146 episodes

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/

Heads Up Adviser John Sbrocco, Craig Lack

    • Business
    • 5.0 • 29 Ratings

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/

    "Thank You For Your Business" - Thanksgiving Special

    "Thank You For Your Business" - Thanksgiving Special

    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.

    • 20 min
    Broker's Rally Cap - How To Finish The Year Strong

    Broker's Rally Cap - How To Finish The Year Strong

    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.

    • 20 min
    Money Smart - Tax Strategies For Brokers - with Eric Nghiem

    Money Smart - Tax Strategies For Brokers - with Eric Nghiem

    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. 📈🧐

    • 24 min
    Converting Fully Insured Prospects - with Chad Burdo

    Converting Fully Insured Prospects - with Chad Burdo

    Tired of the same old "save 15% in 15 minutes" pitch? So are your corporate clients! Luckily, Chad Burdo 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.

    • 25 min
    Broker's Guide: The Renewal Meeting

    Broker's Guide: 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.

    • 35 min
    Meet The CFO - with Gary Bender

    Meet The CFO - with Gary Bender

    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? 🤔 Look no further!

    • 36 min

Customer Reviews

5.0 out of 5
29 Ratings

29 Ratings

Wendy Weiss: ,

Love this podcast!

Clear, actionable information every episode. A must-listen!

RealVipSuccess.com ,

No BS & straight to the point!

Thank you for creating an amazing podcast that cuts through all the BS and gives me content that I can implement right away! One of the best on iTunes.

SusanHerschell ,

Spot on topics every time!

I learn something new every episode. I’m either really dumb, or Craig and John bring clever insight that most of us are not thinking about on a daily basis. Even the most seasoned advisers will gain from this show.

Don’t risk having FOMO and listen to every episode!

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