Building a Whole Health Strategy: Insights from Adam Moret

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. Resources Mentioned: 2026 On the Pulse Report⁠: Insights on Employee Benefits Trends – Download this free report for forward-looking trends in employee benefits, including data-driven funding shifts, healthcare costs, and mid-market strategies. Visit imacorp.com to connect with the IMA team and learn more about building smarter employee benefits. Listen and Subscribe: Share this episode with a fellow HR leader and subscribe to On the Pulse with IMA on your favorite podcast platform for more practical insights. Have questions or topics you'd like covered? Reach out via imacorp.com. 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