Successful Broker's Checklist 2022
Heads Up Adviser24 Tammi 2022

Successful Broker's Checklist 2022

Learn the Virtue Health Consortium process, and start prospecting with NO IMQs and NO CLAIMS DATA >> CLICK HERE TO ARRANGE A CALL

Whether you over or underperformed in Q4 last year, we're now in 2022 - which is the new starting point for all of us.

Working smarter has always been a universal element in every success formula. It takes a willingness to do what your unsuccessful competitors won’t do!

Come and see what’s on the Checklist.

John Sbrocco and Craig Lack are back with the new Heads Up Adviser show episode: "SUCCESSFUL BROKER'S CHECKLIST FOR 2022."

Key discussions include:

  • Fixing last year's mistakes
  • How to outperform your competitors
  • Broker's "behind the scenes"

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 ...

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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

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