Heads Up Adviser

Heads Up Adviser

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/

Episodes

June 24, 2025 23 mins

Are you tired of hearing "no" from prospects, even when your solution is a perfect fit? 

The problem isn't your offer, it's human psychology. In this episode, we break down the core reasons clients resist change and give you a practical framework to overcome objections and finally get them to say "yes."

LEARN MORE: Heads Up Adviser: [Link to Heads Up Adviser LP] 
Virtue Health: [Link to Virtue Health Website] 

CONNECT ON LINKEDIN: 
John...

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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: T...

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July 30, 2024 17 mins

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.

Here’s 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 avoid...

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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 business
  • Steps you can start taking today to break free from feeling miserable
  • How a 20% increase in efficiency can double your revenue
  • Why, when you make more money, you need mor...
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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 p...

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In this episode of Heads Up Adviser, Craig Lack, and John Sbrocco discuss why passion alone won’t 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 ...

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🔥 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. 🚀 💡 

Topics Covered: 

1. The secrets to making the first meeting count 

2. Craig’s unbeatable intelligence-gatheri...

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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? 

 

🏆 Become an Insider → https://headsupadviser.com 

🎙️ Podcast → https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg 

💡 Blog...

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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 – 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 abso...

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👉 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.

📅 Date: Aug 14-15, 2023...

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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
🗓️ AUG 14-15 | 2023
🔖  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, h...

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July 3, 2023 35 mins

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
🗓️ AUG 14-15 | 2023
🔖  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 s...

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June 28, 2023 36 mins

CLICK HERE to download "Broker's Guide To Meeting The CFO" from Virtue Health and Gary Bender >> 

______
Meet Gary Bender at the #1 Sales & Marketing Event For Healthcare Brokers - High Stakes Advising 2023
🗓️ AUG 14-15 | 2023
🔖  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...

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Click Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 

🗓️ AUG 14-15 | 2023
🔖  Hard Rock Hotel and Casino, Hollywood, FL

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Click here to download "2023 Milliman Medical Index" >> 
Click here to download Sunlife Report - "High-Cost Claims And Injectable Drug Trends Analysis."
 

🎙️ Tune in to our latest podcast episode: "2023 Reports For Your Health Insurance Renewal Meeting"! 📈�...

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Click Here To Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 

🗓️ AUG 14-15 | 2023
🔖  Hard Rock Hotel and Casino, Hollywood, FL

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Download "Broker's Guide To Mastering ChatGPT >> 
Get prompts for social media campaign and email marketing campaign for brokers.

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The Universe speaks in numbers, and Self-Insured Plans are no exception. 

Kevin O'kane, the creator of Sihra, who's been designing...

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June 6, 2023 24 mins

Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 

🗓️ AUG 14-15 | 2023
🔖  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. ...

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Join The #1 Sales And Marketing Event For Healthcare Brokers - High Stakes Advising 2023 

🗓️ AUG 14-15 | 2023
🔖  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. ...

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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 2023 

🗓️ AUG 14-15 | 2023
🔖  Hard Rock Hotel and Casino, Hollywood, FL
🕊️ 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 sal...

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If you’ve 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 don’t 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...

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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, pl...

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