Setting The Hook: A Blueprint For The First Meeting
Heads Up Adviser22 Kesä 2020

Setting The Hook: A Blueprint For The First Meeting

It's no news that a great first meeting with your prospect determines your business relationships. Successful brokers should never leave it to chance and carefully design their conversation and sales pitch.

However, it's not an easy job to stand out from the crowd of competitors if you use the same sales pitch they do. Luckily, this week you're going to get some NEW ideas on how to impact your prospects and get them out of the rate-driven mindset.

[TUNE IN] for the latest episode of the Heads Up Adviser Show - [SETTING THE HOOK: A Blueprint for the First Meeting] with John Sbrocco and Craig Lack.

Here's what we cover:

  • How to avoid information overload
  • Qualifying questions for the first meeting
  • Selling the future: moving from numbers to benefits
  • Financial planning & Self-Funded plans

Meet John Sbrocco & Craig Lack at High Stakes Advising 2020 (Aug 3-4) >> https://headsupadviser.com/high-stakes-advising-2020/

1. Sign Up For The Expert Session "Achieve Health Consortium"👉 https://bit.ly/34QECUV

2. Join Heads Up Adviser Facebook Group 👉 https://bit.ly/37hJFyk

3. Visit Heads Up Adviser Website 👉 https://bit.ly/36cYv7C

Jaksot(158)

The Power of AI Mental Health

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 ...

2 Joulu 202523min

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

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 breakin...

11 Marras 202534min

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

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...

28 Loka 202526min

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

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 in...

16 Loka 202529min

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

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 tradi...

9 Loka 202530min

Habits Of Multi 7-Figure Brokers

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...

15 Heinä 202524min

Why Your Prospects Keep Saying NO: Sales Psychology Secrets

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 res...

24 Kesä 202523min

Stories of Going Long

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 rein...

6 Elo 202422min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahamania
hyva-paha-johtaminen
rss-oivalluksia-rahasta-elamasta
rss-lahtijat
rss-paasipodi
rss-inderes
herrasmieshakkerit
rahapuhetta
oppimisen-psykologia
lakicast
rss-startup-ministerio
rss-bisnesta-bebeja
rss-kaikki-somesta
rss-karon-grilli
rss-set-for-life-sijoita-ja-vaurastu
rss-rentotapaus