In this episode, Bradley Hamner shares a practical framework for defining every role within an organization. He explains that each position must either grow top‑line revenue or improve profitability, and he demonstrates how to embed this requirement into a job‑description template under a “Bottom Line” section. Hamner illustrates the concept using an accountability chart, showing how to sequence hires based on triggers and domino effects. He emphasizes that the core purpose of any business is to stay in business by being profitable and growing, while the mission is a separate, higher‑order goal. The video also includes sponsor messages for Club Capital and Coach P Consulting, which are unrelated to the core framework.
Chapters
Hey everyone, so I was talking to a business owner just the other day about someone that they were going to hire, and I shared this with them and I thought it would be pertinent for everyone else. In fact, I even added this to our job description template because I felt like it was pertinent and needed to be on the template that we share with all of you. And that template will be also linked alongside this video. And they were talking about some roles that they wanted to have in the organization. As a matter of fact, they had leaned out quite a ways. I mean, if the company had doubled, if really not tripled, actually, what was the organization going to look like? And they had put it on a glass whiteboard, and, and I was really proud to be able to see that because it led us to be able to have some really great discussions about basically the order that they were going to go through and bring these people on. And what's the first domino And then the next one, and then the next one, and what were the triggers going to be? Well, that conversation is really around what's called an accountability chart, and that's actually not the clear outcome for this video. The clear outcome for this video is to ask you, what is the actual role or purpose of the position in every position in your organization? Specifically, even more specific than that, How does that role help the company to make money? How does this role help the company make money? That's actually the question that I asked the business owner, and he said, well, what do you mean? I said, well, at its core, every role either grows top-line revenue or makes the company more profitable. And they paused and thought about it. And they said, "To be honest, I don't think I know." See, they began to think that this would need to be a role that would be filled and probably filled with or needed within the next 12 months, but they had not thought through one fundamental aspect of the role, which was how was it gonna help the company make money? And so that led me down a path as I left there to think, Is that exactly true to every, every role? And so I went through thinking about EAs, growth assistants, marketing team members, sales team members, certainly customer success, so on, managers, so on, finance people, bookkeepers, so on and so on and so on and so forth. And the answer I came to, to myself was yes. Absolutely. Every role is either helping to do one of two things: make the company more money top line, meaning grow revenue, or helping the company to be more profitable. So when you're thinking about building out a job or a job description for one of the roles and using the template that we have, at the very top underneath overview, which is just a high-level overview, I actually put the that section that says, what's the bottom line here? How does this role absolutely help you to be able to make money in the organization? I hope that helps. I know it's a super simple section to be able to add to your job descriptions, but I think it also becomes a forcing function for us as the business owner to be able to say, how does this role help make money? And then we can communicate that specifically to that team member So they always know how they, in that position, in that functional role in the organization, helps the company to make more money. And so at the end of the day, the purpose of all businesses is to stay in business, and the way a business stays in business is through remaining, of course, profitable and continuing to grow. Now, your mission, that's a different thing, and that's the for another time in another video. But in my belief, the purpose of every business is first you've got to be able to stay in business, or you can't— you don't have a chance to be able to fulfill on your mission and be able to hit the visions and goals that you have for the organization. Hope that helps.
Are you an agency owner looking to grow your revenue, increase your bottom line, and better manage your taxes? Club Capital is here to help. Club Capital is the largest accounting and advisory firm for insurance agents in the country, providing monthly accounting, tax strategy, and CFO services. Way more than bookkeeping and your everyday run-of-the-mill tax prep. Klub Capital is focused on providing financial and tax advisory services that help you plan and forecast your agency's performance. Their financial dashboards and agency forecasting tools help you better understand your agency's historical performance, create and measure future targets, and see how your agency compares to your peers around the country. Imagine what it would be like to understand the impact to your bottom line when deciding to hire a new employee. Or forecast the impact rate changes or commission rates will have on your business. With over $200 million in tracked annual revenue and $140 million in tracked annual expenses, Club Capital has the data and the team to help you make better informed decisions for your agency. They will help you turn that back office stress into the backbone of your agency's success by giving you the tools to take your agency and your leadership to the next level. Visit club.capital today to book a solution overview with one of our business consultants. Club Capital, way more than a CPA firm.
Ambition is the first step towards success. It's time to level up your agency, and Coach P Consulting will help you do just that by using the same strategies he used to sell over 700 life insurance policies in 2021 alone. Now, this is not your regular one-and-done type coaching. You'll get personalized coaching 2 days a week, every week of the month, and you'll get a live look behind the scenes of his team training and an office that's performing at the highest level. There's a reason Coach P Consulting is the fastest growing coaching company for insurance agency owners in the country. Coach P will train your team alongside his own and show you the exact steps they are taking to achieve Chairman's Circle, Exotic Travel, and Multi-Line Presidents Club and be one of the few agents to be selected to have a third office. So whether your goal is to be at the top of your local market or amongst the best in the country, this training will give you the strategies and the tactics to get there. For just $250 a month, you'll get high-level coaching each week from someone who is already getting it done at that level. And his strategies work, and it's time to put them to work for you. Sign up at CoachPeteConsulting.com
