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Heads Up Adviser

Heads Up Adviser

Written by: John Sbrocco Craig Lack
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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/2019 - 2021 Heads Up Adviser Economics Marketing Marketing & Sales Politics & Government Self-Help Success
Episodes
  • The Power of AI Mental Health
    Dec 2 2025

    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/

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    23 mins
  • Fortune 100 Health Secrets: Steal These Strategies for Your Mid-Market Clients
    Nov 11 2025

    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/

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    34 mins
  • The Advisor’s PBM Playbook: How to Win on Lowest Net Cost, Not Spreadsheets
    Oct 28 2025

    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/

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    26 mins
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