Heads Up Adviser
158 episodes - English - Latest episode: 5 months ago - ★★★★★ - 29 ratingsHeads 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
"Thank You For Your Business" - Thanksgiving Special
November 22, 2023 14:14 - 20 minutes - 18.5 MBThanksgiving is just around the corner, and on this special episode of the Heads Up Adviser Show, John Sbrocco and Craig Lack are serving up something truly meaningful. Join an insightful discussion on how to make gratitude a year-round practice with your clients and prospects. ____ Want more Heads Up Adviser? 🏆 Become an Insider → https://headsupadviser.com 🎙️ Podcast → https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg 💡 Blog → https://bit.ly/headsupadviser 📺 Youtube → ht...
Broker's Rally Cap - How To Finish The Year Strong
November 13, 2023 12:35 - 20 minutes - 18.6 MBReady to ignite your motivation, supercharge your energy, and secure those game-winning prospects in Q4 / 2023? John Sbrocco and Craig Lack curated expert insights and motivational tips to empower you to finish the year strong. Picture this – turning the tide, snatching deals out of the jaws of defeat, and wrapping up Q4 like a champ. Yeah, that's the vibe, and this episode is your backstage pass to making it happen. Get ready to absorb real talk and insider tips on how to be the hero who ...
Money Smart - Tax Strategies For Brokers - with Eric Nghiem
July 24, 2023 14:09 - 24 minutes - 22.5 MB👉 Your journey to financial wisdom and entrepreneurial success starts now! Join Eric Nghiem, Tony J. Hughes, Amanda Holmes, and a community of like-minded professionals who are ready to make a real impact in the brokerage business. Reserve your spot today for High Stakes Advising 2023 - The #1 Sales & Marketing Event For Healthcare Brokers. Click the link below to secure your place at this must-attend event. 📅 Date: Aug 14-15, 2023 📍 Location: Hard Rock Hotel & Casino, Florida 🔥Register...
Converting Fully Insured Prospects - with Chad Burdo
July 17, 2023 17:00 - 25 minutes - 23.2 MBCLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >> ______ Meet Chad Burdo at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL Tired of the same old "save 15% in 15 minutes" pitch? So are your corporate clients! Luckily, Chad is here to save the day. With years of experience under his belt, he's seen it all and overcome every challenge this indus...
Broker's Guide: The Renewal Meeting
July 03, 2023 13:07 - 35 minutes - 32.1 MBCLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >> ______ Meet Gary Bender at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL Benefits renewal season is not that far away. And this year, it may get complicated. Healthcare brokers that plan to maintain their book of business this year must safeguard their renewal strategy for the September - O...
Meet The CFO - with Gary Bender
June 28, 2023 10:34 - 36 minutes - 33.6 MBCLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >> ______ Meet Gary Bender at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL ______ Ever wondered what differentiates various types of CFOs? Curious about the ins and outs of their roles? Need tips on how to actually get these financial wizards in a room? 🤔 Look no further! In this eye-opening epi...
2023 Reports For Your Health Insurance Renewal Meeting
June 19, 2023 15:28 - 24 minutes - 22.1 MBClick Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL ___________ Click here to download "2023 Milliman Medical Index" >> Click here to download Sunlife Report - "High-Cost Claims And Injectable Drug Trends Analysis." 🎙️ Tune in to our latest podcast episode: "2023 Reports For Your Health Insurance Renewal Meeting"! 📈💰 Discover the secrets behind high-cost claims and gai...
The Numbers Behind A Winning Self-Insured Plan - with Kevin O'Kane
June 12, 2023 12:36 - 44 minutes - 41.1 MBClick Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL _____ Download "Broker's Guide To Mastering ChatGPT >> Get prompts for social media campaign and email marketing campaign for brokers. _____ 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 confiden...
ChatGPT For Brokers
June 06, 2023 13:44 - 24 minutes - 22.7 MBJoin The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL Discover the Prospecting Sales, and trends for insurance brokers to dominate the market in the next 5 years. Immerse yourself in 2 days of non-stuffy expert intense learning and networking sessions delivered by industry leaders in healthcare, marketing, business, sales, and more. CLICK HERE to reserve your spot. ___________ ChatGPT h...
Prospecting In Recession For Insurance Brokers - with Lydia Bishop
May 30, 2023 13:55 - 29 minutes - 27.4 MBJoin The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL Discover the Prospecting Sales, and trends for insurance brokers to dominate the market in the next 5 years. Immerse yourself in 2 days of non-stuffy expert intense learning and networking sessions delivered by industry leaders in healthcare, marketing, business, sales, and more. CLICK HERE to reserve your spot. ______ CLICK HERE To D...
Skyrocket Your Sales Performance - with Wendy Weiss
May 22, 2023 09:36 - 27 minutes - 25 MBDiscover the Prospecting and Sales trends for insurance brokers to dominate the market in the next 5 years. Join The #1 Sales and Marketing Event For Healthcare Brokers - High Stakes Advising 2023 🗓️ AUG 14-15 | 2023 🔖 Hard Rock Hotel and Casino, Hollywood, FL 🕊️ Super Early Bird Tickets are currently available at a 61.5% discount! CLICK HERE to grab your ticket before the Super Early Bird flies away! _____ Anyone can have a good sales month — but a high-performing salesperson and sales...
Freelance Fever: A Smart Way To Outsource Marketing & Sales For Brokers
May 15, 2023 17:18 - 36 minutes - 33.7 MBIf you’ve never done it before, figuring out how to hire a freelancer can be a bit overwhelming. Should you hire a freelancer from your own network? Use a freelance platform like Fiverr or Upwork? Or maybe there is some secret method to hire a freelancer that you don’t know about yet? In this episode, John Sbrocco, Craig Lack, and Margo White talk about the nuances of outsourcing your daily tasks to freelancers and the obstacles you might face along the way. TUNE IN for this week's episod...
How To Revive Last Year's Prospects
May 08, 2023 11:33 - 28 minutes - 25.8 MBDiscover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy >> CLICK HERE TO JOIN THE MASTERCLASS Don't feel like cold-calling lately? Here's an idea: let's pull the list of prospects you pitched last year. The ones you never called back after they stated they're planning to continue doing business with the incumbent.... "I prospected them for two years straight. They were not ready for major change at first, plus their Fully Insured renewal was quite "okay.". But th...
Explore True Wealth - with Bret Magpiong
May 01, 2023 13:12 - 40 minutes - 36.9 MBDiscover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy >> CLICK HERE TO JOIN THE MASTERCLASS Join the waitlist for Bret Magpiong's book "The Delta Theorem" coming out on May 23rd >> CLICK HERE TO JOIN THE WAITLIST __________ Becoming truly wealthy starts by coming alive, making a difference, and creating value. And when we add value, we generate wealth — only this is the kind of wealth that integrates the financial with the mental, spiritual, relational, physical, ...
How To Progress Through Your Network
April 24, 2023 12:51 - 21 minutes - 19.6 MBDiscover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy >> CLICK HERE TO JOIN THE MASTERCLASS You've probably heard the saying: "Your network is your net worth." That's because networking is a crucial aspect of professional development and career progression. It can help you connect with industry experts, potential mentors, and job opportunities. However, building a strong network can be daunting, especially if you are new to the field or lack experience. ✔️ Get a ...
Broker's Gambit
April 17, 2023 14:49 - 34 minutes - 31.8 MBJoin Virtue Health LIVE Workshop - "A New Strategy For Selling Self-Funding In 2023" >>CLICK HERE TO REGISTER NOW In this thrilling episode of "Insurance Broker's Gambit," listeners are taken on a captivating journey into the fast-paced world of insurance brokerage business. Drawing inspiration from the popular TV series "Queen's Gambit," this podcast episode gives clear instructions to brokers who plan to beat the competition and win the game. Queen's Gambit provides a great analogy for...
Spring Cleaning Your Business: Tips for a Fresh Start This Easter Season
April 10, 2023 11:00 - 23 minutes - 22 MBStart Spring Cleaning Your Business by joining Virtue Health LIVE Workshop - "A New Strategy For Selling Self-Funding In 2023" >>CLICK HERE TO REGISTER NOW ______ CLICK HERE To Download "Broker's Guide To Get Past The Gatekeeper" ______ With spring in full swing, it's the perfect time to give your brokerage business a thorough cleaning and get it in shape for the rest of the year. In this episode, John Sbrocco and Craig Lack will share practical tips and strategies for spring cleaning ...
How To Follow Up Without Being Annoying
April 03, 2023 11:30 - 17 minutes - 15.7 MBCLICK HERE To Download "Broker's Guide To Get Past The Gatekeeper" In the world of the healthcare brokerage business, we have bigger prospects, multiple decision-makers, and a much longer sales cycle. Thus, following up with prospects can make or break a deal. Surprisingly enough, many brokers still struggle with the art of following up - they either come off too strong, or they don't follow up enough, which results in missed opportunities. In this episode, Craig Lack reveals the best p...
Brokers vs Gatekeepers
March 27, 2023 09:21 - 28 minutes - 26.2 MBClick Here To Download "Broker's Guide To Get Past The Gatekeeper" >> _______________ The people you really need to get a meeting with have people paid to be skeptical of meeting with you. Essentially, gatekeepers hold the key to B2B sales success for brokers. If you can't convince a gatekeeper you're important, you can kiss the sale goodbye. If this is something you struggle with, have no fear. In this episode, John Sbrocco and Craig Lack will uncover some methods and statements to help...
Claims: How To Control Them
March 20, 2023 12:32 - 32 minutes - 29.5 MBHealthcare brokers play a vital role in helping clients understand and navigate the claims process and resolving any issues that may arise. In this episode, Craig Lack explores the ins and outs of health insurance claims from broker's standpoint. He addresses some common misconceptions about health insurance claims and how preparation work factors into the claims process. Whether you're a healthcare broker looking to improve your skills or a consumer looking for guidance on how to navigate...
The Art Of Business - with Hollywood Acting Teacher Jocelyn Jones
March 13, 2023 12:30 - 28 minutes - 26 MBWant more Heads Up Adviser? 🏆 Become an Insider → https://headsupadviser.com 🎙️ Podcast → https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg 💡 Blog → https://bit.ly/headsupadviser 📺 Youtube → https://www.youtube.com/headsupadviser 🌐 Facebook Group → https://bit.ly/huagroup 📖 Broker's Guide → https://virtuealliance.com/28-reasons/ 🎓 Webinar→ https://bit.ly/sfstrategy2023 🪩 Work with us - https://virtuealliance.com/demo/ ________ Jocelyn Jones is one of Hollywood's most prized...
Speak Up! - with Peter George
March 06, 2023 11:20 - 31 minutes - 29.3 MBPublic speaking in the brokerage business can be a huge lead-generation source. It can quickly expand your influence, build authority, and help you reach the C-Suite without extra effort. However, sometimes, the only thing that stands between you and your audience is fear. Luckily, our guest Peter George knows how to overcome it. As an award-winning author, public speaking coach, speaker, and podcast host, Peter specializes in helping professional public speakers, authors, consultants,...
Choose Your Words Carefully
February 27, 2023 11:41 - 17 minutes - 15.6 MBCLICK HERE TO DOWNLOAD "6 Habits Of Top-Performing Brokers." Sales Insights Lab analyzed 23,900 sales conversations, comparing the conversations of top performers to those of everyone else. Learn what the top reps are doing differently to set themselves apart and consistently exceed their sales targets _______ Words are more powerful than you can imagine, so it is essential to choose them wisely. They can carry us to far-off, unique places, help us close deals, build the book of business,...
Why Changing Your Circle Can Make You Rich
February 20, 2023 13:40 - 34 minutes - 32 MBCLICK HERE TO DOWNLOAD "6 Habits Of Top-Performing Brokers." Sales Insights Lab analyzed 23,900 sales conversations, comparing the conversations of top performers to those of everyone else. Learn what the top reps are doing differently to set themselves apart and consistently exceed their sales targets ___________ They say you're the average of 5 people you spend most of the time with. You are surrounded by those ideas, belief systems, and... lifestyles. Are you struggling to awaken you...
6 Habits Of Top-Performing Brokers
February 13, 2023 14:47 - 33 minutes - 30.5 MBThere is a staggering difference between an average broker and a good one. Average brokers hit their quota - most of the time - while good ones don't just consistently hit; they have blow-out months and quarters. However, a lot of the broker's time goes into the busy work, and only a small percentage of the day-to-day is spent actually selling. This raises the question that John Sbrocco and Craig Lack are going to answer in this episode: How can you become a Top Performing Broker? Th...
Escaping Groundhog Day - with Bill Utnage
February 05, 2023 13:00 - 43 minutes - 40 MBBrokers may not relive the same day as literally as the fictional Phil Connors, but repeating a mistake can certainly feel like an unfortunate case of déjà vu. In this episode, Craig Lack and Bill Utnage share a step-by-step process to escape Groundhog Day, talk about the Referrability Roadmap, how to transform your brokerage company, and create the business you have always dreamed of! Key Points of This Discussion: ✔️ "The Referability Roadmap." - to-the-point instructions on how to b...
Building An Ultimate Sales Machine For Brokers
January 30, 2023 13:47 - 32 minutes - 29.5 MBTUNE IN for this week's episode of the Heads Up Adviser Show: "Building An Ultimate Sales Machine For Brokers." In under 30 minutes, John Sbrocco and Craig Lack highlight key sales and marketing strategies for running and turbocharging a successful brokerage business. Get insights on: ✔️ How to develop your "core story" ✔️ Topics for digital assets to boost your conversion ✔️ Outbound marketing that leads to sales ____ Want more Heads Up Adviser? 🏆 Become an Insider → ...
CEO/CFO/HR Meeting Scripts To Change Your Sales Game
January 23, 2023 15:31 - 33 minutes - 30.5 MBThe insurance broker business is challenging. It's time-consuming and filled with rejection. And if you reach the right lead, you'll have very few precious moments to explain the value of your option to them properly. In this episode, John Sbrocco and Craig Lack compiled 3 powerful scripts for your upcoming meetings with CEOs, CFOs, and HRs. Tune into a masterclass from experts with over 50 years of combined experience in the health insurance business. With these templates, you can star...
B2B List Building: How To Generate Contact and Sales
January 16, 2023 13:01 - 30 minutes - 28.3 MBAs B2B sales become increasingly sophisticated these days, brokers need to invest greater time and resources into outbound marketing and targeted lead generation. B2B list building aims to create a highly accurate and targeted list. You don't want to spend weeks or even months emailing a lead on your list only to realize that this person isn't a good fit for your product or that they're no longer working at the company. In this episode, we'll uncover some of the best strategies to help you...
New Year 2023, New Me
January 09, 2023 14:00 - 45 minutes - 41.5 MBNew Year's resolutions tend to be made in contrast to our existing habits. Bad habits stick with people because they have immediate benefits, like making us feel better in the short term. Everybody wants "NOW" - i.e. quick, almost guaranteed results, even if they are brought by the habits that damage life, health, and career. Most people tend to overestimate how easy it is to change their behavior. They calm their inner doubts with the promises to achieve their goals "one day," and this da...
Combo Prospecting - with Tony J. Hughes
January 02, 2023 14:52 - 50 minutes - 46.7 MBSalespeople are so focused on being busy instead of being productive that they have no time to close the deals! 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 Awarded by Top Sales World) COMBO PROSPECTING on the Heads Up Adviser Show. Learn how to leverage different marketing channels and your sales exper...
The Backyard of The Ranch - With Ed Jacobson & Hobson Carroll
December 26, 2022 14:40 - 51 minutes - 47.5 MBThis 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. Ed and Hobson underline the fact that emotional and political and religious influences on our system have a bearing on how much we spend on healthcare in this country. They remember the times when suddenly, there was a cas...
The Insurance Ranch Part III - with Ed Jacobson
December 19, 2022 14:36 - 50 minutes - 45.8 MBWhat is the TPA revenue from all sources? How much do providers get? Why the healthcare system isn't built to cure? These and other questions were raised in our conversation with Ed Jacobson. Get ready for the final - Part III - of "The Insurance Ranch" with Ed. Grab your favorite drink, a pen, and paper, and take notes for your ultimate meetings in 2023. In the final chapter of "The Ranch," we'll cover: ✅ What is the reasonable ROI for a TPA? ✅ Uncovering every single fee behind a ...
The Insurance Ranch Part II - with Ed Jacobson
December 12, 2022 14:15 - 25 minutes - 23.7 MBWant more Heads Up Adviser? 🏆 Become an Insider → https://headsupadviser.com 🎙️ Podcast → https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg 💡 Blog → https://bit.ly/headsupadviser 📺 Youtube → https://www.youtube.com/headsupadviser 🌐 Facebook Group → https://bit.ly/huagroup 📖 Broker's Guide → https://virtuealliance.com/28-reasons/ 🎓 Webinar→ https://bit.ly/sfstrategy2023 🪩 Work with us -> https://virtuealliance.com/demo/ Some time ago, I was hanging out at the ranch with the l...
The Insurance Ranch Part I - with Ed Jacobson
December 05, 2022 17:26 - 26 minutes - 24.6 MBEdward Jacobson has been involved in the Design and Third Party Administration of self-insured employee benefit plans since... 1975. We invite you to take a walk with us on "The Insurance Ranch." This episode is filled with training, advice, and wisdom direct from Ed's Texas ranch right to you. The employer said: "God, I love these numbers! The logic is unquestioned. I don't want to do it." So I asked, "Why don't you want to do it?" He was the CFO. He responded, "Because I don't w...
The Attitude of Gratitude (Thanksgiving Special)
November 21, 2022 14:38 - 27 minutes - 25.5 MBOn eventful days, gratitude flows seamlessly like a stream. But how do you feel grateful when you don't have obvious reasons for it? Join John Sbrocco and Craig Lack for a special Pre-Thanksgiving episode of the Heads Up Adviser Show: "THE ATTITUDE OF GRATITUDE." We cover: 🍁 How gratitude impacts your income & results 🍁 Natural progression of events in the brokerage business 🍁 Present moment awareness _ Want More Heads Up Adviser? 🏆 Become an Insider → HeadsUpAdviser.com 🎙️...
Burnout Recovery For Brokers And Advisers
November 14, 2022 13:40 - 29 minutes - 27.3 MBShow sponsor: Virtue Health. DOWNLOAD the latest KFF 2022 EMPLOYER HEALTH BENEFITS SURVEY that uncovers the numbers behind: premiums and worker contributions self-funding facts cost drivers of health insurance high-deductible health plans ____ Prospecting. Renewals. Countless meetings. Vendors. Providers. New deals. Rejections. Uncomfortable conversations... All of these events put brokers and advisers on an emotional rollercoaster, which may lead to burnout right in the middle of t...
Pitch to the CFO - with Gary Bender
October 31, 2022 14:04 - 39 minutes - 35.7 MBℹ️ THIS THURSDAY - Use our deck and self-funded solutions for your competitive advantage, Win Self-Funded cases, and convert prospects from Fully Insured with ease. CLICK HERE TO REGISTER FOR THE WEBINAR _____ "For years, people lived at almost double-digit growth. As long as you could grow, the market rewarded you. The growth hides a lot of errors. In today's reality, I see 2023 being worse than 2022. Some CFOs absolutely agree with me; we're all very pessimistic right now. We hear abo...
How TO Handle A Self-Funded Renewal
October 17, 2022 13:04 - 35 minutes - 32.4 MBℹ️ THIS TUESDAY - Use our deck and self-funded solutions for your competitive advantage, Win Self-Funded cases, and convert prospects from Fully Insured with ease. CLICK HERE TO REGISTER FOR THE WEBINAR When renewal season comes around, most employers are seeking the same thing – 💰cost savings. 💰 It's also that wonderful time of the year when your competitors start actively approaching your existing customers, putting you and your agency at risk during the renewal meeting. What is the pro...
A Path From Broker To Adviser - with John Millen
October 10, 2022 13:57 - 40 minutes - 37.3 MBℹ️ THIS TUESDAY - Use our deck and self-funded solutions for your competitive advantage, Win Self-Funded cases, and convert prospects from Fully Insured with ease. CLICK HERE TO REGISTER FOR THE WEBINAR Learn how to remain motivated, hungry for new opportunities, and provide a better self-funding experience to your clients. John Millen, the Co-Founder and Managing Partner of the "Millen Group," made most of Virtue Health's training and turnkey program. 🎙️This week he joined us on the spe...
E+R=O Success Formula For Brokers
September 26, 2022 12:29 - 22 minutes - 21 MBHAPPENING THIS THURSDAY @ 2 PM EST - A NEW STRATEGY FOR SELLING SELF-FUNDING TO EMPLOYERS IN 2023. Gain access to the new sales deck that helps convert even the most skeptical prospects into long-term, loyal customers. Reserve your spot on the next Expert Session by Virtue Health. Learn how to overcome objections, grab attention, and convert new business from Fully Insured to Self-Funded with a team of experts right by your side. CLICK HERE >> ____________ When healthcare brokers don't li...
Selling Self-Funding To Blue Collar Prospects - with Chris Hopfer
September 19, 2022 10:59 - 34 minutes - 31.9 MBCLICK HERE TO DOWNLOAD THE FULL CASE STUDY FOR THIS EPISODE. 120 Employee Family Owned Company with 2 different plans had just got a 29% renewal rate from the fully insured carrier when they first reached out to our group. Employees – most of whom were living paycheck to paycheck – could no longer afford the overpriced and complicated healthcare plan. READ MORE >> ________________________ HAPPENING THIS THURSDAY @ 2 PM EST - A NEW STRATEGY FOR SELLING SELF-FUNDING TO EMPLOYERS IN 2023. G...
How To Win New Business - With Redmond Sherwood
September 12, 2022 12:13 - 37 minutes - 34.3 MBWe created Virtue Consortium to help you overcome each and every objection you will have with your prospects this fall. Learn how we help our top-performing brokers win new business, retain existing clients, and get an increased commission. Join Virtue Consortium LIVE Webinar with John Sbrocco this Tuesday, and discover "A New Strategy For Selling Self-Funding To Employers In 2023." Over 450 brokers registered. RESERVE YOUR SPOT NOW >> ___________________ Download Redmond Sherwood's Case...
The Renewal Meeting
September 05, 2022 12:38 - 35 minutes - 32.1 MBSHOW SPONSOR - VIRTUE ALLIANCE Join the webinar "Group Purchasing Stop-Loss As Broker's Competitive Advantage in 2023." Tuesday, Sep 13 / 2 pm EST. CLICK HERE TO REGISTER >> CLICK HERE TO DOWNLOAD Virtue Health Case Study - 400-EMPLOYEE HEALTHCARE COMPANY EXPANDING ACROSS THE US Benefits renewal season is officially upon us. And this year, it may get complicated. Healthcare brokers that plan to maintain their book of business this year must safeguard their renewal strategy for the ...
Amazon Care Shutdown: Latest Update For Healthcare Brokers
August 29, 2022 13:32 - 33 minutes - 31 MBCLICK HERE TO DOWNLOAD Virtue Health Case Study - 400-EMPLOYEE HEALTHCARE COMPANY EXPANDING ACROSS THE US In February, Amazon announced plans to expand Amazon Care to 20 additional cities, including New York, Chicago, Miami, and San Francisco. Less than 6 months later, the plans dramatically changed: Amazon will shutter the service after Dec. 31. This event took the market by surprise, leaving many companies, brokers and clients with questions... Today we're going to answer so...
Getting to "WHY?"
August 22, 2022 12:42 - 34 minutes - 31.7 MBCLICK HERE TO DOWNLOAD Virtue Health Case Study - 400-EMPLOYEE HEALTHCARE COMPANY EXPANDING ACROSS THE US "I thought the meeting went great. My presentation includes our company's history, location, experience, the logos of the clients we've won... Why does the prospect keep screening my calls after that?" (a typical question in a broker's daily life). Let's clarify: discovery work is not about the broker. It's now about helping a prospect discover something about themselves, namely...
5 Years Anniversary - Special Episode
August 15, 2022 12:42 - 27 minutes - 25.6 MBCLICK HERE TO DOWNLOAD Virtue Health Case Study - 400-EMPLOYEE HEALTHCARE COMPANY EXPANDING ACROSS THE US This week we publish a special anniversary episode celebrating FIVE YEARS of broadcasting the Heads Up Adviser show. These years brought us over 200 episodes and tens of thousands of downloads, putting us in the Top 30% of the podcast rating globally. We watched the growth and development of our fellow brokers and received incredible reviews on the show. Join John Sbrocco and Craig...
The Numbers Game
August 08, 2022 12:32 - 22 minutes - 20.4 MB"Sales is the numbers game" - we've all been told that many times. What this statement refers to is that more activity leads to more sales. But this still leaves you with questions like: ❓ What type of activity? ❓ How much activity? ❓ Is it possible to improve the outcomes from the action? Of course, if you are going to play the numbers game, you have to KNOW the numbers. Crazy, right? Yet many brokers don't track any metrics at all. We created this episode to change this patt...
The 3 Phases Of Being A Broker
August 01, 2022 12:52 - 35 minutes - 32.8 MBReserve your seat at Virtue Health Stop-Loss Webinar Date / Time: Tuesday, Aug 2 @ 2 pm EST. Only 56 seats left >> CLICK HERE Regardless of how many years you spent prospecting and closing deals - you still may be in the first, second, or third phase of being a broker. Want to know where you're at? John Sbrocco and Craig Lack definitely know the answer to this question. TUNE IN for this week's episode of the Heads Up Adviser Show - "The 3 Phases Of Being A Broker."" We'll cover:...
How To Create Sales Pipeline For B2B - with Tony J. Hughes
July 25, 2022 14:21 - 43 minutes - 40.1 MBShow sponsor - Virtue Health - the Stop-Loss Purchasing Consortium that allows you to share risk. You're joining a group of like-minded employers that are binding by the same risk-management strategies. Get your 30 minutes with John Sbrocco and Crystal Hoarau >> CLICK HERE ------- "Don't confuse being ignored by being rejected" - Tony J. Hughes Statistically, salespeople spend 70% of their time on things that can be done by a tech. This means that every person who has not leveraged the ...