Back in 2014, I was at a crossroads that every consultant hits: I knew the traditional way of selling benefits was broken, but I didn’t have the playbook to build something better.

It’s a place where you feel stuck, forced to sell the “least bad” option from a carrier while managing the inevitable rate hikes for your clients.

Then I read a book that changed the entire trajectory of my career, and this week, I’m sitting down with the man who wrote it. My guest, Dave Chase, is the architect of the Health Rosetta—the blueprint that gives advisors the tools to stop managing symptoms and start fixing the problem. This episode isn’t just theory; it’s the practical, step-by-step plan that transformed my business and can do the same for yours.

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