Episodes
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Thank you to our sponsor: Virtue Health.
On Today's Episode: Why do you need to play the long game in a world chasing quick wins? It's easier to stay with the same book of business every year than reinventing and betting on yourself to earn more in the long run.
Welcome to a new episode where industry experts John W. Sbrocco and Craig Lack reveal how to thrive in the health insurance industry by playing the long game.
Key Takeaways: The benefits of delaying instant gratification for your business. Tactics for taking calculated risks and investing in your future. How to build a million-dollar business after major setbacks. How to leave stability for opportunity today.
Whether you're dealing with high client demands, market competition, or financial uncertainty, this episode provides the tools to overcome that.
Show Sponsor: virtuealliance.com
Follow Heads Up Adviser:
Facebook group: https://www.facebook.com/groups/headsupadviser
Website: https://virtuealliance.com/heads-up-adviser/
Follow John Sbrocco:
LinkedIn: https://www.linkedin.com/in/johnwsbrocco/
Follow Craig Lack:
LinkedIn: https://www.linkedin.com/in/craiglack/
Website β https://catilizehealth.com/
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In this episode of Heads Up Adviser, John W. Sbrocco and Craig Lack challenge the concept of winning in both business and life.
This episode is packed with insights that will make you reflect and redefine your success.
Hereβs a sneak peek:
-How time changes your definition of winning
-Why people get wired to believe their past is their future
-How brokers can package themselves and win the market
-The reason simplicity sells: it avoids overwhelming clients
-Why, if you want to win, you need to do what losers won't do
Don't miss this discussion that questions whether you really want to win or need to win.
Show Sponsor Virtue Health β https://virtuealliance.com
Follow Heads Up Adviser: Youtube β https://www.youtube.com/headsupadviser
Website β https://virtuealliance.com/heads-up-adviser/
Facebook group β https://www.facebook.com/groups/headsupadviser
Follow John W. Sbrocco: LinkedIn β https://www.linkedin.com/in/johnwsbrocco/
Website β https://virtuealliance.com/
Follow Craig Lack: LinkedIn β https://www.linkedin.com/in/craiglack/
Website β https://catilizehealth.com/
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Missing episodes?
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In this episode of Heads Up Adviser, John W. Sbrocco and Craig Lack uncover why some brokers after 5 years still have the same size book. The main reason? Short term dopamine.
We touch on:
How dopamine addiction (social media and distractions) impacts your businessSteps you can start taking today to break free from feeling miserableHow a 20% increase in efficiency can double your revenueWhy, when you make more money, you need more βNoβsβThe cycle of short-term pleasure vs. long-term goalsWhy your environment impacts your successDonβt miss this conversation where we share genuine advice and personal stories that will help you recognize and manage your dopamine triggers.
Whether youβre looking to boost your efficiency, increase your revenue, or find more fulfillment in life, this conversation has something for you.
Show Sponsorβ https://virtuealliance.com
Follow Heads Up Adviser: Facebook group β https://www.facebook.com/groups/headsupadviser
Youtube β https://www.youtube.com/headsupadviser
Website β https://virtuealliance.com/heads-up-adviser/
LinkedInβ https://www.linkedin.com/company/virtuehealth
Follow John W. Sbrocco:
LinkedIn β https://www.linkedin.com/in/johnwsbrocco/
Website β https://virtuealliance.com/
Follow Craig Lack: LinkedIn β https://www.linkedin.com/in/craiglack/
Website β https://catilizehealth.com/
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In this episode of Heads Up Adviser, Craig Lack and John Sbrocco discuss daunting topics of failure and fear in business, sharing their personal experiences and insights.
We touch on:
- Why failure feels devastating and how to flip the script
- How to use failure and fear as a motivator rather than a deterrent
- Simple steps to reprogram your brain for success in business and life
- How to catch negative thoughts and replace them with productive ones
- The difference between micro failure vs. macro failure
- Overcoming social anxiety post-COVID
Donβt miss this conversation where we explore fear in business, relationships, and personal challenges, stressing why we need to push through discomfort and be introspective.
We also address social anxiety post-COVID and overcoming self-limiting beliefs, offering practical tips for personal and professional growth.
Show Sponsorβ https://virtuealliance.com
Follow Heads Up Adviser:
Facebook group β https://www.facebook.com/groups/headsupadviser
Youtube β https://www.youtube.com/headsupadviser
Website β https://virtuealliance.com/heads-up-adviser/
Follow John W. Sbrocco:
LinkedIn β https://www.linkedin.com/in/johnwsbrocco/
Website β https://virtuealliance.com/
Follow Craig Lack:
LinkedIn β https://www.linkedin.com/in/craiglack/
Website β https://catilizehealth.com/
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In this episode of Heads Up Adviser, Craig Lack, and John Sbrocco discuss why passion alone wonβt cut it in sales and business.
We touch on:
- The reality of passion in work and self-employment
- Why you don't need to love every aspect of your work
- Importance of discipline and habits
- Embracing discomfort in self-employment
- Finding purpose and excitement in work
- Overcoming challenges for success
- Shifting your mindset to overcome obstacles
- Adopting a "savage" mentality for success in a competitive market
Donβt miss this conversation where we explore the reality behind the βpassionβ myth.
Why discipline is the true driver of success, why having a clear purpose is key: whether it's helping others or providing for your family.
And why you need to embrace discomfort and adopt a resilient mindset to achieve success in a competitive market.
Heads Up Adviser:
Facebook group β https://www.facebook.com/groups/headsupadviser
Youtube β https://www.youtube.com/headsupadviser
Website β https://virtuealliance.com/heads-up-adviser/
Follow Craig Lack:
LinkedIn β https://www.linkedin.com/in/craiglack/
Follow John W. Sbrocco:
Website β https://virtuealliance.com/
LinkedIn β https://www.linkedin.com/in/johnwsbrocco/
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π₯ Ready to supercharge your sales? In this episode of Heads Up Advisor, John and Craig are back with explosive tips and tricks to help you nail that crucial first meeting. Discover how Craig closed a 20,000-life group in just 20 minutes and learn how you can apply these game-changing tactics to your own sales strategy. π π‘
Topics Covered:
1. The secrets to making the first meeting count
2. Craigβs unbeatable intelligence-gathering techniques
3. Crafting a pitch that gives you a competitive edge
4. Using storytelling to captivate and convert
5. How to handle objections like a pro
6. Insider tips on industry-specific targeting
Donβt miss out on these insider secrets that can transform your sales approach and skyrocket your success! Hit that subscribe button and join us every Thursday for more killer sales advice. π§π₯
virtuealliance.com
π Facebook Group β https://bit.ly/huagroup
πΊ Youtube β https://www.youtube.com/headsupadviser
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
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Thanksgiving is just around the corner, and on this special episode of the Heads Up Adviser Show, John Sbrocco and Craig Lack are serving up something truly meaningful.
Join an insightful discussion on how to make gratitude a year-round practice with your clients and prospects.
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Want more Heads Up Adviser?
π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
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πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinar: Discover How Brokers Are Winning 10+ New Accounts A Yearβ https://virtuealliance.com/masterclass/
πͺ© Work with us - https://virtuealliance.com/demo/
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Ready to ignite your motivation, supercharge your energy, and secure those game-winning prospects in Q4 / 2023?
John Sbrocco and Craig Lack curated expert insights and motivational tips to empower you to finish the year strong.Picture this β turning the tide, snatching deals out of the jaws of defeat, and wrapping up Q4 like a champ. Yeah, that's the vibe, and this episode is your backstage pass to making it happen.
Get ready to absorb real talk and insider tips on how to be the hero who swoops in and closes those deals everyone else thought were impossible. We're talking about strategies that'll have your competitors scratching their heads, wondering how you pulled off that epic turnaround.
____Want more Heads Up Adviser?
π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinar: Discover How Brokers Are Winning 10+ New Accounts A Yearβ https://virtuealliance.com/masterclass/
πͺ© Work with us - https://virtuealliance.com/demo/
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π Your journey to financial wisdom and entrepreneurial success starts now!
Join Eric Nghiem, Tony J. Hughes, Amanda Holmes, and a community of like-minded professionals who are ready to make a real impact in the brokerage business. Reserve your spot today for High Stakes Advising 2023 - The #1 Sales & Marketing Event For Healthcare Brokers.
Click the link below to secure your place at this must-attend event.
π Date: Aug 14-15, 2023
π Location: Hard Rock Hotel & Casino, Florida
π₯Register NOW for High Stakes Advising 2023π₯ β‘οΈ
_______We're excited to present our latest episode of the Heads Up Adviser Podcast, titled "Money Smart" with the one and only Eric Nghiem! π°π§
A seasoned entrepreneur, who's seen success in multiple industries, Eric brings his deep insight and experience in the tax and financial planning sectors to the table. With a mission to empower entrepreneurs to upscale their businesses, Eric is all about making money work FOR YOU. πͺπΌ
In this captivating episode, Eric will unveil smart strategies to increase your revenue, expand your business, and decode why some brokers, despite making a decent income, still find themselves struggling. ππ§
Get ready to redefine your relationship with money. Unearth new ways to make your money work harder, so you don't have to.
Don't just earn; learn to grow your wealth with Eric's invaluable wisdom and insights! π‘____
Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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CLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >>
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Meet Chad Burdo at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
Tired of the same old "save 15% in 15 minutes" pitch? So are your corporate clients! Luckily, Chad is here to save the day. With years of experience under his belt, he's seen it all and overcome every challenge this industry throws at him.
In our conversation, Chad shares his insider tips and strategies for standing out in the health insurance brokerage world and effectively converting those 'been-there-heard-that' prospects.
This is an episode that will arm you with the knowledge and tools you need to revolutionize your client approach. Don't miss out on this game-changer episode, available now!
We covered:
βοΈ Revamp your client approach with effective communication
βοΈ Chad Burdo's unique approach to bypassing the clichΓ©d 'save 15% in 15 minutes' pitch
βοΈ The key strategies to overcome ubiquitous challenges in the health insurance brokerage industry
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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CLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >>
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Meet Gary Bender at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
Benefits renewal season is not that far away. And this year, it may get complicated.Healthcare brokers that plan to maintain their book of business this year must safeguard their renewal strategy for the September - October meetings.
Kickstart this process with John Sbrocco and Craig Lack on this week's episode of the Heads Up Adviser Show: "THE RENEWAL MEETING."
Learn how to create a range of scenarios for the employer, provide them with choices, and - more importantly - give them certainty and clarity before the renewal date.
We covered:
βοΈ Re-selling last year's success
βοΈ Mastering uncomfortable conversations
βοΈ This year's dealbreakers
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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CLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >>
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Meet Gary Bender at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
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Ever wondered what differentiates various types of CFOs? Curious about the ins and outs of their roles? Need tips on how to actually get these financial wizards in a room? π€ Look no further!In this eye-opening episode, Gary gives us an insider's view of the CFO's world. But he doesn't stop there. He also shares insights on where brokers often stumble in meetings with CFOs, and how you can avoid these common pitfalls. π
Even more, Gary unpacks how understanding a CFO's past and present can make your communication strategy much more effective. Talk about game-changing! π―
So, if you're a broker looking to up your game, or just a curious listener interested in the world of finance, you don't want to miss this episode! ποΈ
Join us in uncovering the CFO's universe. Click on the link to listen NOW! π
Here's what you'll discover:
βοΈ What are the different types of CFOβs?
βοΈ Whatβs their actual role? How do you get these guys in a room?
βοΈ What are brokers doing wrong in those meetings?
βοΈ How can you use their facts and history when you communicate with CFOβs?
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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Click Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL___________
Click here to download "2023 Milliman Medical Index" >>
Click here to download Sunlife Report - "High-Cost Claims And Injectable Drug Trends Analysis."
ποΈ Tune in to our latest podcast episode: "2023 Reports For Your Health Insurance Renewal Meeting"! ππ°
Discover the secrets behind high-cost claims and gain insights into the reasons for health insurance increases for corporate clients.
John Sbrocco and Craig Lack dive deep into the world of healthcare costs with our breakdown of the medical indexβa valuable measure of changes and trends affecting a hypothetical American family of four. Get the numbers you need to help your prospects make informed decisions and stay ahead of the curve. πͺπ‘Here's what we cover:
βοΈ High-Cost Claims and Injectable Drug Trends Analysis
βοΈ 2023 Milliman Medical Index
βοΈ How to use the reports at your self-funding renewal meeting____
Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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Click Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL_____
Download "Broker's Guide To Mastering ChatGPT >>
Get prompts for social media campaign and email marketing campaign for brokers._____
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, create more protection for their clients through Self-Insured Plans, and double their brokerage income at the same time.
[IN THE TRENCHES with Kevin O'Kane: The Numbers Behind A Winning Self-Insured Plan episode is filled with insights on the Self-Funding industry, as well as honest conversations and valuable opinions.
Here's what we cover:
The actual data behind every self-insured plan, and how you can use it to protect your clientsWaiver Premium For Medical - how to play that trump card during your presentationHow to keep your client from the rate increase for 20+ yearsWhy the brokers still want to sell Fully-Insured plans, and how you get a competitive advantageSelf-Insured vs Fully Insured Plans: the bold facts.____
Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
Discover the Prospecting Sales, and trends for insurance brokers to dominate the market in the next 5 years.
Immerse yourself in 2 days of non-stuffy expert intense learning and networking sessions delivered by industry leaders in healthcare, marketing, business, sales, and more. CLICK HERE to reserve your spot.
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ChatGPT has taken the world by storm and has managed to become the fastest-growing application in the world in a shockingly short amount of time. With all the talk about its potential impact, it's natural to wonder: how can brokers benefit from ChatGPT and its features?In this episode, John Sbrocco and Craig Lack reveal how to use ChatGPT to create content, find your prospects' pain points, hold negotiations, and even more.
TUNE IN for this week's episode of the Heads Up Adviser Show - ChatGPT For Brokers.
Here's what we cover:
βοΈ Getting started with ChatGPT
βοΈ Most common requests for brokers
βοΈ Your marketing campaign
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CLICK HERE To Download "Broker's Guide To Mastering The Follow-Up"
Learning follow-up methods is a game changer and a way to dominate your market.._____
Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023
ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
Discover the Prospecting Sales, and trends for insurance brokers to dominate the market in the next 5 years.
Immerse yourself in 2 days of non-stuffy expert intense learning and networking sessions delivered by industry leaders in healthcare, marketing, business, sales, and more. CLICK HERE to reserve your spot.
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CLICK HERE To Download "Broker's Guide To Mastering The Follow-Up"
Learning follow-up methods is a game changer and a way to dominate your market..
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Recessions can be daunting for many salespeople. In B2B sales, it means that companies are much more restrictive with their budget, and it's much harder to close deals.Fortunately for healthcare brokers, even in the worst-case scenario, there are steps your business can take to survive and even thrive during a recession.
TUNE IN for this week's episode of the Heads Up Adviser Show "Prospecting In Recession For Insurance Brokers" with John Sbrocco, Craig Lack, and Lydia Bishop.
Here's what we cover:
βοΈ Why your prospects need you more than ever
βοΈ The "thank you, next" approach
βοΈ Prepare for the Q4
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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Discover the Prospecting and Sales trends for insurance brokers to dominate the market in the next 5 years.
Join The #1 Sales and Marketing Event For Healthcare Brokers - High Stakes Advising 2023ποΈ AUG 14-15 | 2023
π Hard Rock Hotel and Casino, Hollywood, FL
ποΈ Super Early Bird Tickets are currently available at a 61.5% discount!CLICK HERE to grab your ticket before the Super Early Bird flies away!
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Anyone can have a good sales month β but a high-performing salesperson and sales team can meet or exceed expectations for an extended period through different sets of economic circumstances and competitive situations.Our guest Wendy Weiss has created a Prospecting Method that generates predictable sales revenue results. She has helped 775 businesses increase qualified appointments and sales faster, more efficiently, and profitably.
In this episode, Wendy discusses the importance of having a well-defined sales process for a business with Craig Lack.
TUNE IN for the episode of the Heads Up Adviser Show "Skyrocket Sales Performance."
Here's what we cover:
βοΈ how to reach predictable sales revenue results
βοΈ the numbers behind conversion in B2B sector
βοΈ the first conversation with a prospect
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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If youβve never done it before, figuring out how to hire a freelancer can be a bit overwhelming. Should you hire a freelancer from your own network? Use a freelance platform like Fiverr or Upwork? Or maybe there is some secret method to hire a freelancer that you donβt know about yet?
In this episode, John Sbrocco, Craig Lack, and Margo White talk about the nuances of outsourcing your daily tasks to freelancers and the obstacles you might face along the way.
TUNE IN for this week's episode of the Heads Up Adviser Show "Freelance Fever: A Smart Way To Outsource Marketing & Sales For Brokers."Here's what we cover:
βοΈ What tasks can you outsource in the brokerage business
βοΈ Major platforms - Fiverr and Upwork, and geographic preferences when looking for a freelancer
βοΈ What you need to prepare before hiring a freelancer
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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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 not ready for major change at first, plus their Fully Insured renewal was quite "okay.". But the second year, I reached out to them 4 months before the renewal - and they said: "Yes, we would like to look at it." That's how I closed the deal."
(Virtue Hunters Club Broker)
Does this mean good things still come to those who wait? Could your last year's prospects become your ultimate opportunity in 2023? Let's find out.
Join John Sbrocco and Craig Lack for this week's Heads Up Adviser show: "How To Revive Last Year's Prospects."
Here's what we'll cover:
βοΈ Evaluating failures: how to do things differently and avoid repeating previous mistakes
βοΈ Start strong: the first reach out after a year of silent mode
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
ποΈ Podcast β https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg
π‘ Blog β https://bit.ly/headsupadviser
πΊ Youtube β https://www.youtube.com/headsupadviser
π Facebook Group β https://bit.ly/huagroup
π Broker's Guide β https://virtuealliance.com/28-reasons/
π Webinarβ https://bit.ly/sfstrategy2023
πͺ© Work with us - https://virtuealliance.com/demo/
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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
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Becoming truly wealthy starts by coming alive, making a difference, and creating value.And when we add value, we generate wealth β only this is the kind of wealth that integrates the financial with the mental, spiritual, relational, physical, and temporal dimensions of life.
In this episode of the Heads Up Adviser Show, our guest Bret Magpiong will share insights from his upcoming book "The Delta Theorem: An Innovative Framework for Being Fully Alive and Truly Wealthy."
Bret has dedicated his entire professional life to either advising executives, entrepreneurs, professional athletes, and entertainers or as a C-Level executive for various firms and partnerships. Many individuals and companies he advised have been recognized on the Forbes 400 and Fortune 500 listings.
In this episode, we cover:
βοΈ Defining "true wealth"
βοΈ How to align finances with your values
βοΈ The Delta Theorem
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Want more Heads Up Adviser?π Become an Insider β https://headsupadviser.com
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