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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

00:29:48

How To Eat Your Way To Success

Heads Up Adviser ·

2020/04/20

Did you ever think that your immune system, energy, productivity, and results of the day can be dependent on what you ate for breakfast?It's no news that a healthy mind can only live in a healthy body. However, most diets and meal plans do not take into consideration that people could have a JOB and a busy schedule... We've decided to fix this unfortunate misunderstanding between the healthy lifestyle coaches and insurance brokers, and invited Nikki Cohn-Byrd, who understands both sides of the

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00:39:10

How To Run A Benefits Webinar

Heads Up Adviser ·

2020/04/13

DOWNLOAD THE FREE WEBINAR SWIPE FILE HERE 👉 https://headsupadviser.com/webinar-swipe-file/ Many people don't even realize how they can leverage webinars for their healthcare business. Maybe it's too complicated. Maybe there's a fear of talking on camera. There's no other logical explanation you wouldn't use an instrument that can: ✔️ Earn money in your literal sleep (run the webinar once and sign them up for a replay) ✔️ Save you loads of time (especially on prospecting) ✔️ Allow you to perfect

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00:53:07

How To Sell Via Zoom Conference with Jess Todtfeld

Heads Up Adviser ·

2020/04/06

Just like we use "Google it" to tell a person to look for something online, the equivalent of a face-to-face talk can soon be replaced with "Did you ZOOM it?"You need to be familiar with the ethics, rules, standards, and practical tools that will turn your ZOOM meeting into a real-life experience.Jess Todtfeld is one of the leading communication and media training authorities in the US, who holds the Guinness record for being interviewed most times. He joined us on the Heads Up Adviser Show to talk

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00:42:28

A Mind For Sales with Mark Hunter

Heads Up Adviser ·

2020/03/30

"Most people come reacting to the week. I want you to be proactively controlling the week." The speaker, consultant, and author of 2 bestselling books on sales - Mark Hunter - is convinced that you CAN predict the outcome of your week by the way you start it. After a mindblowing success of his "High-Profit Prospecting" and "High-Profit Selling," his new book, "A Mind For Sales," is dedicated to the rituals and habits that most successful salespeople follow on a daily basis.Today Mark Hunter is

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00:29:30

Direct Contracts vs Bundle Procedures

Heads Up Adviser ·

2020/03/23

Dutch Rojas is one of those in the front line, who went into the business of direct contracts and bundle procedures. Today, he's sharing his honest experience of dealing with the clients, prospecting tips, and that thing he heard from a large Fortune 500 company.TUNE IN for the latest episode of the Heads Up Adviser Show - "Direct vs Bundle with Dutch Rojas" to get the answers to major questions about direct contracts and bundle procedures, in a casual manner. Here's what we cover: 💠 What is the

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00:41:25

What Is Proactive Reference Based Pricing with Robyn...

Heads Up Adviser ·

2020/03/16

In the latest episode of the Heads Up Adviser Show [Proactive Reference-Based Pricing], John Sbrocco interviews Robyn Jacobson on her 12-year experience in designing RBP Plans.Here's what we cover: The Reference-Based Pricing (RBP) in simple termsWhat is pricing discrimination in RBP Plans, and how it affects both employers and hospitalsThe fair reimbursement strategy for the RBP PlanSafe harbors and dealing with the balance billsWANT MORE USEFUL CONTENT FOR INSURANCE BROKERS? Here are the next

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00:29:59

Sales vs Marketing

Heads Up Adviser ·

2020/03/09

"Sales IS Marketing!" - No, it's not. "I can grow my book of business just by focusing on sales / focusing on marketing!" - No, you can't.Many brokers confuse these two statements when they reach out to their prospects. They think marketing expenses are too costly, and those who finally decide to use it in their business model, expect immediate and spectacular results.And the truth is out there... Dig into the latest episode of the Heads Up Adviser Show [SALES vs MARKETING], where John Sbrocco and

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00:30:42

EMAIL MARKETING for Insurance Brokers

Heads Up Adviser ·

2020/03/02

If someone offered you to invest $1 and get $44.25 in return, you would probably consider it unrealistic or even scammy... But according to the recent data, that's how much ROI is generated by Email Marketing Campaigns, which are proudly ranked first among marketing channels. Therefore, if you're not leveraging email marketing as an insurance broker, you're missing out on an incredible opportunity of attracting, warming up, and converting your prospects into clients. Here's what we'll cover: How

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00:44:56

IN THE TRENCHES with Kevin O'Kane: The Numbers Behind...

Heads Up Adviser ·

2020/02/24

The Universe speaks in numbers, and Self-Insured Plans are no exception. Kevin O'kane, the creator of Sihra, who's been designing Self-Insured Plans for over 30 years, is confident that behind every great plan, there is a specific formula, while each failed one ignored it at some point. While one class of brokers still considers it rocket science, others follow simple but effective rules, create more protection for their clients through Self-Insured Plans, and double their brokerage income at the

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00:33:51

SALES SELF DOUBT: How To Overcome Emotions In Sales

Heads Up Adviser ·

2020/02/17

Can you imagine a couple of insignificant failures wiping off all the hard work, years of experience and all of the past wins?An emotional roller coaster haunts both new and veteran salesmen. The only difference between those two is that veterans know how to identify, control, and turn this state into their next big win. In this episode of Heads Up Adviser, the host John Sbrocco and Senior Sales Executive Zachary Jones reveal their secret sauce for everyday motivation and strategies their mentors

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00:30:25

IN THE TRENCHES with Derek Winn: Educating &...

Heads Up Adviser ·

2020/02/10

"Tell me what you know about our industry, tell me what you know about healthcare, and let's work together."Derek Winn is one of the brokers who are not afraid of having open conversations with his clients and calling a spade a spade. He leveraged his background in teaching to design an individual strategy of "negotiation through education."In this episode of the "Heads Up Adviser" Show "IN THE TRENCHES WITH DEREK WINN: Educating & [WINN]ing Clients," you'll learn what the FUTURE of sales process

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00:41:04

Sales Psychology 101 For Insurance Brokers

Heads Up Adviser ·

2020/02/03

While insurance brokers are busy searching for new psychological tricks that help understand their prospects better and close deals faster, they quickly fall into the trap of ignoring the basic principles. Don't get me wrong: it's essential to advance your sales strategy. However, it would help if you also reminded yourself that 2+2=4 before you solve a complex differential equation. The same applies to sales.That's why this week, we at the Heads Up Adviser decided to go "back to the basics" in the

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00:51:00

Combo Prospecting with Tony J. Hughes

Heads Up Adviser ·

2020/01/20

Gold Medal Winner for Best Webinar 2019!Awarded by Top Sales World, January 2020.In this episode, we discuss principles described in Tony Hughes' latest book "Combo Prospecting." You'll learn how you can leverage different marketing channels and your sales expertise to create a structured "SALES MACHINE" that attracts and converts clients into your brokerage business. We discuss in depth the following:Learn how to keep an overflowing pipeline.How to become the emotional favorite.The top selling

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00:36:28

New Year New Me?

Heads Up Adviser ·

2020/01/13

JOIN HEADS UP ADVISER FACEBOOK GROUPFOLLOW HEADS UP ADVISER INSTAGRAM PAGEVISIT HEADS UP ADVISER WEBSITELET'S MEET AT [SELF-FUNDING MASTERY] Many people in our industry choose to only learn through trial and error.They waste a lot of time and energy walking on the same paths, over and over again, while more mature brokers listen to advice, watch out the sharp edges, and spend the same time prospecting and growing their business.If you're the second type, this episode is for you.The episode is short

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00:37:42

Let's Get Specific With Hobson Carroll

Heads Up Adviser ·

2019/12/26

In this episode, I and my good friend Hobson Carroll, who is a world-class actuary, talk about specific deductibles. We dig into setting the deductible - what types of deductibles we can utilize to mitigate risks and price them appropriately.As Hobson notes, for a lot of people in today's world, the specific seems to be the most important thing, because everyone realizes that individuals have large claims, and we don't want $2 million claims hitting the budget of the employer self-insured plan.But

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00:36:42

Inside A CFO Mind with Gary Bender

Heads Up Adviser ·

2019/12/20

Join me as in this episode, I talk to my client and good friend Gary Bender. Gary is a CFO for many years, probably more than he wants to admit to, but he's been around the block and back. He understands the world the CFO’s live in.Unlike most CFO's, he's actually an owner of a company as well, so he knows the ownership side. He also runs a group called CFO Solutions, that meets on a monthly basis to talk about best practices.We talk about what is the best way to convey a message from a marketing

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00:30:16

How To Become A Student Of The Game

Heads Up Adviser ·

2019/12/19

In this episode, Craig and I walk you through the process of becoming a student of the game. You see, there’s this difference between the pros and the more experienced pros. There's always people who are better than the rest.I've admired Craig’s way of being a student of the game. I feel like I'm a student of the game. That's how I got good at things that I did.Meeting Craig and learning from him over time, I always thought: “Well, it's just a smart guy and he knows all this stuff already.”And then

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00:51:47

The Ranch With Ed Jacobson & Hobson Carroll

Heads Up Adviser ·

2019/12/18

This one is a live episode at the Ranch with Ed Jacobson and Hobson Carroll. They talk about how health insurance is treated differently as compared to other types of insurance. They also discuss how healthcare insurance has evolved in the US starting from the early 60s.They deal with different factors changing the face of healthcare insurance in the country, starting from the times when immunization drugs started to roll about and they passed Medicare and Medicaid to deal with the elderly and kids

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00:01:46

Welcome To The Heads Up Adviser Podcast

Heads Up Adviser ·

2019/11/09

This is the inaugural episode for the Heads Up Adviser podcast. This will lay the foundation for the various topics that we will cover on the podcast.--To learn more, check out The Heads Up Adviser website.

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159 results

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