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Heads Up Adviser

John Sbrocco, Craig Lackheads-up-adviser.simplecast.com
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/
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Episodes

Motivation Is A Muscle

Reserve your seat at Virtue Health Stop-Loss Webinar Date / Time : Tuesday, July 5 @ 2 pm EST. Only 39 seats left >> CLICK HERE You make goals to close 20+ clients… but then you procrastinate. You write a to-do list that includes daily cold calls, publishing articles every week, and creating a marketing campaign… but then you don't follow through. And this happens again and again and again. Seriously, what's the problem? Why are brokers so good at thinking of what to do but so terrible at ...

Jul 04, 202229 minEp. 102

Summer Prospecting Strategies For Brokers

Reserve your seat at Virtue Health Stop-Loss Webinar Date / Time : Tuesday, July 5 @ 2 pm EST. Only 39 seats left >> CLICK HERE Summertime. And the livin' is easy... This is what the next two-three months will look like for most brokers - including the incumbents. Of course, they will justify it with the BS stories that C-level executives often ghost brokers, cancel meetings, and don't have time to deal with healthcare plans before Q3/Q4. Top-performers want their competitors to take a bre...

Jun 27, 202235 minEp. 101

Why Traditional Stop-Loss Fails Your Prospects And Your Brokerage

SHOW SPONSOR - VIRTUE ALLIANCE. Reserve your seat at the next Virtue Alliance webinar: "Why Traditional Stop-Loss Fails SMBs And Gets Brokers Fired." >> CLICK HERE Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco CLICK HERE TO CLAIM YOUR SESSION Business owners don't expect strategy planning discussions from healthcare brokers until September, if ever. Usually, the pitch resembles - look what we have, what we can do, and how we ...

Jun 20, 202232 minEp. 100

Hide And Seek With Insurance Profits: How Insurance Companies And HMOs Hide Profits Of SME Sector

Show sponsor www.virtuealliance.com - discover how to convert Fully Insured prospects into Self-Funding. Get a long-term solution for a long-term strategy. The CEOs of America’s seven largest publicly traded health insurance companies cumulatively earned more than $283 million in 2021 — by far the most of any year in the past decade. Yet, every year most small-to-medium sector companies receive a compelling explanation as to why their plan was unprofitable for the insurer, followed by a 10%-30% ...

Jun 13, 202231 minEp. 99

The Great Resignation

Sign up for the Virtue Health Consortium webinar Date / Time: Tuesday, Jun 7 @ 2 PM EASTERN TIME https://virtuealliance.com/why-traditional-stop-loss-fails-smbs-gets-brokers-fired/ The number of voluntary separations, or quits, currently equal 4.4 million. That means 1.9 openings for every unemployed American, according to Bloomberg. By impacting the entire job market, this problem stays on top of the mind of CEOs, CFOs, and HRs. Should this topic be part of every prospecting call you make? We'r...

Jun 06, 202230 minEp. 98

Disqualifying Meeting With A Prospect

Kobe Bryant once said: "A lot of people say they want to be great, but they're not willing to make the sacrifices necessary to achieve greatness." So what does it take to become a great, fearless closer in the brokerage business that views pressure as a new opportunity and knows how to grow their book of business in any market condition? The same thing top athletes do to become champions. You've got to make the moves that no one expects from you - neither your competitors nor your prospects. TUN...

May 30, 202236 minEp. 97

Toughen Up! - How To Get Comfortable With Uncomfortable Conversations

What breathes dread into more healthcare brokers than almost any other process in their business? Facilitating uncomfortable conversations. Oddly enough, most conversations that are followed by the sale ARE uncomfortable. And if you want to increase your book of business this year, you should make them part of your daily routine. How do you do that? We'll tell you in a minute... TUNE IN for the weekly episode of the Heads Up Adviser Show: "TOUGHEN UP: HOW TO GET COMFORTABLE WITH UNCOMFORTABLE CO...

May 23, 202244 minEp. 96

Market Crash: How Can Brokers Prepare

"Crisis comes later than you predict it, but earlier than you expect it." The inflation soars to a 40-year high, consumer confidence dips, and the Federal Reserve looks on track to hike rates at the fastest pace since 2005... The U.S. economy may have just staged its fastest recovery from a recession in history — a notable feat after a crisis as catastrophic as the coronavirus pandemic — but that rebound hasn’t stopped forecasters, investors, and consumers alike from fearing that another downtur...

May 16, 202236 minEp. 95

Find Your Niche - For Insurance Brokers

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C 4. Subscribe on Youtube https://bit.ly/2QVutkY 5. Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk If everybody is doing it one way, there's a good chance you can find your niche by going exactly in the opposite ...

May 09, 202226 minEp. 94

How Productive Brokers Prepare For Meetings

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C 4. Subscribe on Youtube https://bit.ly/2QVutkY 5. Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk These days, your prospects are busy enough with their regular work. So when meetings are bad, disorganized, or do...

May 02, 202235 minEp. 93

Setting the Hook - A Blueprint For The First Meeting (Insurance Brokers)

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C 4. Subscribe on Youtube https://bit.ly/2QVutkY 5. Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk ---- It's no news that a great first meeting with your prospect determines your business relationships. Successfu...

Apr 25, 202242 minEp. 92

Broker's Internal Dialogue

High achiever brokers know that success depends on the way they lead conversations. Not just with prospects, clients, or vendors... Let's talk about the conversation going on in the broker's mind. What is yours like? Is it friendly? Meaningful? Or does your mind sabotage your work and act like the worst competitor? Tune in to this week's Heads Up Adviser episode: "Broker's Internal Dialogue" with John Sbrocco and Craig Lack. Here's what we cover: ✔️ How to keep yourself challenged ✔️ Do you hang...

Apr 18, 202231 minEp. 91

Inspiration Over Motivation (for Insurance Brokers)

Insurance is a tough game to play, definitely not for the faint-hearted. Even the best producers can feel demoralized in unfortunate situations. But skilled agents know it's important to keep pushing forward because the next call might be the yes they need. How do these top producers find the will to pick up the phone after one too many rejections? Join John Sbrocco and Craig Lack in talking about "Inspiration Over Motivation" on this week's Heads Up Adviser show. Here's what we'll cover: ✔️ How...

Apr 11, 202224 minEp. 90

Tax Assessment For Healthcare Brokers

Reserve your spot for the webinar "Why Traditional Stop Loss Fails SMBs and Gets Brokers Fired" with John Sbrocco on Apr 5. >> https://virtuealliance.com/why-traditional-stop-loss-fails-smbs/ Download the special report for this episode: "HOSPITAL PRICES: UNSUSTAINABLE AND UNJUSTIFIABLE" >> https://virtuealliance.com/hospital-prices/ --- How long have you been in business? If it's longer than a year, your company is probably overpaying up to 30-50% in taxes. Do you want to keep it th...

Apr 04, 202239 minEp. 89

How To Manage, Market and Automate Your Brokerage Business

Reserve your spot for the webinar "Why Traditional Stop Loss Fails SMBs and Gets Brokers Fired" with John Sbrocco on Apr 5. >> https://virtuealliance.com/why-traditional-stop-loss-fails-smbs/ Download the special report for this episode: "HOSPITAL PRICES: UNSUSTAINABLE AND UNJUSTIFIABLE" >> https://virtuealliance.com/hospital-prices/ Being a healthcare broker and managing a healthcare brokerage business are two different activities. It takes more than owning a company to call it a "b...

Mar 29, 202230 minEp. 88

The Pot Of Gold For Healthcare Brokers

Download the special report for this episode: "HOSPITAL PRICES: UNSUSTAINABLE AND UNJUSTIFIABLE" >> https://virtuealliance.com/hospital-prices/ You've probably noticed that broad conversations no longer spark prospects' interest. If you want to influence the decision-making process - which every sales process is connected to - you need to debunk the myths, get specific about the industry numbers, and bring real-life examples to the table. This week John Sbrocco and Craig Lack give you some...

Mar 22, 202232 minEp. 87

Playing Long Game vs Short Game in Brokerage Business

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C 4. Subscribe on Youtube https://bit.ly/2QVutkY 5. Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk -------- We know that there is no such thing as "overnight success" in the healthcare brokerage business. There i...

Mar 14, 202233 minEp. 86

You're growing. But are you scaling?

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C Subscribe on Youtube https://bit.ly/2QVutkY Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk When healthcare brokers talk about growing their income, they usually want to increase the number of clients - not thei...

Feb 21, 202233 minEp. 85

Close Sales Faster With Behavioral Intelligence

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C Subscribe on Youtube https://bit.ly/2QVutkY Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk ---- Behavioral Intelligence is the application of skills and abilities to explain existing behaviors accurately , pred...

Feb 14, 202239 minEp. 84

The 4 Communication Styles For Brokers with Hannah Bacaron

1. Discover The Virtue Health Consortium - A New Way To Self-Funding. Arrange a one-on-one call with John Sbrocco https://bit.ly/3fVvipK 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C Subscribe on Youtube https://bit.ly/2QVutkY Subscribe and Listen to Heads Up Adviser Podcast https://apple.co/35GRMDk Join Heads Up Adviser Show for the episode "THE 4 COMMUNICATION STYLES FOR BROKERS." This live episode is delivered by ...

Feb 07, 202248 minEp. 83

Successful Broker's Checklist 2022

Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO ARRANGE A CALL Whether you over or underperformed in Q4 last year, we're now in 2022 - which is the new starting point for all of us. Working smarter has always been a universal element in every success formula. It takes a willingness to do what your unsuccessful competitors won’t do! Come and see what’s on the Checklist. John Sbrocco and Craig Lack are back with the new Heads...

Jan 24, 202231 minEp. 82

Season Of Gratitude & Crypto Insights For Brokers

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME This time we celebrate Gratitude as the basis of all future success, remember the ups and downs of 2021, and uncover some interesting insights on the crypto market. Join John Sbrocco, Craig Lack and Matt Aranton for the episode "The Season of Gratitude." Here's what we'll cover: ✔️ This year's s...

Nov 23, 202139 minEp. 81

Market Update: Healthcare And Beyond

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME We've witnessed dramatic changes in the market in the past few months, and as Q4 is well under way, it's not getting any easier... Whether you think that the new data will impact your business or not, it will for sure impact the prospects and their decision-making. Join John Sbrocco and Craig La...

Nov 15, 202133 minEp. 80

Health Savings Account - Stepping Stone or Stumbling Block

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME Have your prospects and clients asked you about Health Savings Accounts yet? If not, they will, soon. When implemented successfully, HSA can: ✔️ lower health insurance premiums ✔️ get triple tax savings ✔️ be health insurance carrier-neutral ✔️ have savings for the future Seems like a dream deal...

Oct 11, 202136 minEp. 78

Why Your Prospects Say No

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME - 𝐖𝐚𝐬 𝐢𝐭 𝐭𝐡𝐞 𝐰𝐫𝐨𝐧𝐠 𝐭𝐢𝐦𝐢𝐧𝐠? 𝐖𝐚𝐬 𝐦𝐲 𝐩𝐫𝐨𝐩𝐨𝐬𝐚𝐥 𝐧𝐨𝐭 𝐠𝐨𝐨𝐝 𝐞𝐧𝐨𝐮𝐠𝐡? 𝐃𝐢𝐝 𝐈 𝐬𝐩𝐞𝐚𝐤 𝐭𝐨 𝐭𝐡𝐞 𝐫𝐢𝐠𝐡𝐭 𝐩𝐞𝐫𝐬𝐨𝐧? These and other questions we scroll in our heads after every single "NO" from the prospect. However, great brokers know that the reje...

Oct 04, 202130 minEp. 77

First Meeting Conversation Script

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME Will Rogerts once said: "You never get a second chance to make a good first impression." As brokers approach the 4th ( and the most important ) quarter of the year, they start battling for the same prospects and clients. The algorithm is simple: those, who are better prepared, win the battle. Jo...

Sep 28, 202147 minEp. 76

Don't Wait For The Renewal

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO CHOOSE DATE / TIME Don’t wait to go speak to your clients until they have the carrier renewal. The competition is calling your clients and offering to explain how it’s possible to control healthcare costs… instead of just reacting to another rate increase. Right? Has your broker been out here to hear your frustrat...

Sep 14, 202121 minEp. 75

Business And Life Are A Paradox

Arrange a one-on-one call with John Sbrocco and Crystal Hoarau. Learn the Virtue Health Consortium process https://bit.ly/3fVvipK They say the biggest lies are based on the truth, at least in part. No wonder why most people tend to ignore obvious signs of being misguided in business and life. This week John Sbrocco and Craig Lack will tell you how to find an "elephant in the room" and learn to question ordinary perceptions. TUNE IN for the latest episode of the Heads Up Adviser Show - "Business ...

Aug 24, 202119 minEp. 73

High Stakes Advising 2021 Recap

Meet Virtue Health - a private group purchasing consortium that allows employers share risk, control costs and increase benefits - with ease. CLICK HERE to book a call with John Sbrocco and Crystal Hoarau >> What is the "crocodile brain" and why is it important? How to put yourself in a position of status with your prospect? How to set up tension, intrigue, and emotion in a meeting? The answers to these and other important questions were given at High Stakes Advising 2021 . This week John ...

Aug 17, 202134 minEp. 72

Catchy, Irresistible, Intriguing Sales Hooks

First - CLICK HERE to Register for the FREE WEBINAR "Virtue Health Consortium" - A Blueprint For Attracting & Retaining Self-Funded Business In 2021. ----- What do you have to do to sound different, to be different, to disrupt the automatic response that's built-in every prospect meeting? John Sbrocco and Craig Lack will give a checklist for your next renewal or prospecting meeting in the Heads Up Adviser Episode "Catchy, Irresistible, Intriguing Sales Hooks." The prospecting time machine: h...

Jul 19, 202133 minEp. 71
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