Heads Up Adviser

Discover 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 n...

Discover 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...

Discover 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...

Join 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...

Start 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 episod...

CLICK 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...

Click 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. ...

Healthcare 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 healthca...

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 → 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 u...

Public 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, an...

CLICK 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....

CLICK 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 su...

There 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...

Brokers 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 Poin...

TUNE 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 marke...

The 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 yea...

As 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...

New 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 behavio...

Salespeople 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...

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. Ed and Hobson underline the fact that emotional and political and religious influences on our system have a bearing on how much...

What 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...

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 → 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 ->...

Edward 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...

On 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 mo...

Show 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 a...