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

Sound advice 👆 on work | life integration.

1 Oct 2024 · 1 min

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A short conversational transcript from a YouTube video (Andy Neary interviewing a guest) about designing a business/agency to fit personal lifestyle goals. The guest describes rejecting pressure to scale by hiring or pursuing large clients, instead intentionally keeping a smaller, creative client load so the business ‘caters to my lifestyle.’

Chapters

One thing I've always admired about you, man, is you have built your agency around your lifestyle. Talk about what was behind your design of prosperity.
I love this question, first of all, and I appreciate it. So I remember reading in one of the benefits publications, you know, years ago, my book was smaller than it is today, right? But I remember reading, like, the Producer Rule, and it was written for some, you know, national or regional brokerage house. Every producer needs to put in, you know, $750,000 in terms of their book size for the model to work, you know, for them to earn enough to support account management, overhead operations, all the things. And I'm like, how will I even get there without trying to hire someone? Like, I need bigger clients. I need that. Several people tried to advise me into doing just that, right? It's like, you need to hire, you need to invest, you need a brick and mortar. And the longer I went on just doing what I wanted to and being creative and not overloading myself with too many clients to be able to take care of a certain way, right? And honestly, I mean, the way I've set my business up, it just. It does. It just caters to my lifestyle.