shift gets even sharper with younger employees who walk into work expecting options, not a single plan and a shrug. I sit down with Jack Hooper, founder and CEO of Take Command Health, to unpack findings from their 2026 State of Employee Health Benefit Survey and what they suggest about the future of employee benefits. We dig into rising healthcare costs, why benefits anxiety shows up as higher deductibles and shrinking coverage, and how gaps like mental health coverage shape what employees want next. We also talk through why individual coverage paired with a defined contribution approach can change the cost equation, including how employees often choose networks and metal tiers differently than employers do. We then move from theory to execution: where employers should start, why change management makes or breaks an Individual Coverage HRA (ICRA) rollout, and what advisors need to stop assuming if they want to stay relevant as the market shifts. If you’re an HR leader, business owner, broker, or benefits consultant trying to reduce renewal chaos while improving employee choice, this conversation gives you a practical map and clearer language for what’s changing and why. Subscribe for more interviews on the future of health benefits, share this with a colleague who’s stuck in renewal season, and leave a review with your biggest question about ICRA or defined contribution benefits.

September 15, 202634 min

EP 553 Change Leadership That Actually Works - with Leslie Ellis

Your plan can be “on time and on budget” and still be headed for failure. We sit down with Leslie Ellis, founder of Meaningful Change Consulting, to get brutally clear on why complex change initiatives derail even when leadership teams believe they’re doing everything right. If you’ve ever watched a transformation turn into a flurry of templates, communications, and training while the real problems stay untouched, this conversation names what’s missing and what to do about it. We dig into the difference between change management tasks and true change leadership: making trade-offs visible, building shared clarity, and developing the capability to execute. Leslie introduces a simple diagnostic that instantly sharpens decision-making: is the constraint ability (skills, tools, bandwidth, execution capacity) or alignment (coherence, commitment, and coordinated action)? We also unpack a critical nuance that saves teams months of wasted effort: alignment is not agreement, and chasing consensus can slow change more than any skeptic. Friction comes up for a reason. Leslie reframes tension as “strategic tension,” the raw material of organizational change, and explains how curious leaders use it to create commitment instead of short-term compliance. You’ll hear a real digital transformation turnaround where everything looked green on the dashboard, yet the team was drowning, and a two-day reset brought clarity, realistic expectations, and better outcomes. If you lead change in the employee benefits industry or any high-stakes environment, you’ll leave with a Monday-morning checklist and a leadership mindset reset. Subscribe for more conversations like this, share the episode with a colleague who’s living through a messy rollout, and leave a review so more leaders can find it.

September 8, 202635 min

EP 552 When Brokers Become ERISA Targets - with Ron Peck

The next big lawsuit headline in employee benefits may not name the employer first. It may name the broker. We sit down with Ron Peck, Chief Legal Officer at The PHIA Group, to make sense of rising ERISA fiduciary liability pressure on self-funded health plans and the advisors who support them. The twist Ron keeps coming back to is that the legal “ingredients” have been around for years, from retirement plan cases to suits targeting TPAs and other service providers. What’s changing is the target list, plus the creativity of plaintiffs’ firms applying an established ERISA playbook to health plan cost drivers and vendor relationships. We get practical about what actually creates fiduciary status: discretion, control, and decision-making power over plan assets or administration. A disclaimer in a contract helps only if our behavior matches it. That leads to concrete safeguards brokers can use immediately, like documenting options, clarifying who makes the final call, and keeping our own records so a client can’t later say “my broker made all the decisions.” From there, we connect fiduciary duty to cost containment basics that often get ignored, including subrogation and other recovery programs where leaving money on the table can look like a failure to follow plan terms and a failure of prudent asset management. Finally, we zoom out to what’s next: PBM transparency pressure, out-of-network claims governance, and an emerging No Surprises Act risk where plans pay through the federal process when the claim never qualified. If you advise employer-sponsored health plans, this conversation is a must-listen for staying valuable without accidentally becoming the decision-maker. Subscribe, share this with a colleague, and leave a review with the biggest fiduciary risk you think advisors are underestimating.

June 2, 202633 min

EP 551 Cybersecurity Reality Check - with Daniel Metcalf

Cybercriminals don’t need to “hack” our systems when they can trick someone into handing over access, and AI is making those tricks more realistic and scalable. We talk with Daniel Metcalfe of Cyberfin about where benefits advisors are most exposed and the layered, practical steps that reduce breach risk while still letting teams use AI responsibly. • why employee and employer data is “gold” to attackers • how advisors get used as a pathway to bigger targets • why MFA and antivirus alone don’t stop social engineering • where agencies are most vulnerable today: email credentials and tool connections • what “layered” user-based protection looks like in real life • why password managers change the social engineering game • how ongoing security awareness training finds gaps faster than annual check-the-box training • why cloud storage is not the same as encrypted backups • how AI is already being used inside agencies without formal approval • practical AI wins that avoid sensitive data and improve efficiency • what client expectations are becoming in an AI world and why relationships still matter

May 26, 202624 min

EP 550 Mindset Over Benefits - with Lizzie Benton

The fastest way to waste a benefits budget is to ignore the beliefs running the workplace. If employees aren’t engaging with expensive benefits plans, the problem may not be the coverage or the vendor list. It may be the everyday mindset that shapes trust, motivation, and how safe people feel speaking up. We sit down with Lizzie Benton, founder of Libertymind, to unpack what “mindset” really means inside an organization and how it quietly becomes culture through habits, language, and leadership norms. We explore why values on a wall don’t matter if the lived experience signals control or suspicion, and how a transactional employer-employee relationship can drain performance even when the perks look generous. Along the way, Lizzie shares practical ways to build trust through authenticity and vulnerability, including the simple power of saying “I don’t know, but I’ll find out.” For employee benefits advisors and small business owners, we get concrete about what to watch for: the phrases leaders use about their teams, the emotional “temperature” when you walk into an office, and the subtle signs that disengagement is baked into the system. We also challenge the “more benefits equals better results” assumption by focusing on intrinsic motivation: autonomy, agency, growth, and meaningful impact. Finally, we look ahead at the AI workplace and why culture, communication, and human connection become even more important as mundane work gets automated. If you want better employee engagement and better benefits ROI, press play, then subscribe, share this with a colleague, and leave a review with the culture signal you think advisors should never ignore.

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