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PODCAST

Heads Up Adviser

John Sbrocco, Craig Lack

Heads Up Adviser is a weekly show for top-performing insurance brokers who constantly improve their sales and marketing skills. Show hosts - John Sbrocco and Craig Lack share real-life stories, answer your questions and help you shorten your learning curve. Subscribe to the Heads Up Adviser Show today! http://headsupadviser.com/

business marketing

All Episodes

00:27:22

The Best Of Marketing For Insurance Brokers - Tony J....

Heads Up Adviser ·

2020/10/01

We took the BEST episodes on Marketing and made sure you get the information - short, to the point, and practical. Tony J. Hughes - Jeffrey Gitomer - Neal Schaffer - Mark Hunter27 minutes of PURE GOLD for insurance brokers. Welcome "The Best Of Heads Up Adviser - Marketing For Insurance Brokers".This episode covers: Combo Prospecting Approach With Tony J. Hughes: how to break through to your prospectsHow To Build Relationships With Customers - advice from Jeffrey GitomerMaster your prospecting on

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00:38:48

How To Win & Retain Self-Funded Insurance Business

Heads Up Adviser ·

2020/09/22

Would you like to get your piece of $1 Trillion / year Self-Funded Healthcare market?Today John Sbrocco will tell you how he got started in his basement several years ago and grew to a successful entrepreneur, best-selling author, and a 5-star broker on the healthcare market.This episode is filled with case studies, blueprints, and interesting stories you'll enjoy. Take a walk down the memory lane with Craig Lack and John Sbrocco, and learn how you can get involved TODAY and build your business book

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00:33:31

Stop Loss Renewal Roadmap

Heads Up Adviser ·

2020/09/14

t's THAT time of the year when brokers and underwriters should put aside their differences and start speaking the same language of BUSINESS for clients' sake. However, lots of brokers describe the process of dealing with underwriters as "painful and difficult."Luckily, Heads Up Adviser and Virtue Health team comes to save the day. And the renewal season, of course. TUNE IN for the latest episode [STOP LOSS RENEWAL ROADMAP] with leading underwriter from Virtue Health - David Kesler. David will walk

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00:42:08

What Does Fishing Teach Us About Insurance Sales

Heads Up Adviser ·

2020/09/08

It wouldn't be called "fishing" if everyone knew where the fish were. It wouldn't be called "sales" if everyone was competing on a product level only. This week John Sbrocco and Craig Lack bait the hook... and you're going with us for an exciting experience! TUNE IN for the latest episode of the Heads Up Adviser Show: "What Does Fishing Teach Us About Insurance Sales." Here's what we cover: How to get the attention of your prospectsYour benefit over the large-scale competitorsYour "fishing" (sales)

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00:51:32

SELLING OVER ZOOM PART II

Heads Up Adviser ·

2020/08/25

Sign, sealed, delivered: FRESH ideas on how to prospect & sell over ZOOM calls. This week we sat together with Craig Lack and Zach Jones to have an honest conversation on all the ups and downs, as well as lessons learned over the last 3 months, since Zoom became the only possible way of communicating with prospects and clients. Here are some important themes that we cover: How to avoid distractions and keep your prospect's attention Making that Zoom call A REAL THINGWhy online meetings are better

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00:47:42

How To Please A Millennial - with Celeste Leon

Heads Up Adviser ·

2020/08/19

Millennials are quickly filling up the C-Level positions at organizations. In simple terms, it is a group of people who were born approximately 1984 and after. You've got a chance to attract the brightest minds of the Millennial generation into your business and use their help to get more clients, improve your marketing, and increase your revenue.Therefore, understanding their mindset, motives, and values is crucial for your current and future business growth.Forewarned is forearmed. We offer you to

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00:49:33

THE RANCH with Ed Jacobson: How To Deal With A TPA

Heads Up Adviser ·

2020/08/11

"So if you've seen one TPA, you've basically seen one TPA."Ed Jacobson continues taking masks off the unfaithful participants of the healthcare market. This episode is truly something your TPA does not want you to watch, hear, or learn... and that's exactly why you should do it.TUNE IN for [HOW TO DEAL WITH A TPA] with Ed Jacobson and John Sbrocco, and learn: What's a reasonable ROI for TPA?Understanding healthcare rebates (and managing them)How to compete with lower feesBreaking down expenses and

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00:39:39

How To Create A Virtual Agency

Heads Up Adviser ·

2020/08/03

HEALTHCARE BROKERS - Arrange a virtual call with John Sbrocco. Let us help you scale your business CLICK HEREThere's no question if you should move your business online. 2020 made it non-optional. Let's just deal with it.The real question now is, how to organize all processes in B2B agency, so you could manage staff efficiently AND create a real-life experience for your clients at the same time? As always, Heads Up Adviser has got answers for you. TUNE IN to the latest episode - [HOW TO CREATE A

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00:30:53

Tax-Free Wealth For Brokers With Tom Wheelwright

Heads Up Adviser ·

2020/07/27

1. Sign Up For The Expert Session "Achieve Health Consortium"👉 https://bit.ly/34QECUV2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C What would you say if there was an opportunity to add tens of thousands of dollars to your income without writing more business?This week Tom Wheelwright, Robert Kiyosaki's tax advisor with 40+ years of experience in the field is joining us on the Heads Up Adviser Show to give an alternative

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01:16:06

Q&A with the CFO with Gary Bender (How Insurance...

Heads Up Adviser ·

2020/07/13

Do you feel like the amount of work you put into your brokerage business, does not correlate with your income, and you definitely deserve more?TUNE IN for the [Q&A with the CFO] with Gary Bender, and find out how to "hack the CFO code," stop wasting time with non-decision makers, and close more deals in a shorter time. -----P.S: So here's a question for you... Would you like to spend the next 25-30 years, learning from the trial and error, and MAYBE gain success someday - or would you like to use

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00:19:41

Jordan Belfort - Straight Line Persuasion For...

Heads Up Adviser ·

2020/07/06

Looking for a way to save the day, get the quick win, and breathe new life into your insurance brokerage business?TUNE IN for the episode with Jordan Belfort, and find out what you can expect at High Stakes Advising Event in Orange County, CA on Aug 3-4, 2020 $400 OFF special discount with the promo code WOLF at the checkout.HIGH STAKES ADVISING tickets available here >> https://bit.ly/2MS8Nml*the number of attendants is limited.

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00:32:47

GET SH*T DONE for Insurance Brokers with Jeffrey Gitomer

Heads Up Adviser ·

2020/06/29

Draw the kids and sensitive souls away from the screens.This week we're joined by the Kind of Sales: a world-class expert, who is not afraid to put the word "SH*T" in the title of his book.... Jeffrey Gitomer.Bloggers literally make videos on how to get him on the interview... because it's not an easy thing to do. He's been a public speaker, bestselling author, and consultant for over 25 years, and NEVER made one cold call... TUNE IN for the latest episode of the Heads Up Adviser show - "GET SH*T

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00:41:57

Setting The Hook: A Blueprint For The First Meeting

Heads Up Adviser ·

2020/06/22

It's no news that a great first meeting with your prospect determines your business relationships. Successful brokers should never leave it to chance and carefully design their conversation and sales pitch. However, it's not an easy job to stand out from the crowd of competitors if you use the same sales pitch they do. Luckily, this week you're going to get some NEW ideas on how to impact your prospects and get them out of the rate-driven mindset. [TUNE IN] for the latest episode of the Heads Up

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00:25:22

FANOCRACY with David Meerman-Scott: Turning Prospects...

Heads Up Adviser ·

2020/06/15

It's a paradox, but we find most connections inside the specific group by separating ourselves from the crowd.Not only do we become loyal to the brand that brought us together and find it hard to replace, but we defend our choice in front of our colleagues, friends, family, and even convince them to join in. However, is it possible to create a "tribe" in B2B business and specifically insurance, that most clients find... "boring"? Will HRs, CFOs, and CEOs discuss your brokerage company at a cocktail

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00:25:08

How To Become A B2B Influencer with Neal Schaffer

Heads Up Adviser ·

2020/06/09

Neal Schaffer's new book on Amazon https://amzn.to/3cPcMdY Meet John Sbrocco & Craig Lack at High Stakes Advising 2020 https://bit.ly/2Yii10zYou never get a second chance to make a first impression. The world is moving towards online communication, and your social media positioning is the new "suit and tie." This week a trusted leading educator in the world of social media for business - Neal Schaffer is joining the Heads Up Adviser Show. TUNE in for the episode [HOW TO BECOME A B2B INFLUENCER with

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00:33:24

Mindset. Business. Michael Jordan: Are You Getting...

Heads Up Adviser ·

2020/06/01

Why are successful business people so attracted to sports? The answer is simple: sports visualizes the rules of life better than anything else. No one has ever won a championship by just showing up on the court. There are multiple factors for winning the game, but nothing else matters unless there is practice. Every win has its formula: physical shape + mindset + goalsetting. Athletes know that each element matters, so train their mind just like they train their bodies.And at last, legends like

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00:51:00

Combo Prospecting From Home with Tony J. Hughes

Heads Up Adviser ·

2020/05/18

In the new reality, we need to create a real-life experience for our clients and prospects and learn to CLOSE ONLINE.This week, we brought you a genius in online cross-channel marketing and communication, the author of a bestselling book, "Combo Prospecting" - Tony J. Hughes. TUNE IN to an Award-Winning Episode (Gold Medal Winner for Best Webinar 2019! Awarded by Top Sales World) COMBO PROSPECTING on the Heads Up Adviser Show.Learn how to develop relationships with your existing clients, get new

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00:33:56

Why You Should Travel The World

Heads Up Adviser ·

2020/05/11

This week we're taking you on a virtual tour to Thailand. The country where most people work 10-14 hours a day for the paycheck equivalent to a cup of coffee at Starbucks. Find a new source of motivation even in difficult times, learn to experience gratitude in stressful situations, and accelerate your personal growth as a result. GET A SPECIAL EARLY BIRD DISCOUNT FOR HIGH STAKES ADVISING EVENT 2020. Special guest - Jordan Belfort. Tickets available here >> https://bit.ly/2YNYYgG1. Sign Up For The

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00:26:32

Rockefeller Habits For Building Wealth

Heads Up Adviser ·

2020/05/04

Many people believe that there's a "magic pill" that leads to success and wealth, and only the chosen are capable of finding it.But we dive deep into the biographies and interviews of those who made a fortune, we find their advice to be surprisingly simple.Years ago, before Warren Buffet, Elon Musk, and other billionaires entered the scene, John D. Rockefeller, also known as the richest man in the world, put together 10 different habits. Most of them were later shared by people from the Forbes

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00:26:51

The Ranch With Ed Jacobson EP1

Heads Up Adviser ·

2020/04/27

It's just about time to put those cowboy boots on and take a virtual tour with Ed Jacobson and John Sbrocco At The Ranch. Discussing the #1 quality that helps companies survive in the market from an expert that has sold hundreds of self funded cases.Dive deep into the specifics of how the health insurance business has changed and get practical advice on closing new deals. Learn about the distinctive benefit of self-funded plans and how to improve your sales pitch. Here's what we cover: Throwback to

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159 results

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