If rising renewal costs, low engagement, and fragmented benefits strategies are creating pressure in your organization, this episode lays out how to move to an integrated whole health approach that actually works.
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Episode Description: Kelly Bowman sits down with Adam Moret, Whole Health Practice Lead at IMA Financial Group, to explore the evolving landscape of employee wellbeing. Adam breaks down the four pillars of whole health—physical, social, financial, and mental—and shares practical strategies for HR leaders to move beyond siloed programs toward integrated approaches that drive real impact. From reframing communications to boost engagement in hybrid workforces to addressing high-cost claims and chronic conditions, this conversation offers actionable insights for designing benefits that enhance retention, productivity, and ROI. Whether you're navigating rising renewal costs or seeking ways to personalize programs for diverse populations, Adam's expertise provides a clear path forward.
Guest Bio: Adam Moret leads IMA's Whole Health practice, managing a team of nine health and wellbeing consultants with diverse expertise. With over 13 years in the field, including roles at a Fortune 200 company and a wellness startup, Adam focuses on holistic strategies tailored to organizational needs. Based in Denver, Colorado, he's a father of two young girls, an avid skier, and a former Ironman competitor.
00:00: Introduction to whole health challenges and the four pillars
01:16: Show intro and welcome
02:02: Adam introduces himself, his role at IMA, and a fun fact
03:09: Personal chit-chat on winter activities
04:00: Defining whole health and its evolution from traditional wellness
05:53: Shift to integrated wellbeing strategies
06:33: Impact on retention, engagement, and tailoring benefits to demographics
08:03: Common pitfalls: Broad vs. targeted programs, with webinar examples
10:25: Client story on reframing meditation communications for better engagement
12:50: Measuring success: ROI, surveys, retention, and promoting total rewards
15:31: Designing programs for hybrid and remote workforces, with a 5K race example
19:01: Communication trends, apps, and using challenges to promote benefits
20:59: Misconceptions about wellbeing ROI
22:03: Bridging HR storytelling with finance’s data focus, plus fertility benefits example
23:32: Vendor evaluations and realistic expectations
25:27: Mindsets holding employers back: Balancing breadth vs. depth in programs
28:00: Upcoming trends: High-cost claims and chronic conditions
29:17: Rethinking mental health support through resource optimization and Mental Health First Aid training
31:25: Building a culture of health from leadership to middle managers
33:00: Role of technology, data, and personalization in wellbeing
34:08: Branding wellbeing programs for memorability
34:23: Must-have strategy for 2026: Focus on chronic condition management
35:10: Advice for organizations: Understand your population, include spouses, and communicate broadly
37:27: Closing thanks and show outro
