Andy NearyI help insurance professionals turn brand awareness into business growth.

Sales Tip: 1. Who are your best clients? 2. Why? 3. Go find more just like them.

9 May 2025 · 1 min

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Andy Neary delivers a short sales-tip video prompting viewers to list their top five clients who allow them to do their best work (not necessarily the highest-paying). He advises also listing five poor-fit clients to reveal a clear dividing line, then intentionally designing products, plans, marketing, and sales to attract more of the top-fit clients. The exercise reportedly simplified and clarified the speaker’s own marketing and sales approach.

Chapters

List out your top five clients you have today. These are the people who let you do your best work. I am not saying the top five because you make the most money on them. New the top five clients that let you do your best work and then do the same exercise. On the flip side, who are the five if you had to be honest with yourself are not a good fit for who you are for what you do because I guarantee you will see a very clear dividing line and what I want you to do is moving forward, look at those top five and start thinking about how you are going to attract those people. How are you building your products, your plans for that person, how are you distributing your marketing to attract that person. Everything you do should come back to that person. When I did this exercise our marketing, our sales approach literally shifted and it became so simplified and clear about who we meant to do business with.