Heads Up Adviser

Heads Up Adviser

heads-up-adviser.simplecast.com
Welcome to the Heads Up Adviser podcast with your hosts, John Sbrocco and Craig Lack. Learn more about how we are taking Healthcare Advisers to the next level with Sales and Marketing strategies at: http://headsupadviser.com/


IN THE TRENCHES with Kevin O’Kane: The Numbers Behind A Winning Self-Insured Plan
Feb 24 • 44 min
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…
SALES SELF DOUBT: How To Overcome Emotions In Sales
Feb 17 • 33 min
It’s a natural thing in every salesman’s life to ask themselves: “What am I doing in the sales world?” or “Am I ever going to sell again?”. This emotional roller coaster is a commonplace state among both new and experienced salesmen. Learn how to overcome…
IN THE TRENCHES with Derek Winn: Educating & [WINN]ing Clients
Feb 10 • 30 min
“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…
Sales Psychology 101 For Insurance Brokers
Feb 3 • 41 min
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. This week, we at the Heads Up Adviser decided to…
IN THE TRENCHES The Formula For Closing Sales
Jan 27 • 41 min
What if I told you that you GET PAID for every rejection from your prospects? I’m not talking about gaining “experience”… no. You get paid in CASH. In our latest episode with Paul Seegert, the President of the Greater Bay Insurance Agency, we break down…
Combo Prospecting with Tony J. Hughes
Jan 20 • 51 min
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…
New Year New Me?
Jan 13 • 36 min
There’s no “sweet spot” in being a broker: you’re either growing, or you’re dying. Making plans, resolutions, and improving oneself year after year is non-optional in our business. And we love it. START FRESH with the episode [New Year New Me]. Get a…
Let’s Get Specific With Hobson Carroll
Dec 26, 2019 • 37 min
In this episode, I and my good friend Hobson Carroll, who is a world-class actuary, talk about specific deductibles. Stay tuned as we dig into setting the deductible - what types of deductibles we can utilize to mitigate risks and price them appropriately.
Inside A CFO Mind with Gary Bender
Dec 20, 2019 • 36 min
Join me as in this episode, I talk to my client and good friend Gary Bender. Gary is a CFO for many years. He understands the world the CFO’s live in. He’s actually an owner of a company as well. He’s handled some lovely HR duties in his past when they’ve…
How To Become A Student Of The Game
Dec 19, 2019 • 30 min
In this episode, Craig and I walk you through the process of becoming a student of the game. You see, 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. Stay tuned as…
The Ranch With Ed Jacobson & Hobson Carroll
Dec 18, 2019 • 51 min
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. Stay tuned as they also discuss how healthcare insurance has evolved in the…
Welcome To The Heads Up Adviser Podcast
Nov 9, 2019 • 1 min
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.