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Tax-Free Wealth For Brokers With Tom Wheelwright


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Tax-Free Wealth For Brokers With Tom Wheelwright

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Meet John Sbrocco, Craig Lack, Paul Seegert, and 7 other speakers at HIGH STAKES ADVISING 2020
(new date to be announced soon))

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What would you say if there was an opportunity to add tens of thousands of dollars to your income without writing more business?

According to Tom Wheelwright, the tax advisor of Robert Kiyosaki and the author of "Tax-Free Wealth," one of the crucial parts of any business growth lies in understanding... well, you've probably already got it from the context. 

As weird as it might sound, the wise and wealthy businesspeople are not "cracking the tax code," but follow it accordingly. You also don't need to get second citizenship or move your business to the offshore zone. 

When I first read Tom's book, I was surprised how obvious, simple, and effective his approach was - yet none of the CPAs have ever mentioned it to me before. So chances are, neither did your.

This week Tom Wheelwright is joining us on the Heads Up Adviser Show to give an alternative approach to managing taxes so you could use this knowledge to grow your personal and corporate wealth in the upcoming years. 

When Robert Kiyosaki asked Tom how he saw taxes, Tom replied: "Well, taxes are fundamentally a series of incentives for business owners and investors." Since then, Tom has become an integral part of the "Rich Dad Company."  

TUNE IN for the episode [TAX-FREE WEALTH FOR BROKERS with Tom Wheelwright], and learn how to make smart financial decisions this year. 

Here's what we cover:

  • The original purpose of taxes
  • What does the government "pay" you for
  • How to get $25-$30k deduction on your property
  • How taxes grow your wealth now and in the future
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Don't forget that you can meet 10+ experts in sales, marketing and healthcare  at the High Stakes Advising, 2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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How To Have A 7-Figure Year With Seth Denson


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

How To Have A 7-Figure Year With Seth Denson

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Meet Seth Denson, John Sbrocco, Craig Lack, Paul Seegert, and 6 other speakers at HIGH STAKES ADVISING 2020
(new date to be announced soon))

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Pablo Picasso once said: "Good artists copy, great artists steal."

What he meant by that was a good artist simply copies another person's art. A great artist selecively takes (steals) elements from multiple sources, and then creatively combines their influences to create something uniquely their own.

This week's guest Seth Denson took the best ideas from his mentors, books, clients, and the Heads Up Adviser Team to build a million-dollar portfolio in less than a year and repeat that result over and over. 

Want to learn how he did it, and ethically "steal" some features for your business? We totally encourage you to do that!

TUNE IN for our latest episode [HOW TO HAVE A 7-FIGURE YEAR].

Here's what we cover:

  • The first step to the million-dollar book of business
  • How to overcome fear and procrastination
  •  What should you do if you're burned out
  • How to get the freedom to choose your clients


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Don't forget that you can meet Seth Denson and 10 other amazing professionals in Healthcare, Sales & Marketing at the High Stakes Advising, 2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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Q&A with the CFO with Gary Bender


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Q&A with the CFO with Gary Bender

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Meet Gary Bender, John Sbrocco, Craig Lack, Paul Seegert, and 6 other speakers at HIGH STAKES ADVISING 2020
(new date to be announced soon))

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Do you feel like the amount of work you put into your brokerage business, does not correlate with your income, and you definitely deserve more? 

Just like all roads lead to Rome, all problems in healthcare prospecting happen for two reasons: 

1) You either talk to people that are NOT the decision makers, or...

2) You fail to differentiate yourself from your competitors.

But there's also the third reason... a lie. You'll be surprised by how many CFOs lie to you (and to themselves) about their role, position, and motives. Luckily, there's one CFO that will tell you the truth, and give you honest answers on the most complicated questions, and we invited him on the Heads Up Adviser show. 

TUNE IN for our latest episode [Q&A with the CFO] with Gary Bender, and find out how to "hack the CFO code," stop wasting time with non-decision makers, and close more deals in a shorter time. 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Don't forget that you can meet Gary Bender and 10 other amazing professionals in Healthcare, Sales & Marketing at the High Stakes Advising, 2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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GET SH*T DONE for Insurance Brokers with Jeffrey Gitomer


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Get Sh*t Done for Insurance Brokers (with Jeffrey Gitomer)

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Meet John Sbrocco, Craig Lack, Paul Seegert, Jordan Belfort 6 other speakers at HIGH STAKES ADVISING (new date to be announced soon)

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Draw the kids and sensitive souls away from the screens. 

This week we're joined by the King of Sales, a world-class expert, who is not afraid to put the word "SH*T" in the title of his new book... Jeffrey Gitomer. 

Bloggers literally make videos on how to get him to do the interview... because it's not easy. 

He's been a public speaker, bestselling author, and consultant for over 25 years, and NEVER made one cold call...

TUNE IN for our latest episode [GET SH*T DONE for Insurance Brokers] with Jeffrey Gitomer. 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Here's what we cover:  

- How to build relationships with a customer, ask for referrals and grow your sales in geometrical progression

- Prospecting with coffee ☕

- Why humor is a MUST

- Fighting procrastination

- How to create URGENCY in communication

- How to get that sh*t done

Don't forget that you can meet 10 amazing professionals in Healthcare, Sales & Marketing at the High Stakes Advising,  2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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FANOCRACY with David Meerman-Scott


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

FANOCRACY with David Meerman-Scott

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Meet John Sbrocco, Craig Lack, Paul Seegert, Jordan Belfort 6 other speakers at HIGH STAKES ADVISING (new date to be announced soon)

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Team Coca-Cola. Team Audi. Team Apple. Team... [YOUR BROKERAGE COMPANY].

It's a paradox, but we find most connections inside a specific group by separating ourselves from the crowd. 

Not only do we become loyal to the brand that brought us together and find it hard to replace, but we defend our choice in front of our colleagues, friends and family, convincing them to join in. 

So is it possible to create a "tribe" in B2B business and specifically insurance, which most clients find... boring? Will HRs, CFOs, and CEOs passionately discuss your brokerage company at a cocktail party with their peers, telling them what an enjoyable experience they had? 

One man knows.

David Meerman-Scott is joining us on the Heads Up Adviser Show to talk about the concept of "Fanocracy" described in his latest book, which he co-authored with his daughter Reiko Scott.

TUNE IN for our latest episode [FANOCRACY: Turning Prospects Into Raving Fans with David Meerman-Scott], and learn how to create a passion for your company and service, attract clients and keep them (almost) forever.  

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Here's what we cover:  

- The difference between FANDOM and FANOCRACY

- Examples of companies that built a tribe

- Fanocracy for B2B business

- How to leverage Linkedin, Facebook & Instagram for building a tribe of fans


Don't forget that you can meet 10 amazing professionals in Healthcare, Sales & Marketing at the High Stakes Advising, 2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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How To Become A B2B Influencer With Neal Schaffer


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

How To Become A B2B Influencer with Neal Schaffer

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Meet Paul Seegert at HIGH STAKES ADVISING (new date to be announced soon)

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You never get a second chance to make a first impression.

The world is moving towards online communication, and your social media positioning is the new "suit & tie."

Expert profiles often sell service to prospects prior to the actual communication. Although social media positioning is considered the cheapest and one of the most effective ways to build your business, most brokers hold on to the thought that they can't become influencers without a massive following. 

Luckily, Neal Schaffer, who has been a trusted leading educator in the world of social media for business for over 10 years, breaks this stereotype in his new book "THE AGE OF INFLUENCE"

This week, Neal is joining us on the Heads Up Adviser Show to reveal all the basic principles of building a strong personal brand in the latest episode [HOW TO BECOME A B2B INFLUENCER with Neal Schaffer]. 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Here's what you will learn:

- Who are the influencers in B2B world

- A quick and easy way to get started 

- DOs and DON'Ts of the social media world

- Email - Search - Social

- How to leverage your passion

- How to collaborate with other influencers to grow your business


Don't forget that you can meet Paul Seegert at the High Stakes Advising, 2020. (new date to be announced soon)

To a better you!

John Sbrocco and Craig Lack

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Why It’s The Best Time To Prospect with Paul Seegert


 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Why It's The Best Time To Prospect - with Paul Seegert

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Meet Paul Seegert at HIGH STAKES ADVISING (new date to be announced soon)

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​While most brokers think "it's not the right time to call prospects," - a few of those who decided to make small changes and adapt to the new reality, are currently taking on the market. 

One of the Pandemic Prospecting pioneers, Paul Seegert, was able to double his numbers during this short period. He came on the Heads Up Adviser Show to talk about his strategy, sales pitch, and working with common objections.

[TUNE IN NOW] for the latest episode of the Heads Up Adviser [WHY IT'S THE BEST TIME TO PROSPECT]  where Paul Seegert shares his blueprint for Pandemic Prospecting.