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How to become a new generation advisor

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On previous episodes we’ve talked about the different tools and pieces of technology that advisors can use in their practices. But, according to a study conducted by this week’s guest, before we deploy the tools we need to assure that our strategies and tactics are aligned with the four basic types of employers.

Today, we welcome Eric Rentsch, Founder and CEO of CodeSixFour, an online resource center that uses the latest research tools to help you become a “new generation benefit advisor.”

They recently undertook a fascinating study of some of the new market realities that advisors are facing today.

We invited Eric to share more about that study and what he and his company have learned from it regarding customer relations and new opportunities for custom solutions. Join us to hear Eric explain the study’s methodology, findings and conclusions.

As a bonus for ShiftShapers listeners, Eric has allowed us to give you access to the full study. Just click on the “Special Offer” button in the right-hand column of the podcast website: 

(Sponsored by MiEdge)

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at


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