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Insurance Software Podcasts

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We live in a world where our civilization and daily lives depend upon institutions, infrastructure, and technological substrates that are _complicated_ but not _unknowable_. Join Patrick McKenzie (patio11) as he discusses how decisions, technology, culture, and incentives shape our finance, technology, government, and more, with the people who built (and build) those Complex Systems.
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Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy. Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out. Eddie got his start in insurance ...
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Strata Studios

StrataPT

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Strata Studios is the best resource to help you grow your PT or OT Clinic. StrataPT combines your EMR and Billing into one automated system to increase revenue and achieve a 99.99% reimbursement rate for Physical, Occupational, or Speech Clinics. Recently, StrataPT was ranked the #1 Ranked EMR and Billing System in Outpatient Therapy & Rehab from KLAS Research Book a demo with our team today 👉 stratapt.com
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Digital & Business Transformation | Customer Experience | Leadership | Innovation This podcast goes beyond theory. It brings you real-world experiences from best-in-class experts who explore the intersection of people, technology, and measurable business results. Hosted by Gregorio Uglioni—global transformation leader, keynote speaker, and recognized authority in Customer Experience (CX)—each episode features insightful conversations with top executives, innovators, and changemakers. Discove ...
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Auto Futurecast

Chris Kirby

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Leaders from the automotive, mobility and technology industry sit down with Chris Kirby to talk about the latest trends and innovations shaping the future of mobility. Chris' extensive automotive experience coupled with his relaxed style provides a great forum for guests to speak openly and share their insights. This is the podcast that brings you automotive pioneers who go beyond the headlines to uncover what's really happening in the industry right now.
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Welcome to The My Practice My Business Dental Podcast. I'm Dr. Rob Thorup, Clinical Director at MPMB. In our podcast shows we help dentists profit and thrive with excerpts from The Clinical Business of Dentistry Training here at MPMB.This podcast is dedicated to helping dentists and their teams reclaim forgotten profitability in dentistry, and to learn business skills specifically designed for dental practices. We look forward to your subscription, and we hope you let your colleagues know ab ...
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Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently. ...
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The Structural Engineering Channel

Mathew Picardal, PE, SE & Alex Daddow

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The Structural Engineering Channel (TSEC) focuses on helping structural engineering professionals stay up to date on technical trends in the field. Our hosts for the show, Mathew Picardal, PE, and Alexander Daddow, PE, CDT, interviews engineers ranging from recent engineering graduates to professionals from top engineering organizations on professional development topics for structural engineers to facilitate career advancement. Topics covered include but are not limited to performance-based ...
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Designed & engineered specifically for Dental Practices. Adit is the only dental software that integrates Calls, Texts, Emails, Patient Forms, Online Scheduling, Analytics, Reviews, Payments and more, all in one place! These features are all manageable within Adit's centralized platform, along with detailed insights on all marketing campaigns – Google Ads, social media marketing, or even billboards and flyers. https://www.adit.com
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XDuce Corporation

XDuce Corporation

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XDuce provide develop solutions that help businesses expand enhance productivity and strengthen data security. We deliver software development and enterprise app development for banking, insurance, healthcare, and non-profit industries.
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Jenesis Software

Jenesis Software

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Way back in 1991, Eddie Price, an entrepreneur by nature, started his own insurance agency, Carolina Insurance, in the small town of Forest City, NC. As the agency grew, Eddie realized that if he was going to continue to grow and service customers the way they deserved to be serviced, he would need to move from the world of paper to the world of technology. He would probably need an agency management system. He decided what he wanted in a system and off he went . . . exploring all the system ...
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Surviving AI with Carlo Thompson

Carlo T | Job Automation & Workforce Future

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Let's be honest: Your company is already planning how AI will replace you. They're not evil. They're practical. AI is faster, cheaper, and doesn't need health insurance. The only question is whether you'll see it coming and adapt—or be blindsided like millions before you. I'm Carlo Thompson, Distinguished Engineer. I've spent two decades building the networks that now power AI. I understand this technology from the inside, and I'm here to translate it into survival strategies you can actuall ...
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Pet Business Spotlight

Pet Business Insurance

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Shining a light on the people, tools, and trends shaping the pet industry. Each episode of Pet Business Spotlight features candid conversations with entrepreneurs, software innovators, and service providers making waves in pet care — from grooming vans to scheduling software and beyond. Whether you're a seasoned pro or just starting your pet business journey, this podcast delivers insight, inspiration, and practical advice.
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The Synopsis

Speedwell Research, LLC

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Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening tod ...
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KONPARE is a tool to compare, save & buy student health insurance. It is exclusively designed for overseas education consultants. Easily integrate KONPARE widget in your system & start earning commission. Just one click to sign-up. Try today!
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Conversations on the Creek

Duck Creek Technologies

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Hosted by Rob Savitsky and a rotating cadre of Duck Creek employees, Conversations on the Creek is the insurtech podcast series where we interview thought leaders about how the latest insurtech is transforming the P&C insurance industry. New episodes drop the second Tuesday of each month.
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Financial Fitness with The Money Doctor is a weekly, hour-long National radio show devoted to helping individuals and small business owners better understand their finances and the psychology involved in why we make the decisions we do, how it affects our relationships, our sense of self-worth, and most importantly what we have the power to DO about it! Even prior to this current, highly timely expansion including with BBS Radio TV, which is syndicated to every major audio portal on the worl ...
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Dental Billing Academy

eAssist Dental Solutions

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An eAssist Dental Solutions podcast for experienced or aspiring dental billers! Check out interviews with the very best in the dental industry to share dental billing best practices, software tips, and more. Buckle up for all the amazing tips and bags of tricks for maximizing your dental billing role in your practice! To learn more about eAssist Dental Solutions, visit dentalbilling.com
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Conversations on all things benefits including trends, innovations, new technologies, and idea to help associations create more value for members, employees, and their families. Catch all the latest insights from the official podcast for the Concourse Benefits Platform, hosted by Marc Palud, one of the Co-Founders and Chief Marketing Officer of Concourse Benefits LLC. A benefits game-changer, the Concourse Benefits Platform is a comprehensive, end-to-end, customizable benefits management eco ...
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The Legal Toolkit

Legal Talk Network

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Welcome to the Legal Toolkit, where you'll get the latest trends and business initiatives that help your law firm everyday. Hear from the experts setting the standards for the legal, insurance, and law enforcement industries. You're listening to the Legal Talk Network!
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Ransomware, cyberwarfare, supply chain hacks—today’s headlines are full of dire warnings related to cybersecurity and digital transformation. But where are the solutions? LET’S CONVERGE is a podcast dedicated to exploring the ways top business and tech leaders are meeting today’s complex security challenges. Join thought leaders from Tanium, an industry innovator in security software, as they discuss the latest cyber trends and strategies with C-suite executives, CISOs, CIOs, and an array of ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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Core CPAs & Advisors

Core CPAs & Advisors

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Core CPAs & Advisors is a proactive firm assisting entrepreneurs, small businesses and its owners to structure & grow. Our professionals will elevate your knowledge and give you the confidence to structure your business and personal finances to create, and manage your wealth. Our team of professionals have over 100 years of practical expertise and have a passion for you our clients, and future clients.
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Welcome to People in Insurance: Changing the Conversation Join us as we delve into the dynamic intersection of diversity, culture, and technological innovations within the insurance industry. Listen in as Host, Sarah Myerscough, Chief Ideas Officer at Macaii, sits down to talk with trailblazers, thought leaders, and innovators who are reshaping the very fabric of insurance. Here, we bring you stories that not only redefine the narrative but also offer a fresh perspective on the evolving land ...
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Smalltalk Reflections

David Buck and Craig Latta

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The Smalltalk programming language is not only the first pure object oriented language, but has been the birthplace for many of today's best practices in software development including agile methods, design patterns, unit testing, refactoring and incremental development. In the Smalltalk Reflections podcast, David Buck and Craig Latta guide you through the world of Smalltalk covering topics from basic object oriented principles to software testing, version control and deployment techniques. ...
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Clinical research and clinical trial management form the backbone of drug and device approvals worldwide. Learn from the leading industry experts to build and advance your clinical research career. You'll hear from sponsors, clinical research organizations, and clinical trial sites around the globe. This show is for all current and aspiring clinical research professionals including clinical research associates (CRA), clinical operations managers, study managers, biostatisticians, medical doc ...
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Epicenter brings you in-depth conversations about the technical, economic and social implications of cryptocurrencies and blockchain technologies. Every week, we interview business leaders, engineers academics and entrepreneurs, and bring you a diverse spectrum of opinions and points of view. Epicenter is hosted by Sebastien Couture, Brian Fabian Crain, Friederike Ernst, Meher Roy and Felix Lutsch. Since 2014, our episodes have been downloaded over 8 million times.
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Insurtech Unscripted | with Ali Safavi

Ali Safavi (CEO | COVU, Inc.)

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Welcome to COVU's Insurtech Unscripted, the ultimate podcast for insurtech enthusiasts. Join our host, Ali Safavi, as we dive deep into the world of insurtech – from its fascinating past to its current state and the exciting future ahead. This podcast is all about educating and engaging with the insurtech community. We'll be discussing the ins and outs of insurtech, including the valuable insights, the lessons learned, the mistakes made, and the numerous opportunities it presents, particular ...
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Be a Smarter Homeowner

Beth Dodson and John Bodrozic

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Welcome to Be a Smarter Homeowner podcast, where hosts, Beth Dodson and John Bodrozic are dedicated to helping you save money and get organized while managing, maintaining, protecting, improving, and eventually buying or selling your largest financial asset and biggest expense, your home. Discover how easy it is to be a smarter homeowner. Having worked with homeowners for over 20 years, your co-hosts are two of the three co-founders of HomeZada, a digital home management software platform th ...
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A Step-By-Step Guide to Reinventing You and Your Business You and every entrepreneur, at one time or another in your career, face any or all of the following: You’re stuck. You’ve outgrown who you are, what you do, why you’re doing it, and who you’re doing it for. You want to do something new that has more impact and joy…but don’t know what it is… You need a reinvention. You’re okay with your current business but need a total upgrade—better offers, higher-ticket products, and better customer ...
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Bad Decisions is the podcast that helps marketers understand why we choose what we choose, why we think what we think, and how to exploit this stuff for fun and commercial gain.
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The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by financial services industry veterans, John Morgan, and Scott Stathis. Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and John really love music and enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is t ...
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Step into the future with us, where each episode ascends into the realm of innovation across diverse sectors. The Altitude Podcast from Eagleview is your gateway to the stories of pioneers who are redefining the boundaries of their fields . We sit down with the trailblazers and thinkers – those who dare to look at the world from a new perspective and ask, "What if?" Hosted by Eagleview CEO Piers Dormeyer, every episode brings you an insightful conversation with a mover-and-shaker, that will ...
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Allergy Free Hustle Podcast

Nicole Farquharson

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Have you ever thought of getting to know the person(s) behind the allergy free brand, business and/or service? Well, this is the podcast you have been waiting for! Join Chief Allergy Free Hustler Nicole Farquharson, a long time alternative health enthusiast for your weekly episodes of Allergy Free Hustle Podcast as it shines the spotlight on founders, creators, owners, administrators, managers of allergy free brands, businesses and services. Allergy Free Hustle features interviews with inspi ...
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The VIP Podcast

Elizabeth Ward

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Are you a business owner, entrepreneur, or innovator looking to protect your intellectual property and drive business success? The VIP Podcast, hosted by Elizabeth Ward, is your go-to resource for navigating the complex world of intellectual property law, business innovation, and commercial growth. With a focus on real-world expertise and practical insights, we explore how businesses can safeguard their valuable assets—trademarks, copyrights, patents, and more—while leveraging them for strat ...
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In this episode, host Brian Crain is joined by Gracy Chen, CEO of Bitget, to discuss the exchange's rapid ascent and its ambitious roadmap for 2026. Gracy shares her journey from a mathematics background and journalism into the C-suite of a top-tier exchange, detailing Bitget's growth from a team of 150 to over 2,200 employees. She outlines the con…
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This week on Strata Stories, Part 2 of Dana Strauss’s "State of the State," she breaks down the uproar around the “professional” designation, dispels common myths about what it means for the DPT, and connects it to the real issue beneath the surface: how education costs, loan caps, and workforce access intersect. In Part 2, she covers: ✅ What the d…
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Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Rafael Broshi, co-founder and CEO of Notch, to explore the journey from early startup ideas through pivotal transformations in the world of SaaS and AI. Rafael Broshi shares his unique career path—from years in the Israeli army to product management, hedge funds, …
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In this Dialogue episode of The Synopsis, we discuss 8 mistakes many investors make (and what do do instead), while also plugging our new newsletter. 8 Key Mistakes Investors Make YouTube Video SpaceX YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ …
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Patrick McKenzie (@patio11) reads his latest Bits about Money essay explaining why he “loves Regulation E more than any rational person does.” He explains how Reg E created a privately-administered legal system processing over 100 million complaints annually—dwarfing the formal U.S. court system—and why banks are now trying to avoid these obligatio…
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Send us a text Today’s episode is… honestly, it’s personal. Because bullying in dentistry isn’t just “someone being mean.” Bullying in dentistry becomes: fear-driven decision-making, silence when people should speak, compliance when something is wrong, and retaliation when someone asks questions. And I want to say something upfront: This isn’t an a…
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Jason and Michael Zuber identify health, mobility, and relationships as three vital assets that hold more value than financial wealth. They emphasize that while money acts as a magnifier of existing habits, it cannot compensate for a body that has been neglected or injured through high-stress lifestyles or extreme physical activities. Drawing paral…
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Season 1 Break - AI Physical Infrastructure and adoption We've spent years warning about AI taking jobs. The predictions have been dire—knowledge work, creative work, analytical work, all at risk. The consensus: it's coming fast, maybe faster than we can adapt. But there's a massive variable that most AI forecasters are ignoring: the physical infra…
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Financial Fitness With The Money Doctor with Frances Rahaim, Ph.D. "The Money Doctor", Special Edition - Equal vs Equitable and How to "Win" All in one place: Dr. Frances Rahaim and attorney Christopher Anderson (New Leaf Family) explore how to make the “un-marrying” process human, fair, and financially grounded. From titles and intimidation, to th…
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This interview,Live from LEAD-26 in Zurich, links real leadership lessons to lived experience. Fabian, a CIO and ultra runner, talks limits, psychological safety, and practical steps. He also shares a clear, cautious view on generative AI and a smart fast follower strategy for regulated organizations. Key Learnings: Admit leadership limits: Openly …
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Our annual year-in-review episode covers some recurring themes from 2025 and some behind-the-curtains discussion of running a podcast. Patrick McKenzie (patio11) sits down with producer Sammy Cottrell to discuss the most popular episodes of the year, the impact of AI coding tools, the challenges of video podcasting, Sammy's role as a "fixer" findin…
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This Flashback Friday is from episode 575, published last September 30, 2015. We break closing costs down into small pieces to support Jason's #1 rule of investing, thou shalt become educated. Understanding which costs are fixed and which are variable will help you to protect yourself and allow you to become your own best advisor. We take the confu…
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Building an insurance agency from the ground up is a journey marked by continuous learning, adaptability, and prioritizing authentic relationships within both the agency and the wider community. Jarette Sampson of Dial Insurance in North Carolina shares his path from starting as a newcomer to becoming a highly respected agency with enduring staff a…
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AI threatens 300 million jobs globally. But 5.5 million new US businesses launched in 2023—the highest ever recorded. What's going on? Episode 5 of Surviving AI explores the entrepreneurship explosion happening alongside automation—and why business ownership might be your best defense. THE NUMBERS THAT DON'T ADD UP: 19% of US adults now identify as…
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By the end of this episode, you'll have a number—your personal automation risk score. Then we'll tell you exactly what to do about it. Episode 6 of Surviving AI gives you the comprehensive assessment framework combining: O*NET task analysis The Four Protection Factors Stanford exposure metrics Microsoft AI applicability scores THE 100-POINT ASSESSM…
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In this episode, hosts Sebastien Couture, Brian Crain, and Friederike Ernst gather for their annual wrap-up to discuss the end of the "infinite money glitch": the era where tokens traded at billions without proven product-market fit. They explore the 2025 "spring cleaning" that devastated the altcoin market and the quiet, efficient entry of web2 in…
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Jason and Michael provide a strategic roadmap for achieving wealth through real estate in 2026. They emphasize that cultivating a resilient mindset is the primary requirement for success, urging newcomers to ignore negativity and embrace the risks inherent in entrepreneurship. They highlight the importance of finding a balance between careful marke…
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Risk-based monitoring has been discussed in clinical research for more than a decade, yet many organizations still struggle to implement it in a meaningful and effective way. In this episode of the Clinical Trial Podcast, we sit down with Dr. Artem Andrianov, a leading expert in clinical data quality and risk-based quality management, to unpack wha…
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Welcome back to The SaaS CFO Podcast! In this special end-of-year episode, host Ben Murray is joined for the third time by Jim Williams, Managing Director at GLC Advisors, for an in-depth update on the state of the software M&A and capital markets. Ben Murray and Jim Williams dive into what's really happening in SaaS dealmaking, cutting through the…
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In this Dialogue episode of The Synopsis, we discuss CoreWeave and some changes coming to the podcast. CoreWeave YouTube Video Five Minute Money Newsletter Sign Up ~*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link. ~*~ For full access to all of our updates and in-depth research reports become a Speedwell M…
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Financial Fitness With The Money Doctor with Frances Rahaim, Ph.D. "The Money Doctor", Dr. Alexander Kucherov, Affording Fertility Treatment, full hour special! Watch the full, uncut hour of conversation between Dr. Frances Rahaim — The Money Doctor — and Dr. Kucherov from Illume Fertility. Together they unpack the real-life challenges families fac…
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Live from LEAD-26 in Zurich. Stephan Siegrist is a professional alpinist. He says leadership means taking the lead when situations are uncomfortable. In mountaineering one person often needs the next rope length and must make small decisions by the centimetre and larger choices every half hour. Some choices are life threatening. On a recent Nepal e…
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In this episode, host Sebastian Couture is joined by Ismael Hishon-Rezaizadeh, CEO of Lagrange, to explore the intersection of frontier cryptography and national security. Ismael discusses the transition of zero-knowledge (ZK) technology from a "token-centric" crypto tool to a vital component of defense, specifically focusing on its role in securin…
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This Flashback Friday is from episode 541 published last July 13, 2015. Massive shifts in the world economy are coming and may be as soon as 2020. The United States has the unique opportunity to take charge of the change through technological breakthroughs that will lead us down the utopian path. In addition, the U.S. is still the best country in w…
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White-collar workers with degrees are getting automated faster than blue-collar workers without them. Here's the data that proves it—and what to do about it. In Episode 2 of Surviving AI, we expose the paradox destroying the "get a degree, get a job" myth: → Pharmacists (PharmD + licensing): 60-75% automation risk → Electricians (apprenticeship + l…
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Everyone asks "Will AI take my job?" Wrong question. The right question is "WHEN?" Here's the month-by-month breakdown through 2035. Episode 3 of Surviving AI gives you the specific timeline for every major industry—so you can plan, not panic. PHASE 1 (NOW - 2027): 76,440 jobs already lost to AI in 2025 IBM: 8,000 layoffs (AI replaced HR) Customer …
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You spent $200K on a degree to do work that ChatGPT does in 3 seconds. How does that feel? Episode 4 of Surviving AI delivers the uncomfortable truth about white-collar automation—with specific data for data scientists, lawyers, and accountants. DATA SCIENTISTS: Microsoft study: On the "40 most vulnerable jobs" list 35-50% of tasks at immediate ris…
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By the end of this episode, you'll know if your job has 24 months or 10 years left. Most of you? 24 months. In this premiere episode of Surviving AI, we break down the cold, hard data on AI job displacement—no fear-mongering, no hype, just facts from academic studies and industry reports. We cover: → The Cashier Crisis: Why 88% automation risk mean…
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For this week's holiday-inspired Complex Systems, Patrick reads his essay from Bits about Money on the gift card paradox: a legitimate payments rail, yet also a primary vector for fraud that leaves victims without recourse. – Full transcript available here: www.complexsystemspodcast.com/gift-cards-and-the-fraud-supply-chain/ – Sponsors: Givewell & …
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Today's 10th episode, Jason Hartman and mentalist David Jaison discuss the importance of intuition and body language in negotiations and lie detection, exploring techniques for recognizing truthful emotions through micro-expressions and behavioral inconsistencies. They covered the origins of body language analysis and its application in both virtua…
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This week on Strata Stories, Part 1 of Dana Strauss’s "State of the State" breaks down what’s happening at the federal level and what it means for rehab therapy right now. Dana cuts through the policy noise and shows how these programs and models actually affect clinics on a day-to-day basis. In Part 1, she covers: ✅ The most important federal prog…
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Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Aviv Frenkel, Co-Founder and CEO of Moonshot AI, to explore the fascinating journey from Israeli media personality to leading an innovative SaaS startup. Aviv Frenkel shares how his background as a radio DJ and television journalist ultimately inspired him to dive into…
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While the conversation around the electric vehicle (EV) revolution typically gravitates toward battery range or autonomous driving software, a significant yet often overlooked challenge remains. The physical installation of EV chargers presents a major bottleneck in infrastructure rollout. Traditional installation methods are fraught with complicat…
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Jason and Michael critique predictions of a housing market crash, arguing that current data contradicts "doomer" narratives. They highlight that inventory levels and months of supply are significantly lower today than during the 2008 financial crisis, making a massive price collapse unlikely. The speakers emphasize that government intervention and …
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Hear branding advice that shifts focus from "better" to "different." David Brier explains how branding is the art of differentiation. He shows why brands that only tweak visuals fail, and shares real cases: a failed Jaguar rebrand and a successful Napa Fresh relaunch. Learn practical steps and imagination tools. About David Brier David Brier, known…
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This Flashback Friday is from episode 532 published last June 22, 2015. Laurence Kotlikoff is a second time guest to the Creating Wealth show and has a lot to share on the subject of economics and Social Security. Laurence Kotlikoff is a William Warren FairField Professor for Economics at Boston University and recently released a book entitled, Get…
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Fresh off the launch of the Ignition Chain and a successful community-led $61M token sale, Aztec Network co-founder Zac Williamson joins Friederike Ernst to unpack the "existential" journey of building programmable privacy. Zac opens up about the "sacrificial altar" moment where the team decided to kill their live product, Aztec Connect which had 6…
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Temporary works engineering requires creative problem solving to manage construction challenges in bridges and infrastructure projects. This episode explores practical strategies and emerging technologies shaping this dynamic field. Listeners will gain valuable insights for engineering smarter temporary structures. The post Innovation in Temporary …
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Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Michael Salorio, founder and CEO of Solentrex, an ambitious new player in the solar industry bringing an all-in-one, AI-driven ERP platform to residential solar companies. Michael Salorio shares his journey from a finance and wealth management background to building a cutti…
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