John Sbrocco, Craig Lack

Heads Up Adviser

Business EN ↓ 158 episodes

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/

Author

John Sbrocco, Craig Lack

Category

Business

Latest episode

Dec 2, 2025

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Episodes

Barking Up The Wrong Tree: Success Is Not Arbitrary 25.05.2021

QUESTION OF THE DAY:  How do you get to profitability - massive profitability- with less work, less stress, less management of people in the insurance business?  Moreover - how can you do more of what you love, less of what you like, and none of what you hate?  We prepared some brilliant answers for you in our latest episode of the Heads Up Adviser Show.  TUNE IN for the  "Barking Up The Wrong Tre...

A Different Conversation With Your Prospects 17.05.2021

Arrange a 30-minute one-on-one call, and learn how to make this strategy work for your healthcare business >> CLICK HERE TO CHOOSE DATE/TIME Is there a way to surprise and impress prospects who've "been there, done that, seen it all?"  THINK WRONG! John Sbrocco and Craig Lack review the book  "Think Wrong" by John Bielenberg,  mixing it with their advice and case studies. Get the REAL self-help pr...

The Power Of Broker's Personal Brand 04.05.2021

Arrange a 30-minute one-on-one call, and learn how to make this strategy work for your healthcare business >> CLICK HERE TO CHOOSE DATE/TIME Is there a way to get paid MORE, increase your conversion, and set your sales on track without changing your daily routine? Learn how top professionals achieve bigger goals with less effort using the power of their name and what are essential steps to take if...

The Broker's Breakthrough 27.04.2021

Arrange a 30-minute one-on-one call, and learn how to make this strategy work for your healthcare business >> CLICK HERE TO CHOOSE DATE/TIME   Sometimes 20 years' experience in business is nothing but 1 year's experience repeated 20 times. It's easy to get caught in the wheel of "routine procedures"  when you're an insurance broker. You find the one thing that works and do it over and over again.....

No More IMQs with Hari Sundram 20.04.2021

Arrange a 30-minute one-on-one call, and learn how to make this strategy work for your healthcare business >> CLICK HERE TO CHOOSE DATE/TIME Imagine the toughest prospects in the world: no claims data 50 lives or fewer don't want to fill in the Individual Medical Questionnaires (IMQs) expect to reduce the insurance costs... How would you solve the puzzle and move them from Fully Insured to Self-Fu...

The Cold Call Legacy 12.04.2021

Meet John Sbrocco and Craig Lack on Aug 3-4, at the annual VIP event for healthcare brokers - HIGH STAKES ADVISING 2021.  Super Early Bird tickets expire soon! >> CLICK HERE TO GRAB YOURS.  Gerry Call, also known as "the insurance wingman," left lots of great stories and lessons. With his own example, he taught every person he knew how to stay persistent, believe in yourself, and never forget to ...

37 Appointments in 20 Days with Mark Fox 22.03.2021

Meet John Sbrocco and Craig Lack on the VIP Event for Healthcare Brokers - High Stakes Advising 2021. Special guest of the event - Jordan Belfort. Early Bird Tickets are for SALE! CLICK HERE   In insurance sales, as in life, tough times don't last. But those moments do feel like an eternity ( trust me... I know ). It's very rare in our industry to have someone share an honest story and let us on t...

9 Ways To Manage WSSM - Ask Your Prospects THIS (for insurance brokers) 15.03.2021

"Most clients have the blinders on. They've been buying healthcare the same way for 18 years. So the ability to expand their horizon makes you successful in the industry."                                                                                              -Craig Lack  Meet John Sbrocco and Craig Lack on the VIP Event for Healthcare Brokers - High Stakes Advising 2021. Special guest of the...

Winners Don't Quit And Quitters Never Win 22.02.2021

If you've ever been frustrated or discouraged by the rejection of your prospects, clients who left you for your competitor, and market changes - we've prepared something special for you.  Listen to the inspiring discussion on the big fails of people who refused to give up, and get energized to follow your dreams. Learn how they made history, changed the course of business and lives of millions of...

Not All Goldfish Are Created Equally 16.02.2021

As Dr. Nido Qubein says, "There are oceans of " sameness, " lakes of " differentiation ," and pools of " distinction ."  Part of your role in becoming professional is to figure out how to shine in the pool of distinction."                                                                                                   - Craig Lack How far are you willing to go to expand your pool of business? Is...

Prospecting with PEPYP for Healthcare Brokers 01.02.2021

PEPYP is a Secret Prospecting Tool that top-achiever brokers use in negotiations on a daily basis.  Learn why lowering healthcare costs is not always a way to get an agreement, what you should know about your prospect before the meeting, and how to leverage numbers to create a proposal "they can't refuse."  TUNE IN  to the latest episode of the Heads Up Adviser Show  [PEPYP - WHY IT'S IMPORTANT WH...

A Practice Guide To Seeing The Future 18.01.2021

Most businesses think on a monthly or quarterly basis.  Most of the SUCCESSFUL businesses think on an annual basis.                                                                        -Craig Lack  The decisions you make today are going to affect you in 3-5 years.  Want to become the visionary in the healthcare business and learn how to catch trends early? TUNE IN for the latest episode of the H...

The Broker's Gambit 12.01.2021

Queen's Gambit provides a great analogy for the experience of many brokers. * unremarkable and alone * addicted * study and repetition hones skills * better skills equals higher stakes * mastery makes you feel in control Learn the moves of the Masters and discover the holes in your strategy because 'checkmate' means there's only one winner! 🔵 CLICK HERE To Join Heads Up Adviser Facebook Group  HE...

How To Detox From 2020, RESTart & Reward Yourself 16.12.2020

"Most things in life are paradox. They're pretty much the opposite of what you think they are.  You need to get more energy? You've got to use less energy. And that's what free days are all about."                                    - Craig Lack TUNE IN for the latest episode of the Heads Up Adviser Show >>  [How To Detox From2020, RESTart & Reward Yourself]  with John Sbrocco and Craig Lack. Here...

Business Plan & Strategy Quadrant: Achieve More By Doing Less 08.12.2020

It's that time of the year when wise brokers sum up the "right & wrong" of the year, gain experience points, and set up plans for the next one. We've decided to walk you through this process and make it engaging. TUNE IN for the latest episode of the Heads Up Adviser Show [BUSINESS PLAN & STRATEGY QUADRANT] with John Sbrocco and Craig Lack.   Here's what we cover: How to find The ONE THING you sho...

Past / Present / Future In Dialogue With Your Prospect 01.12.2020

Get the full attention of your prospects and clients by taking them on a virtual trip to PAST - PRESENT - FUTURE The best conversation you can have with your clients and prospects is the one where they talk about THEMselves. We put together a number of great ideas to inspire you along the way.  TUNE IN for the Heads Up Adviser Episode - [PAST / PRESENT / FUTURE] with John Sbrocco and Craig Lack. ...

Stop! Let Me Overthink This... with John Sbrocco & Craig Lack 18.11.2020

While THINKING will help you make better decisions and improve your life, OVERTHINKING may have the exact opposite effect. John Sbrocco and Craig Lack explain the difference between these two terms and give you direct instructions on how to get out of your own way. TUNE IN for the new episode of the Heads Up Adviser Show: [STOP! LET ME OVERTHINK THIS]   HEALTHCARE BROKERS  - Arrange a virtual call...

How Does The Outcome Of The Election Affect Healthcare Moving Forward with Hobson Carroll 02.11.2020

Hobson Carroll is BACK! to give us insights on changes in the healthcare market. Here's what we cover:  What do the future 4-5 years look like, and what is the path that is going to get us there?  Reviewing administrative costs Strategies to apply for self-funded plans ... and much more. WHAT NEXT?   HEALTHCARE BROKERS  - Arrange a virtual call with John Sbrocco. Let us help you scale your busines...

Big Little Lies Of Healthcare Business With Al Lewis 13.10.2020

What is your "secret weapon" against your competitors this fall?  We've got some pretty good solution - signed, sealed, and delivered to you by  Al Lewis  & The Heads Up Adviser Show! Many benefit advisors are more concerned about the appearance of helping employees than actually assisting them. We offer you to: bring this fact - backed up with science and data - to light craft a useful consultati...

The Best Of Marketing For Insurance Brokers - Tony J. Hughes, Jeffrey Gitomer, Neal Schaffer, Mark Hunter 01.10.2020

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 Hunter 27 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 y...

How To Win & Retain Self-Funded Insurance Business 22.09.2020

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 l...

Stop Loss Renewal Roadmap 14.09.2020

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 episod...

What Does Fishing Teach Us About Insurance Sales 08.09.2020

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: ...

SELLING OVER ZOOM PART II 25.08.2020

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 distract...

How To Please A Millennial - with Celeste Leon 19.08.2020

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,...

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