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

THE RANCH with Ed Jacobson: How To Deal With A TPA 11.08.2020

" So if you've seen one TPA, you've basically seen one TPA. " Ed Jacobson continues taking masks off the unfaithful participants of the healthcare market. This episode is truly something your TPA does not want you to watch, hear, or learn... and that's exactly why you should do it. TUNE IN for  [HOW TO DEAL WITH A TPA]  with Ed Jacobson and John Sbrocco, and learn:  What's a reasonable ROI for TPA...

How To Create A Virtual Agency 03.08.2020

HEALTHCARE BROKERS - Arrange a virtual call with John Sbrocco. Let us help you scale your business CLICK HERE There's no question if you should move your business online. 2020 made it non-optional. Let's just deal with it. The real question now is, how to organize all processes in B2B agency, so you could manage staff efficiently AND create a real-life experience for your clients at the same time?...

Tax-Free Wealth For Brokers With Tom Wheelwright 27.07.2020

1. Sign Up For The Expert Session "Achieve Health Consortium "👉 https://bit.ly/34QECUV 2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk 3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C   What would you say if there was an opportunity to add tens of thousands of dollars to your income without writing more business? This week Tom Wheelwright , Robert Kiyosaki's tax advis...

Q&A with the CFO with Gary Bender (How Insurance Brokers Can Close The Deal With The CFO) 13.07.2020

Do you feel like the amount of work you put into your brokerage business, does not correlate with your income, and  you definitely deserve more? TUNE IN for the [Q&A with the CFO] with Gary Bender, and find out how to "hack the CFO code," stop wasting time with non-decision makers, and close more deals in a shorter time.  ----- P.S:  So here's a question for you... Would you like to spend the next...

Jordan Belfort - Straight Line Persuasion For Insurance Brokers 06.07.2020

Looking for a way to save the day, get the quick win, and breathe new life into your insurance brokerage business? TUNE IN for the episode with Jordan Belfort, and find out what you can expect at High Stakes Advising Event in Orange County, CA on Aug 3-4, 2020  $400 OFF special discount with the promo code WOLF at the checkout. HIGH STAKES ADVISING tickets available here >> https://bit.ly/2MS8Nml...

GET SH*T DONE for Insurance Brokers with Jeffrey Gitomer 29.06.2020

Draw the kids and sensitive souls away from the screens. This week we're joined by the Kind of Sales: a world-class expert, who is not afraid to put the word "SH*T" in the title of his book.... Jeffrey Gitomer. Bloggers literally make videos on how to get him on the interview... because it's not an easy thing to do.  He's been a public speaker, bestselling author, and consultant for over 25 years,...

Setting The Hook: A Blueprint For The First Meeting 22.06.2020

It's no news that a great first meeting with your prospect determines your business relationships. Successful brokers should never leave it to chance and carefully design their conversation and sales pitch.  However, it's not an easy job to stand out from the crowd of competitors if you use the same sales pitch they do. Luckily, this week you're going to get some NEW ideas on how to impact your pr...

FANOCRACY with David Meerman-Scott: Turning Prospects Into Raving Fans 15.06.2020

It's a paradox, but we find most connections inside the specific group by separating ourselves from the crowd. Not only do we  become loyal to the brand  that brought us together and find it hard to replace, but we  defend our choice  in front of our colleagues, friends, family, and even convince them to join in.  However, is it possible to create a "tribe" in B2B business and specifically insuran...

How To Become A B2B Influencer with Neal Schaffer 09.06.2020

 Neal Schaffer's new book on Amazon https://amzn.to/3cPcMdY   Meet John Sbrocco & Craig Lack at High Stakes Advising 2020 https://bit.ly/2Yii10z You never get a second chance to make a first impression. The world is moving towards online communication, and your social media positioning is the new "suit and tie."  This week a trusted leading educator in the world of social media for business - Neal...

Mindset. Business. Michael Jordan: Are You Getting Ready For the Playoffs? 01.06.2020

Why are successful business people so attracted to sports? The answer is simple:  sports visualizes the rules of life better than anything else.  No one has ever won a championship by just showing up on the court. There are multiple factors for winning the game, but  nothing else matters unless there is practice.  Every win has its formula:  physical shape + mindset + goalsetting.  Athletes know t...

Combo Prospecting From Home with Tony J. Hughes 18.05.2020

In the new reality, we need to create a real-life experience for our clients and prospects and  learn to CLOSE ONLINE. 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 2019! Awarded by Top Sales World ) COMBO PR...

Why You Should Travel The World 11.05.2020

This week we're taking you on a virtual tour to Thailand. The country where most people work 10-14 hours a day for the paycheck equivalent to a cup of coffee at Starbucks.  Find a new source of motivation even in difficult times, learn to experience gratitude in stressful situations, and accelerate your personal growth as a result.  GET A SPECIAL EARLY BIRD DISCOUNT FOR HIGH STAKES ADVISING EVENT...

Rockefeller Habits For Building Wealth 04.05.2020

Many people believe that there's a "magic pill" that leads to success and wealth, and only the chosen are capable of finding it. But we dive deep into the biographies and interviews of those who made a fortune, we find their advice to be surprisingly simple. Years ago, before Warren Buffet, Elon Musk, and other billionaires entered the scene, John D. Rockefeller, also known as the richest man in t...

The Ranch With Ed Jacobson EP1 27.04.2020

It's just about time to  put those cowboy boots  on and take a virtual tour with Ed Jacobson and John Sbrocco At The Ranch.  Discussing the #1 quality that helps companies survive in the market from an expert that has sold hundreds of self funded cases. Dive deep into the specifics of how the health insurance business has changed and get practical advice on closing new deals.  Learn about the dist...

How To Eat Your Way To Success 20.04.2020

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 l...

How To Run A Benefits Webinar 13.04.2020

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 s...

How To Sell Via Zoom Conference with Jess Todtfeld 06.04.2020

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 hold...

A Mind For Sales with Mark Hunter 30.03.2020

"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...

Direct Contracts vs Bundle Procedures 23.03.2020

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 quest...

What Is Proactive Reference Based Pricing with Robyn Jacobson 16.03.2020

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 terms What is pricing discrimination in RBP Plans, and how it affects both employers and hospitals The fair reimbursement strategy for the RBP Plan Safe har...

Sales vs Marketing 09.03.2020

"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 ther...

EMAIL MARKETING for Insurance Brokers 02.03.2020

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 opportu...

IN THE TRENCHES with Kevin O'Kane: The Numbers Behind A Winning Self-Insured Plan 24.02.2020

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, creat...

SALES SELF DOUBT: How To Overcome Emotions In Sales 17.02.2020

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 Sal...

IN THE TRENCHES with Derek Winn: Educating & [WINN]ing Clients 10.02.2020

"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...

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