Heads Up Adviser

While insurance brokers are busy searching for new psychological tricks that help understand their prospects better and close deals faster, they quickly fall into the trap of ignoring the basic principles.  Don't get me wrong: it's essential to advance your sales strategy . However, it would help if you also reminded yourself that  2+2=4  before you solve a complex differential equation. The same...

 Gold Medal Winner for Best Webinar 2019! Awarded by Top Sales World, January 2020. In this episode, we discuss principles described in Tony Hughes' latest book "Combo Prospecting." You'll learn how you can leverage different marketing channels and your sales expertise to create a structured "SALES MACHINE" that attracts and converts clients into your brokerage business.  We discuss in depth the f...

  JOIN HEADS UP ADVISER FACEBOOK GROUP FOLLOW HEADS UP ADVISER INSTAGRAM PAGE VISIT HEADS UP ADVISER WEBSITE LET'S MEET AT [SELF-FUNDING MASTERY]   Many people in our industry choose to only learn through trial and error. They waste a lot of time and energy walking on the same paths, over and over again, while more mature brokers listen to advice, watch out the sharp edges, and spend the same time...

In this episode, I and my good friend Hobson Carroll, who is a world-class actuary, talk about specific deductibles.  We dig into setting the deductible - what types of deductibles we can utilize to mitigate risks and price them appropriately. As Hobson notes, for a lot of people in today's world, the specific seems to be the most important thing, because everyone realizes that individuals have la...

Join me as in this episode, I talk to my  client and good friend Gary Bender. Gary is a CFO for many years, probably more than he wants to admit to, but he's been around the block and back. He understands the world the CFO’s live in. Unlike most CFO's, he's actually an owner of a company as well, so he knows the ownership side. He also runs a group called CFO Solutions, that meets on a monthly bas...

In this episode, Craig and I walk you through the process of becoming a student of the game. You see, there’s this difference between the pros and the more experienced pros. There's always people who are better than the rest. I've admired Craig’s way of being a student of the game. I feel like I'm a student of the game. That's how I got good at things that I did. Meeting Craig and learning from hi...

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. They deal with different factors changing the face of healthcare insurance in the country, starting from the times when immuniza...

This is the inaugural episode for the Heads Up Adviser podcast. This will lay the foundation for the various topics that we will cover on the podcast. -- To learn more, check out The Heads Up Adviser website.