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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/

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The Power of AI Mental Health

Lucas Siegel explains that a massive labor shortage and persistent stigma have made traditional therapy inaccessible for most working Americans. He details how Yuna, is bridging this gap by providing immediate, destigmatized, and affordable mental health support. With case studies showing 8x the engagement of a typical EAP, this conversation reveals the future of scalable mental healthcare. Tune…

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Fortune 100 Health Secrets: Steal These Strategies for Your Mid-Market Clients

Lee Lewis explains the "grass is greener" paradox: large employers feel they're too bureaucratic to innovate, while mid-market employers feel they lack the scale. He reveals how a new model is breaking down these barriers, bundling Fortune 100-level solutions and making them accessible to the mid-market for the first time. Tune in to understand: Why the "Show-Up" model is the only effective way to…

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The Advisor’s PBM Playbook: How to Win on Lowest Net Cost, Not Spreadsheets

Justin, a PBM industry insider, pulls back the curtain on the complex games that drive up pharmacy spend. He explains the critical difference between a PBM that claims to be “transparent” and one that is a true fiduciary, contractually bound to act in your best interest. This conversation moves beyond the misleading “spreadsheet game” of chasing rebates to focus on the one metric that actually…

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2025 Self-Funded Claims Update: What You Need to Know Before Your January 1, 2026, Renewal

In this episode, John Sbrocco, Founder and CEO of Virtue Health, cuts through the industry jargon to give you a clear-eyed view of the current market. He breaks down the key factors driving medical inflation—from post-COVID utilization and provider consolidation to the staggering rise of catastrophic claims. Listen to learn: The real story behind renewal increases and the key inflation drivers you…

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High Dollar Claimants: How to Manage Them and Stop the Bleeding

Natalia Gertsik, a scientific researcher turned commercial leader, shares her personal journey into precision medicine after navigating a friend's brutal brain cancer diagnosis. She explains why traditional care navigation falls short for complex cases and how PHM's unique approach to precision medicine is not just saving lives, but also delivering substantial cost savings for self-funded…

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Habits Of Multi 7-Figure Brokers

A million-dollar book isn’t success anymore—it’s table stakes. In this episode, join business advisers John W. Sbrocco and Craig Lack as they reveal the specific habits and mindsets that drive brokers to multi 7-figure success and give you a practical roadmap to scale beyond your current limitations. What we cover in this episode: Why million-dollar books are like million-dollar houses (not what…

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Why Your Prospects Keep Saying NO: Sales Psychology Secrets

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:…

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Stories of Going Long

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…

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Do You Deserve to Win?

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…

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How to Overcome The Dopamine Addiction Ruining Your Success

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,…

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