A personal encounter with the medical system led to a decision that making a difference required a different approach. So Adam Berkowitz launched an agency that takes a new-day perspective in its operations and interactions with clients.

What you'll learn from this episode:

  • The personal experience that began the process.
  • Leveraging technology to control expense and enable scaling.
  • Focusing on being educational and consultative.
  • The St. Louis market and its influence.
  • Working with the shifting mindset of clients.
SPONSOR: Captivated Health (www.captivatedhealth.com)
 
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