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 sales month — 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:

✔️ how to reach predictable sales revenue results
✔️ the numbers behind conversion in B2B sector
✔️ the first conversation with a prospect

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

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 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: 

✔️ What tasks can you outsource in the brokerage business
✔️ Major platforms - Fiverr and Upwork, and geographic preferences when looking for a freelancer
✔️ What you need to prepare before hiring a freelancer

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

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: 

✔️ Evaluating failures: how to do things differently and avoid repeating previous mistakes

✔️ Start strong: the first reach out after a year of silent mode

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

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 — 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:

✔️ Defining "true wealth"

✔️ How to align finances with your values

✔️ The Delta Theorem

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

Discover How Brokers Are Winning 10 Accounts A Year With This New Sales Strategy >> CLICK HERE TO JOIN THE MASTERCLASS

You've probably heard the saying: "Your network is your net worth." That's because networking is a crucial aspect of professional development and career progression. It can help you connect with industry experts, potential mentors, and job opportunities. However, building a strong network can be daunting, especially if you are new to the field or lack experience.

✔️ Get a taste of the lifestyle
✔️ You don't have to meet new people: how to make most of your existing business environment
✔️ Things you need to progress in your career
 

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

Join Virtue Health LIVE Workshop - "A New Strategy For Selling Self-Funding In 2023" >>CLICK HERE TO REGISTER NOW 

In this thrilling episode of "Insurance Broker's Gambit," listeners are taken on a captivating journey into the fast-paced world of insurance brokerage business. Drawing inspiration from the popular TV series "Queen's Gambit," this podcast episode gives clear instructions to brokers who plan to beat the competition and win the game. 

Queen's Gambit provides a great analogy for the experience of many brokers.

* unremarkable and alone

* addicted

* study and repetition hones skills

* better skills equals higher stakes

* mastery makes you feel in control

Learn the moves of the Masters and discover the holes in your strategy because 'checkmate' means there's only one winner!

CLICK HERE To Download "Broker's Guide To Get Past The Gatekeeper"

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

Start Spring Cleaning Your Business by joining Virtue Health LIVE Workshop - "A New Strategy For Selling Self-Funding In 2023" >>CLICK HERE TO REGISTER NOW 

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CLICK HERE To Download "Broker's Guide To Get Past The Gatekeeper"

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With spring in full swing, it's the perfect time to give your brokerage business a thorough cleaning and get it in shape for the rest of the year.

In this episode, John Sbrocco and Craig Lack will share practical tips and strategies for spring cleaning your business, from decluttering your workspace to reviewing your business goals and priorities.

Here's what we'll cover:

🥚 how to free up the space for a fresh start

🥚 break the pattern of "staying the same."

🥚 revitalize your brokerage business

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

CLICK HERE To Download "Broker's Guide To Get Past The Gatekeeper"

In the world of the healthcare brokerage business, we have bigger prospects, multiple decision-makers, and a much longer sales cycle. Thus, following up with prospects can make or break a deal. 

Surprisingly enough, many brokers still struggle with the art of following up - they either come off too strong, or they don't follow up enough, which results in missed opportunities. 

In this episode, Craig Lack reveals the best practices for following up with prospects and getting multi-million dollar contracts by turning simple follow-up into a habit. TUNE IN to the episode "How To Follow Up Without Being Annoying." 

Here's what you'll learn in <20 minutes: 

• Why so few brokers follow up, despite the clear advantages
• How to make your follow-up stand out
• Common mistakes to avoid 

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

Click Here To Download "Broker's Guide To Get Past The Gatekeeper" >>
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The people you really need to get a meeting with have people paid to be skeptical of meeting with you.

Essentially, gatekeepers hold the key to B2B sales success for brokers. If you can't convince a gatekeeper you're important, you can kiss the sale goodbye. If this is something you struggle with, have no fear. 

In this episode, John Sbrocco and Craig Lack will uncover some methods and statements to help you bypass the gatekeepers and even turn them into your ambassadors! 

Here's what we'll cover: 

✔️ Who are the Gatekeepers, really? 

✔️ How does the Gatekeeper help you to close the sale

✔️ Useful tips and phrases when talking to the Gatekeeper

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser 

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/

Healthcare brokers play a vital role in helping clients understand and navigate the claims process and resolving any issues that may arise.

In this episode, Craig Lack explores the ins and outs of health insurance claims from broker's standpoint. He addresses some common misconceptions about health insurance claims and how preparation work factors into the claims process.

Whether you're a healthcare broker looking to improve your skills or a consumer looking for guidance on how to navigate the world of health insurance claims, this episode is sure to provide valuable insights and practical tips from a broker with 40+ years of experience in the field, that you can put to use today. So tune in now and join the conversation!

✔️ The answer's money. What's the question?

✔️ The illusion of action in claims management

✔️ How to take back control as a broker 

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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 → https://bit.ly/headsupadviser

📺 Youtube → https://www.youtube.com/headsupadviser 

🌐 Facebook Group → https://bit.ly/huagroup

📖 Broker's Guide → https://virtuealliance.com/28-reasons/

🎓 Webinar→ https://bit.ly/sfstrategy2023

🪩 Work with us - https://virtuealliance.com/demo/