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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 in to understand: Why record-high spending on mental health isn't improving outcomes.The devastating impact of the 48-day wait time for care.How AI Mental Health is achieving unprecedented engagement rates by removing stigma.How employers can offer unlimited, 24/7 mental health support for less than a cup of coffee per employee.LEARN MORE Yuna: https://www.yuna.io/ Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Show Sponsor Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN Lucas Siegel: https://www.linkedin.com/in/lucassiegel/ John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/

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 implement Direct Primary Care.How hospitals use infusion therapy as a "streaming revenue" machine and how to stop it.The groundbreaking impact of psychedelic therapies on addiction and mental health costs.How to bring the most powerful health strategies to your clients, regardless of their size.LEARN MORE Health Transformation Alliance: https://www.linkedin.com/company/health-transformation-alliance/ Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Show Sponsor Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN Lee Lewis: https://www.linkedin.com/in/leewlewis/ John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/

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 matters: lowest net cost. Tune in to understand: The key questions you must ask to determine if your PBM is truly aligned with your plan.Why the highest rebate almost never equals the lowest cost.The “product hopping” tactic that’s costing your health plan millions on specialty drugs.How to leverage your own data and focus on PMPM (per member per month) spend to achieve real, measurable savings.LEARN MORE Serve You RX: https://serveyourx.com/ Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Show Sponsor Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN Justin Jasniewski: https://www.linkedin.com/in/justin-jasniewski/ John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/

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 need to explain to employers. Why a million-dollar claim is no longer a large claim and how orthopedic and specialty drug costs are impacting your bottom line. The critical flaw in most public pools and captives that leaves well-managed groups subsidizing the risk of others. Actionable cost-containment strategies that focus on the 4% of members driving nearly 50% of the spend. How a private consortium model creates long-term stability and delivers single-digit renewals in a double-digit market. LEARN MORE Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Show Sponsor Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/ This is a must-listen playbook for any advisor looking to navigate tough renewal conversations and deliver sustainable results for their clients.

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 employers. Tune in to understand: The alarming statistics behind the rise of high-cost claimants.The foundational principles of precision medicine and its transformative impact.Real-world examples of how targeted treatment plans prevent unnecessary costs and improve patient outcomes.Actionable insights for advisors to empower their clients with effective high-cost claim management.LEARN MORE Private Health Management: https://privatehealth.com/ Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Show Sponsor Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN Natalya Gertsik, PhD: https://www.linkedin.com/in/natalyagertsik/ John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/

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 they used to be)How to invest 8-12% of revenue back into growth (masterminds, coaches, marketing)Why targeting 150-350 life groups beats chasing small accountsThe #1 factor that separates elite producers: getting in front of more peopleDaily prospecting habits that never stop (even between meetings)LEARN MORE Heads Up Adviser: https://virtuealliance.com/heads-up-adviser/ Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/ Craig Lack: https://www.linkedin.com/in/craiglack/

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: https://virtuealliance.com/most-recent/why-your-prospects-keep-saying-no/ Virtue Health: https://virtuealliance.com/ CONNECT ON LINKEDIN:  John W. Sbrocco: https://www.linkedin.com/in/johnwsbrocco/ Craig Lack: https://www.linkedin.com/in/craiglack/

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 playing the long game. Key Takeaways: The benefits of delaying instant gratification for your business. Tactics for taking calculated risks and investing in your future. How to build a million-dollar business after major setbacks. How to leave stability for opportunity today. Whether you're dealing with high client demands, market competition, or financial uncertainty, this episode provides the tools to overcome that. Show Sponsor: virtuealliance.com  Follow Heads Up Adviser:  Facebook group: https://www.facebook.com/groups/headsupadviser  Website: https://virtuealliance.com/heads-up-adviser/  Follow John Sbrocco:  LinkedIn: https://www.linkedin.com/in/johnwsbrocco/  Follow Craig Lack:  LinkedIn: https://www.linkedin.com/in/craiglack/  Website → https://catilizehealth.com/  

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  -The reason simplicity sells: it avoids overwhelming clients  -Why, if you want to win, you need to do what losers won't do    Don't miss this discussion that questions whether you really want to win or need to win. Show Sponsor Virtue Health → https://virtuealliance.com Follow Heads Up Adviser: Youtube → https://www.youtube.com/headsupadviser Website → https://virtuealliance.com/heads-up-adviser/ Facebook group → https://www.facebook.com/groups/headsupadviser Follow John W. Sbrocco: LinkedIn → https://www.linkedin.com/in/johnwsbrocco/ Website → https://virtuealliance.com/ Follow Craig Lack: LinkedIn → https://www.linkedin.com/in/craiglack/ Website → https://catilizehealth.com/

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 businessSteps you can start taking today to break free from feeling miserableHow a 20% increase in efficiency can double your revenueWhy, when you make more money, you need more “No’s”The cycle of short-term pleasure vs. long-term goalsWhy your environment impacts your successDon’t miss this conversation where we share genuine advice and personal stories that will help you recognize and manage your dopamine triggers. Whether you’re looking to boost your efficiency, increase your revenue, or find more fulfillment in life, this conversation has something for you. Show Sponsor→ https://virtuealliance.com  Follow Heads Up Adviser: Facebook group → https://www.facebook.com/groups/headsupadviser  Youtube → https://www.youtube.com/headsupadviser  Website → https://virtuealliance.com/heads-up-adviser/ LinkedIn→ https://www.linkedin.com/company/virtuehealth Follow John W. Sbrocco:  LinkedIn → https://www.linkedin.com/in/johnwsbrocco/  Website → https://virtuealliance.com/ Follow Craig Lack: LinkedIn → https://www.linkedin.com/in/craiglack/  Website → https://catilizehealth.com/

In this episode of Heads Up Adviser, Craig Lack and John Sbrocco discuss daunting topics of failure and fear in business, sharing their personal experiences and insights. We touch on: - Why failure feels devastating and how to flip the script - How to use failure and fear as a motivator rather than a deterrent - Simple steps to reprogram your brain for success in business and life - How to catch negative thoughts and replace them with productive ones - The difference between micro failure vs. macro failure - Overcoming social anxiety post-COVID Don’t miss this conversation where we explore fear in business, relationships, and personal challenges, stressing why we need to push through discomfort and be introspective. We also address social anxiety post-COVID and overcoming self-limiting beliefs, offering practical tips for personal and professional growth. Show Sponsor→ https://virtuealliance.com Follow Heads Up Adviser: Facebook group → https://www.facebook.com/groups/headsupadviser Youtube → https://www.youtube.com/headsupadviser Website → https://virtuealliance.com/heads-up-adviser/   Follow John W. Sbrocco: LinkedIn → https://www.linkedin.com/in/johnwsbrocco/ Website → https://virtuealliance.com/ Follow Craig Lack: LinkedIn → https://www.linkedin.com/in/craiglack/ Website → https://catilizehealth.com/ 

In this episode of Heads Up Adviser, Craig Lack, and John Sbrocco discuss why passion alone won’t cut it in sales and business.   We touch on: - The reality of passion in work and self-employment - Why you don't need to love every aspect of your work - Importance of discipline and habits - Embracing discomfort in self-employment - Finding purpose and excitement in work - Overcoming challenges for success - Shifting your mindset to overcome obstacles - Adopting a "savage" mentality for success in a competitive market   Don’t miss this conversation where we explore the reality behind the “passion” myth.   Why discipline is the true driver of success, why having a clear purpose is key: whether it's helping others or providing for your family.   And why you need to embrace discomfort and adopt a resilient mindset to achieve success in a competitive market.   Heads Up Adviser: Facebook group → https://www.facebook.com/groups/headsupadviser Youtube → https://www.youtube.com/headsupadviser Website → https://virtuealliance.com/heads-up-adviser/   Follow Craig Lack: LinkedIn → https://www.linkedin.com/in/craiglack/   Follow John W. Sbrocco: Website → https://virtuealliance.com/  LinkedIn → https://www.linkedin.com/in/johnwsbrocco/

🔥 Ready to supercharge your sales? In this episode of Heads Up Advisor, John and Craig are back with explosive tips and tricks to help you nail that crucial first meeting. Discover how Craig closed a 20,000-life group in just 20 minutes and learn how you can apply these game-changing tactics to your own sales strategy. 🚀 💡  Topics Covered:  1. The secrets to making the first meeting count  2. Craig’s unbeatable intelligence-gathering techniques  3. Crafting a pitch that gives you a competitive edge  4. Using storytelling to captivate and convert  5. How to handle objections like a pro  6. Insider tips on industry-specific targeting    Don’t miss out on these insider secrets that can transform your sales approach and skyrocket your success! Hit that subscribe button and join us every Thursday for more killer sales advice. 🎧🔥  virtuealliance.com  🌐 Facebook Group → https://bit.ly/huagroup 📺 Youtube → https://www.youtube.com/headsupadviser 🎙️ Podcast → https://apple.co/3giotC5 | https://spoti.fi/3VhRfBg 

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.    ____ 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: Discover How Brokers Are Winning 10+ New Accounts A Year→ https://virtuealliance.com/masterclass/ 🪩 Work with us - https://virtuealliance.com/demo/

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. Picture this – turning the tide, snatching deals out of the jaws of defeat, and wrapping up Q4 like a champ. Yeah, that's the vibe, and this episode is your backstage pass to making it happen. Get ready to absorb real talk and insider tips on how to be the hero who swoops in and closes those deals everyone else thought were impossible. We're talking about strategies that'll have your competitors scratching their heads, wondering how you pulled off that epic turnaround. ____ 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: Discover How Brokers Are Winning 10+ New Accounts A Year→ https://virtuealliance.com/masterclass/ 🪩 Work with us - https://virtuealliance.com/demo/