Podcast appearances and mentions of andy neary

The construction industry has digitized, but the insurance industry hasn't kept up. Most carriers still price risk based on outdated proxies, ignoring the massive amount of real-time safety and operational data available through tools like Procore and Samsara. This disconnect means safer, tech-forward contractors are subsidizing the premiums of their higher-risk competitors.My guest, Danil Kolesnikov, Founding Engineer at Shepherd, joins me to discuss how they are using technology to fix insurance pricing. We dive into Shepherd's thesis that contractors who use software to manage their jobsites are inherently better risks and should be priced accordingly. Danil explains the engineering behind their proprietary underwriting platform, how the "Shepherd Savings" program turns software usage into premium credits, and why accurate, data-driven pricing is the only way to build a sustainable book in high-hazard industries.Chapters:(00:00:00) Using Technology To Better Price Insurance Risk (00:02:15) The Thesis: Why Tech Adoption Indicates Lower Risk (00:04:20) Build vs. Buy: Engineering a Proprietary Underwriting Platform (00:07:45) Efficiency in Pricing: The Value of the "Speed to No" (00:13:15) Navigating Complex Markets: Pricing Risk in CA and NY (00:16:40) Shepherd Savings: Converting Data into Premium Reductions (00:20:10) Scaling the Book: Using AI to Enhance Underwriting Precision▶▶ Sign Up For Your Free Discovery Callhttp://completegameu.com/agaCONNECT WITH ANDY NEARY

Every insurance agent has a graveyard of "dead" leads; prospects you called once, got sent to voicemail, and never touched again. You think they are worthless, but you are actually sitting on a goldmine. The data shows that for every 1,000 old leads gathering dust in your CRM, there is roughly $270,000 in commissions waiting to be claimed.My guest, Michael McMillan, President of Financialize, joins me to prove why you need to stop chasing new leads and start reviving the old ones. In this episode, we break down the "Lead Revival" framework that turns cold data into six-figure revenue. Michael explains why most producers fail at follow-up (laziness), how to balance automation with the necessary "human touch" to wake up dormant prospects, and the specific math behind mining your existing database. Stop leaving money on the table.▶▶ Sign Up For Your Free Discovery Callhttp://completegameu.com/agaKEY MOMENTS(00:00:00) Your "Dead" Leads Are Worth $270,000 (Stop Ignoring Them) (00:02:03) The Discipline to Change: Michael's 200lb Weight Loss Journey (00:08:18) Shared vs. Exclusive: Why You Are Buying the Wrong Leads (00:14:02) Automation Fails Without the "Human Touch" (00:21:22) The Math: Why 1,000 Old Leads = $270k in Revenue (00:26:46) You Can't Revive Leads if Your Brand Sucks (00:37:51) Sales Leadership: Stop Letting Rookies "Figure It Out" (00:41:14) The 13-Year-Old Entrepreneur: A Lesson in Modern Hustle (00:45:27) Michael's Routine: Why the Morning Starts in the WordCONNECT WITH ANDY NEARY

Most agencies treat employee benefits as a secondary revenue stream - a product to be sold rather than a risk to be managed. They silo their commercial and benefits teams, leaving the client with a disjointed strategy that fails to address their second-largest line item after payroll.My guest, Kevin Handzlik, Director of Employee Benefits at Ellerbrock-Norris, joins me to flip the script. Coming from an actuarial background at Milliman, Kevin brings a data-driven perspective to the brokerage world. In this episode, we break down why pharmacy costs have skyrocketed to 40% of claims spend, how to apply commercial risk management principles to health plans, and why self-funding is a vehicle, not a product. This is the blueprint for breaking down agency silos and protecting your client's purpose.Chapters:(0:00) From Actuarial Consulting to Agency Leadership: Kevin Handzlik's Story (5:16) Stop Selling Health Insurance, Start Solving Business Problems (9:09) The 40% Problem: Why Pharmacy Costs Are Skyrocketing (13:44) Applying Risk Management Principles to Employee Benefits (17:28) Overcoming the Fear of Self-Funding: Education vs. Sales (21:52) Breaking Down Silos: Why Commercial and Benefits Must Work Together (25:20) Stop Pitching Solutions: The Power of Asking Better Questions▶▶ Sign Up For Your Free Discovery Callhttp://completegameu.com/agaCONNECT WITH ANDY NEARY

Losing a big account hurts. Your natural instinct is to get defensive, blame price, and block the other broker on LinkedIn. But what if the secret to your future growth lies in picking up the phone and congratulating the person who just beat you?My guest, Ruth Manka, Executive Director of Intersure, advocates for a radical strategy called "coopetition." In this episode, she explains why the most successful independent agencies are sharing their secrets with rivals rather than guarding them. We discuss why you should debrief with the competitor who stole your business to learn where you failed, how to stay independent in an M&A-obsessed world, and why an abundance mindset is the ultimate competitive advantage. This is the argument for turning your enemies into your best teachers.▶▶ Sign Up For Your Free Discovery Callhttp://completegameu.com/agaKEY MOMENTS(0:00) Why You Should Call the Competitor Who Just Stole Your Client (4:17) Community vs. Networking: Why Most Groups Fail (7:30) The "Coopetition" Strategy: Sharing Secrets to Win (14:30) The Call: How to Debrief a Loss with Your Rival (15:28) Staying Independent in a World of Mergers (24:10) AI is Your Thought Partner, Not Your Replacement (30:52) The Abundance Mindset: Why the Good Guys Win (37:04) Ruth's Routine: Light Therapy and the "Reverse 80/20 Rule"CONNECT WITH ANDY NEARY

"You look too young. You can't talk to me about my benefits." That was the feedback Stephanie Handschuh received from a CFO early in her career. It is a bias that plagues the insurance industry, where the average age is pushing 60 and the "old guard" still holds the keys. With a massive wave of retirements on the horizon, the industry is in the middle of a culture clash between the traditional "golf and drinks" crowd and a new generation demanding tech, resources, and rapid growth.My guest, Stephanie Handschuh, Principal at Palmer & Cay, joins me to discuss how to navigate this generational divide. We talk about the burden on the "Middle Generation" to bridge the gap, why Gen Z doesn't care about your country club membership, and how young producers are using content to bypass the age objection entirely. This is the truth about what it takes to succeed when you are the youngest person in the room.Chapters:(0:00) The Silver Tsunami: Why the Industry is "Male, Pale, and Stale" (3:32) The AI Stance: Why You Can't Just "Evaluate" It Anymore (6:55) Gen Z Demands: Why They Want Titles Over Job Security (11:54) The Death of the "Three Martini Lunch" Culture (15:21) The Hardest Lesson for Young Producers: Pick Up the Phone (18:35) "You Look Too Young": Overcoming Age Bias in the Boardroom (20:37) How a 25-Year-Old Producer Won a President's Trust via Content▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

In an industry obsessed with mergers and acquisitions, staying independent is a radical act. Most agencies sell out or fade away, but Rue Insurance has thrived for 108 years across four generations. How do you build a legacy that lasts a century without losing your edge?My guest, Bill Rue Jr., President of Rue Insurance, joins me to share the blueprint for longevity. A former investment banker and Wharton grad, Bill discusses how he applies high-level business discipline to a family agency. We get into why they refuse to sell, how they transitioned from "hunting" to brand-driven marketing to support their producers, and the "Be Ready" philosophy that operationalizes their culture. This is the guide for agency owners who want to build a legacy, not just a book of business.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(0:00) 108 Years of Independence: The Rue Insurance Story (1:11) From Investment Banking to Checking Policies: Earning Your Stripes (6:38) "Be Ready with Rue": Operationalizing Your Agency Culture (9:23) How to Build a Benefits Department from Scratch (14:06) Stop Hunting, Start Marketing: The New Role of the Producer (18:43) The Power of Peer Groups: Why You Can't Grow Alone (20:34) The Future of Insurance: AI vs. Relationships (24:59) Using AI as a Thought Partner, Not a Replacement (27:06) Advice for New Executives: Don't Wait to Ask for Help (29:00) The Morning Routine of a 4th Generation PresidentCONNECT WITH ANDY NEARY

In the insurance industry, we are taught that value equals output. We measure success by how hard we grind, how many calls we make, and how much revenue we personally drive. But there comes a point where your hustle becomes the bottleneck that chokes your agency's growth. If you are doing everything, your team can't do anything.My guest, Tim Leman, CEO of Gibson, learned this the hard way. After years of operating as a high-octane "sales jockey" and player-coach, he realized that to truly scale, he had to stop equating his self-worth with his daily productivity. In this episode, Tim reveals how doing less operational work allowed him to help his company grow more. We break down his transition from top producer to visionary CEO, the "Jerry Maguire" moment that forced a culture shift, and how implementing an operating system gave him the freedom to build a massive 2033 vision.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How Doing Less Helped My Company Grow More (00:08:40) The "Jerry Maguire" Letter: A Lesson in Moving Too Fast (00:16:07) Leading Through Crisis: The Recession Wake-Up Call (00:21:40) The Feedback Trap: Why Speed Can Look Like You "Don't Like People" (00:27:00) The Mindset Shift: Valuing Strategy Over Output (00:30:40) Why Being a Great Producer Doesn't Make You a Great Manager (00:34:59) The Result of Doing Less: The 2033 Vision for ScaleCONNECT WITH ANDY NEARY

Most producers say they want to dominate 2026, yet many are still waiting for permission. Waiting for the “right time” to invest in themselves. Waiting to see if someone else will sign off on it. That mindset quietly keeps people stuck—and it's far more common than most want to admit.In this episode, I sit down with my client and friend, Andy Neary, for an honest, no-fluff conversation about what actually holds high performers back. We talk about why driven professionals often struggle with self-worth, why chasing a “guaranteed ROI” can sabotage momentum, and how confidence isn't something you wait to feel—it's something you build by consistently showing up for yourself.This is a real conversation about responsibility, ownership, and what it takes to stop playing small as the new year approaches.About The Guest: Andy Neary is a speaker, author, podcast host, and coach dedicated to helping professionals build the mindset, habits, and strategies needed to excel in business and life. A former professional baseball player in the Milwaukee Brewers organization, Andy leveraged discipline, unshakeable drive, and consistent daily habits to succeed at the highest level — despite being undersized for his position. Andy Neary - Speaker, Author, ConsultantToday, he applies those same lessons off the field through Complete Game Consulting, a coaching and training company he founded in 2019, where he advises insurance professionals and agencies on mindset, marketing, branding, and performance. Andy is also host of Bullpen Sessions, a podcast for driven professionals focused on mindset and tactics for success. He's a contributing author to the Amazon best-selling book Breaking Through the Status Quo and is a sought-after keynote speaker for events and podcasts. Andy lives in south-central Wisconsin.If you enjoyed this episode, make sure and give us a five star rating  and leave us a comment on iTunes, Podcast Addict, Podchaser and Castbox about what you'd like us to talk about that will help you realize that at any moment, any day, you too can decide, it's your turn! 

Most producers claim they want to dominate in 2026, but they are waiting for permission. They wait for the "perfect time" to invest in themselves, or worse, they wait to see if their "boss will pay for it." This mindset is a one-way ticket to mediocrity. If you aren't willing to bet on yourself when the chips are down, why should anyone else?In this special joint episode, I am joined by my own mindset and performance coach, Christina Lecuyer. We strip away the fluff and deliver the hard truths you need to hear before the new year. We discuss why high achievers struggle so much with self-worth, the danger of waiting for a "guaranteed ROI" before taking action, and why confidence isn't a feeling - it's a muscle you build by keeping promises to yourself. This is the wake-up call you need to stop playing small.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Bet On Yourself: The Mindset You Need to Win in 2026 (00:03:48) The Moment I Stopped Playing Small (00:06:45) Why Money Without Health is Failure (00:18:19) The High Achiever's Curse: Perfectionism vs. Progress (00:24:36) The Litmus Test: "Will My Boss Pay For It?" (00:33:00) Confidence is a Muscle You Build, Not a FeelingCONNECT WITH ANDY NEARY

Building a personal brand and driving sales usually requires you to be awake, on camera, and actively recording. It's a time-intensive grind that places a hard cap on your revenue; you simply cannot be in every sales conversation at once. But what if you could deploy a digital version of yourself to close deals and create content 24/7?In this episode, I'm joined by Jim Carter III, a highly-sought after AI strategist who I worked with to build the clone for my agency. Together, we break down exactly how to clone yourself with AI. We explore the specific tech stack (HeyGen for video and ElevenLabs for audio) that allows you to create a hyper-realistic digital twin capable of working while you rest. Jim walks us through the step-by-step process of recording "fine-tune" footage to train the AI on your specific mannerisms, and how to use this technology to automate your social media presence and sales outreach. This is your guide to escaping the time-for-money trap.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Bottleneck: Why You Can't Scale Sales Yourself (00:02:15) The "Digital Twin" Strategy (00:05:40) The Cloning Tech Stack: HeyGen and ElevenLabs (00:10:20) Training the AI: Recording Your "Fine-Tune" Footage (00:15:30) Selling While You Sleep: Automating Outreach (00:19:45) The Future of Agency Growth: Scaling Without BurnoutCONNECT WITH ANDY NEARY

Most agency owners treat profit as an afterthought; it's just whatever is left over at the end of the year. This "Bank Balance Accounting" mindset leads to a high-stress cycle of overspending in good months and panicking during tax season. It turns profit into a gamble rather than a guarantee.My guest, fractional CFO Alicia Ostis, joins me on The Broker's Voice to share the specific financial system that flips this equation. We break down the 5-bank-account framework that forces profitability from day one, regardless of your revenue. We also cover the "Drip Account" strategy to survive commission volatility and the exact allocation percentages you need to ensure you, the owner, get paid first every single time. This is the blueprint for guaranteeing your agency's financial health.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Accounting System That Guarantees Agency Profit (00:02:45) Why "Bank Balance Accounting" is Losing You Money (00:06:45) The 5-Account Framework: Setting Up the System (00:11:51) The "Drip Account": How to Smooth Out Huge Commission Checks (00:16:29) Scaling the System: Adjusting Percentages as Revenue Grows (00:26:29) Personal Profit: Applying the System to Your Home FinancesCONNECT WITH ANDY NEARY

Executives are "corporate athletes," facing the same intense pressure, grueling schedules, and high stakes as professional athletes - but without the training, recovery, or support. Most leaders run on adrenaline and caffeine until they hit a wall, mistaking burnout for a badge of honor. It's a dangerous game that sacrifices health for short-term gains.My guest, Pete Mueller, has been coaching executives since 1990, and he's here with a new game plan. In this episode, we break down how to stop treating your body like a machine and start training it for longevity. We get into the critical role of "neuromuscular resets," why strength training is the currency of longevity, and the simple, sacred habits you need to implement now to sustain high performance without the crash. This is the guide for leaders who want to win in business without losing their health.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Why Executives Need to Train Like Athletes(00:00:47) The Corporate Athletes (00:03:16) The Silent Killer: How Adrenal Fatigue Destroys High Performers (00:08:17) The Neuromuscular Reset: Fixing Your Body's "Cheat Codes" (00:15:06) The Power of Breath: Moving from "Fight or Flight" to Focus (00:20:03) Strength Training: The Currency of Longevity (00:35:07) The First Step: Put Your Own Oxygen Mask on FirstCONNECT WITH ANDY NEARY

"Efficiency is the new equity." In the traditional agency model, growth usually means hiring more people to do more manual work. This linear relationship eats into your margins, complicates your operations, and ultimately caps your agency's valuation. To truly scale, you have to break the link between revenue growth and headcount.My guest, Rodney Mattos Sr., returns to the show to break down the math behind this shift. In this episode, we explore how his platform allows agencies to move from "people hours" to "precision hours." We get into the financial mechanics of how reducing OpEx through automation doesn't just increase profit - it expands your EBITDA multiple, exponentially increasing your enterprise value. This is the strategy for building a predictable, high-value agency that investors love.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How AI Multiplies Agency Value (00:16:18) The "Post Office" Solution: Solving Data Gridlock (00:23:41) The Mirror Effect: Technology That Reflects Human Judgment (00:35:28) The Math: How Efficiency Expands Your Multiple (00:41:47) The Shift From "People Hours" to "Precision Hours" (01:05:03) The Goal is Freedom, Not Fewer PeopleCONNECT WITH ANDY NEARY

In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We're joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his business.From the importance of patience in marketing, to the 90-day “this isn't working” phase, to the moment the hockey-stick breakthrough appears, this conversation is packed with the mindset, discipline, and strategy agency owners desperately need today. If you want to understand the core pillars of an effective marketing strategy and how consistency compounds into massive growth, this episode is your roadmap.Perfect for agency owners, producers, marketers, and anyone ready to stop surviving and start scaling.Join the elite ranks of P&C agents. Sign up for Agent Elite today and get exclusive resources to grow your agency!

The insurance industry often hires for pedigree: the right degree, the right school, and a polished background. But my guest, Misty Carson, proves that grit outperforms a resume every time. Her journey starts in extreme poverty in a trailer park, navigating life as a teen mom, and leads all the way to the top of the insurance game.In this episode, Misty shares the raw reality of how she went from surviving to thriving. We discuss how she translated the hustle of the car sales floor into insurance success, why non-traditional talent is the industry's biggest missed opportunity, and how she turned being "battle-tested" into her greatest competitive advantage. This is the story of what happens when you refuse to let your circumstances define your future.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) She Went From Poverty to Top Producer (00:00:56) The Origin Story: Escaping Poverty and Defying the Odds (00:07:06) The Turning Point: Learning to Bet on Yourself (00:09:34) How Selling Cars Prepared Her to Dominate Insurance (00:18:49) Why the Best Producers Don't Always Have "Perfect" Resumes (00:24:28) "Battle-Tested": Turning a Hard Past Into a Powerful BrandCONNECT WITH ANDY NEARY

Volunteer fire departments and EMS organizations face risks that most businesses can't even imagine. From wrongful termination claims to the unique dangers of the job, they need more than a standard policy, and they need a partner who understands the fire service from the inside out.My guest, Ed Mann, served as the Pennsylvania State Fire Commissioner for 15 years before joining Provident Agency. In this episode of The Broker's Voice, he shares the game plan for protecting first responders. We get into the critical importance of Employment Practices Liability Insurance (EPLI) for volunteer departments, how Provident's lifetime benefits protect those injured in the line of duty, and the powerful educational resources they provide to keep departments safe and compliant. This is the guide for brokers who want to serve the people who serve our communities.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

The status quo is a lack of desire to do something different simply because what you've always done is comfortable. In the insurance industry, this mindset is a death sentence. Agencies are still training producers on sales tactics from two decades ago, ignoring the reality that the game has completely changed.If you want to scale, you have to kill the status quo. In this episode, I'm giving you the framework to modernize your entire sales process. We break down how to use AI to automate your pre-meeting research, the 7-step formula to take total control of the discovery meeting, and why your current proposal strategy is losing you deals. This is the guide to stop doing what's comfortable and start doing what works.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The "Status Quo" Sales Process is Killing Your Growth (00:05:35) Stop Evaluating AI: It's Here to Stay (00:07:46) Stage 1: Using Tech to Prepare Your Prospect for a Win (00:14:06) Stage 2: Controlling the Discovery Meeting (The 7 P's) (00:19:51) Stage 3: The 3-Step Proposal FrameworkCONNECT WITH ANDY NEARY

There is a dangerous myth in the industry that building a personal brand means you never have to pick up the phone again. Producers start posting on LinkedIn and assume the leads will just roll in, using content as an excuse to avoid the hard work of prospecting. It's a mindset that leads to a dry pipeline and missed targets.My guest, Micah Salas, proves that the most effective strategy is doing both. Despite being a top producer with a published book and a strong following, he still commits to making 40 cold calls every single day. In this episode, he breaks down the math behind his daily volume, why he believes "more is still more," and how combining a strong reputation with high-volume outreach makes every dial more effective. This is a reality check for anyone hoping to replace the hustle with a hashtag.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Why This Top Producer Still Makes 40 Cold Calls A Day(00:03:29) From Unemployment to Top Producer: A Journey of Persistence (00:14:03) The "Brother-in-Law" Test: Creating Authentic Content (00:26:42) How to Never Run Out of Content Ideas (00:30:51) The Introvert's Approach to Cold Calling(00:33:36) The Math Behind 40 Calls A DayCONNECT WITH ANDY NEARY

Most employers are wasting money on "cost containment" solutions that nobody uses. They buy a 1-800 number or a wellness app, hoping for savings, but get zero engagement because employees don't trust a stranger at a call center. If your advocacy solution has no engagement, it has zero ROI. It's like playing slots in the "Healthcare Casino"—you keep putting money in, but the house always wins.Real ROI requires real trust. My guest, Matt McQuide of Synergy Healthcare, joins me on The Broker's Voice to break down the financial impact of Embedded Clinical Advocacy. We discuss why assigning a dedicated nurse to a specific client (not a random voice on a phone line) is the only way to drive the engagement necessary to redirect care and prevent catastrophic claims. This is the strategy for turning advocacy from a line item expense into a massive return on investment.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

Agency leaders make a fatal assumption: that their million-dollar producers are self-sufficient. The reality is, these all-stars drive 80% of your revenue, and they're often the most neglected. They're a massive flight risk, not because they're unhappy, but because they're stuck.The strategies that got your top producers to their first million won't get them to the next level—they've hit a new plateau and need a new set of tools. In this episode, I'm giving you the new framework for supporting your best people. We get into why building their personal brand is the only strategy that matters for scaling, how to use platforms like LinkedIn to build their credibility, and why the agencies that "rent the brands of their producers" are the only ones who will win the future.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Why Your Top Producer Is About to Quit (00:00:47) The Fatal Flaw: Neglecting Your Top Producers (00:04:44) The 80/20 Problem: Your Revenue Is at Risk (00:05:31) The Scaling Solution: Building Their Personal Brand (00:14:09) The New Agency Model: Rent Their Brand, Not YoursCONNECT WITH ANDY NEARY

The fee-for-service model isn't just failing your clients; it's actively burning out the very doctors they're supposed to trust. My guest this week, Dr. John Van Der Veer, isn't just a critic of this broken model; he's a refugee from it. After hitting his own breaking point as a primary care doc and Chief Medical Officer, he built the alternative: a Direct Primary Care (DPC) practice. In this episode, Dr. Van Der Veer gives you a doctor's firsthand account of why the FFS system is designed to fail. We get into the new framework that DPC provides, how it actually aligns incentives to save your clients money, and how he's scaling it through a massive partnership with Hy-Vee. This is the proof you need to finally lead your clients away from the problem and toward the solution.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) A Doctor's Take On How Fee-For-Service Is Failing Your Clients (00:09:05) The DPC Fix: Realigning Incentives with Patient Care (00:09:24) The Gateway to Smarter, Cheaper Advanced Care (00:11:29) More Time, Better Outcomes: The DPC Patient Experience (00:24:01) Scaling the Solution: The Hy-Vee Partnership (00:32:22) The Engagement Strategy: Getting People to Actually Use DPC CONNECT WITH ANDY NEARY

The benefits market is flooded with solutions that promise innovation but deliver total chaos. They're built on "razor-thin margins" to chase top-line revenue, and the service inevitably collapses, leaving you, the broker, to clean up the mess and take the blame. It's a broken model that ruins your reputation.But what if you could offer a plan with the stability of a BUCA, the innovation of a tech company, and get a quote in 48 hours? My guest, Caleb Parker of Angle Health, joins me on The Broker's Voice to share his framework. We get into why Angle is built on an "AI-native" chassis to deliver precision underwriting, how they avoid the margin trap that kills other solutions, and why they can deliver a Jan 1st quote on Jan 10th. This is the game plan for finally having a stable, scalable alternative.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

The American way of selling is a high-stress, quantity-obsessed grind. We're taught to chase more prospects, make more calls, and just do more: a relentless chase that inevitably leads to burnout. But what if the real path to scaling your business was built on a foundation of "less, but better"?I just got back from Italy, where the entire culture is a powerful reminder that there's a different way to live and work. In this episode, I'm sharing the "Italian Approach to Sales" - a game plan for growing your book with a lot less stress. We get into the three lessons I learned: the artisan's power of consistency, the focus on quality over quantity (in both food and clients), and the genius of simplifying your process with modern tools. This is the strategy for achieving more success, not by doing more, but by being more effective.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Italian Approach to Sales: Less Stress, More Success (00:05:33) Lesson 1: The Artisan's Consistency (Your Pipeline Game Plan) (00:10:24) Lesson 2: Quality Over Quantity (The Food & Client Formula) (00:13:51) Lesson 3: The Secret to Less Stress (Simplifying Your Process)CONNECT WITH ANDY NEARY

Most insurance agencies market themselves like they're still stuck in the last century, relying on tired tactics, generic messaging, and treating their marketing team like order-takers.But what if your marketing could be your agency's ultimate weapon? My guest, Aubrey King, Director of Marketing at McConkey Insurance & Benefits, is here with a new framework for breaking out of the "boring insurance" mold. We get into why traditional agencies resist change, how McConkey uses its unique non-commissioned model to stand out, and the critical need to tailor your message and empower your marketing team. This is the guide for agencies ready to stop blending in and start getting noticed.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Stop Marketing Like It's 1990, with Aubrey King (00:06:09) The Marketer's Mindset: How Personal Challenges Fuel Professional Growth (00:09:37) Why Traditional Agencies Are Allergic to Modern Marketing (00:12:01) The Ultimate Differentiator: McConkey's Non-Commissioned Advantage (00:17:19) The Modern Marketing Formula: Audience, Message, Channel (00:24:09) Beyond Selling: Using Content to Educate & Retain Clients (00:31:21) The Agency Leader's Job: Get Out of Marketing's WayCONNECT WITH ANDY NEARY

Most independent agencies lack a compelling story, have no true specialization, and fight to be seen as anything more than a commodity that can be replaced by a cheaper quote. It's a constant struggle to prove your value in a crowded market where trust is everything.But what if your agency's unique story was your greatest asset? My guest, Andor Tobelem from Miami Insurance Brokers, joins me on The Broker's Voice to share the game plan his family agency used to thrive. We get into their incredible journey from Venezuela to Miami, how they built a powerful brand by specializing in the international market, and why their goal is to be on every client's "speed dial" next to their lawyer and doctor. This is a lesson in how to build an agency that is impossible to forget and even harder to replace.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

The future of this industry belongs to those who collaborate. My guest, Jessica Brooks-Woods, CEO of NABIP, is here with a game plan for why unified action is the only path forward. In this conversation, we break down how advisors, brokers, and industry partners can work together to solve the massive challenges our clients are facing. This is a masterclass in building a career and an industry on the powerful idea that we are stronger together than we are apart.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Future of Insurance: Collaboration Over Competition (00:10:37) A New Framework: Driving Client Value Through Collaboration (00:19:21) A Leader's Journey: The 'Why' Behind the Mission (00:23:24) Unified Action: How Brokers Can Force Real Change (00:32:11) The Ultimate Goal of Collaboration: Empowering the Patient (00:40:42) A Warning for Leaders: The Coming Wave of TransparencyCONNECT WITH ANDY NEARY

Every producer in this industry, from the rookie to the top all-star, gets the exact same 24 hours in a day. It's the ultimate equalizer. Yet, most waste this invaluable resource on outdated training, get bogged down in service work, and lack the discipline to focus on what actually drives growth. They treat time as something that just happens, not as their most critical asset.The top 1% understand that how you manage your time is the #1 differentiator between mediocrity and massive success. In this episode, I'll give you the game plan for how elite producers leverage time at every stage of their career. This isn't about working more hours; it's a new framework for using your time to build an unbeatable competitive advantage.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Time Management: The #1 Differentiator in Sales (00:05:46) The New Producer's Time Advantage (00:09:04) The Validated Producer's Productivity Game Plan (00:13:49) The All-Star's Framework for Buying Back TimeCONNECT WITH ANDY NEARY

Every broker has clients with a workforce they can't solve for: hourly, seasonal, part-time, etc. These are the "hard-to-insure" employees who are often priced out of major medical plans, leaving them with no access to essential care. This isn't just a benefits problem; it's a business problem that drives turnover.But what if there was a way to provide valuable healthcare to these employees without breaking your client's budget? My guest, Mike Anarumo of Champion Health, joins me on The Broker's Voice with the game plan for the CHAMP Plan. We get into how this unique supplemental benefit is specifically designed for these hard-to-insure workforces, providing $0 cost access to primary care, urgent care, and prescriptions. This is the how-to guide for solving one of the toughest challenges a broker faces.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

The modern market is designed to crush the independent agency. For many, the goal is no longer to thrive; it's just to survive in an increasingly hostile environment.But you don't have to go it alone. My guest, Pam Schlotzhauer of United Benefit Advisors (UBA), is here with the game plan for how independent agencies can fight back, thrive, and scale. In this conversation, we break down the UBA model of collaboration over competition, a framework that gives members the collective buying power, shared expertise, and cutting-edge tools to compete with the giants.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Compete With National Firms (Without Selling Out) (00:00:42) The UBA Model: Gaining Scale While Staying Independent (00:04:06) The Power of the Collective: Buying Power, Bonuses & AI (00:05:51) You Don't Know What You Don't Know: The Value of Shared Expertise (00:10:00) The Application Process: Who is a Good Fit for UBA?CONNECT WITH ANDY NEARY

For decades, the insurance industry's default answer to every growth problem is to "hire more people." Need more sales? Hire a producer. This isn't a strategy; it's a trap, and it saddles your agency with massive overhead.It's time for a new model: Stop hiring for tasks that AI can master. In this episode, I'll show you exactly how to do it. We'll get into the game plan for using AI to scale your agency, from digital clones that handle client service 24/7 to automated systems that generate leads and eliminate the mundane work that causes burnout. This is the new framework for growth, and it doesn't require a single new headcount.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Stop Hiring People. Start Using AI. (00:01:40) The Broken "Hire More People" Model(00:08:09) The AI Solution for Client Service: Digital Clones (00:12:09) The AI Solution for Sales: Automated Lead Generation (00:15:27) The AI Solution for Retention: Curing Service Team BurnoutCONNECT WITH ANDY NEARY

In the boardroom, the biggest enemy is often fear. CFOs and HR leaders get paralyzed by the fear of change, letting their teams suffer under broken health plans because doing nothing feels safer than taking decisive action.But on the battlefield, indecision gets people killed. My guest on this episode of Broker's Voice, Rich Hess, is a Marine Corps combat veteran who brings that battlefield mindset to the boardroom. In this episode of The Broker's Voice, he shares his game plan for employee benefits, forged on the front lines of Desert Storm. We get into why "combat preparedness" is the key to educating employees and how a Marine's approach gives you the framework to lead clients through fear to a real solution.Chapters:(00:00:00) From The Battlefield to The Boardroom: A Marine's Approach to Benefits (00:01:30) Forged on the Front Lines(00:10:17) Battlefield Lesson #1: Crisis is an Opportunity (00:14:42) The Mission: Defining Who You're Fighting For (00:21:07) Boardroom Strategy: Designing Plans Based on Culture (00:24:39) Battlefield Lesson #2: The Tourniquet Test & Preparedness▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

What do you do when your world collapses? When your son is diagnosed with a rare and aggressive cancer, and you meet another father in the hospital who has lost his job and can't afford a $2 parking fee? This isn't a hypothetical, it was the reality for my guest, Tom Sutter. It's a level of tragedy that can break a person and force them to give up.But Tom didn't just survive; he found his life's mission in the middle of the wreckage. In this episode, he shares his incredible journey of co-founding Cal's Angels, a foundation that supports children and families fighting pediatric cancer. We get into how this purpose reshaped his entire approach to his insurance career, teaching him that real success is built on authenticity, transparency, and a genuine desire to help people. This is a powerful conversation about how the worst moments in life can unlock your greatest purpose.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How Tragedy Drives Purpose: The Journey of Tom Sutter (00:16:07) The Catalyst: Cal's Story and a Father's Unimaginable Fight (00:25:55) The Mission: Building Cal's Angels on a Foundation of Transparency (00:27:16) The Shocking Truth About Pediatric Cancer Funding (Only 4%) (00:36:32) The Transformation: How This Journey Reshaped His Insurance CareerCONNECT WITH ANDY NEARY

In this episode, I break down the 3 unconventional sales rules that have generated millions for my company. You'll learn why your goal is a clear decision (not just a "yes"), why the follow-up is 100% your responsibility, and why your first job is to disqualify prospects. This is the new rulebook for advisors who are ready to get real results.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) 3 Unconventional Sales Rules That Get Results (00:06:11) Rule #1: Don't Be Afraid Of “Nos”(00:09:04) Rule #2: Measure the Activity, Not the Result (00:12:16) Rule #3: Disqualify Prospects as Fast as PossibleCONNECT WITH ANDY NEARY

What if industry chaos is your biggest opportunity to build unbreakable trust? My guest, Brennen Grone of Rainbow, joins me on The Broker's Voice with a game plan for building lasting client relationships in the toughest markets. We break down how becoming a true specialist, backed by a responsive, underwriting-led partner, turns you from a quote-fetcher into an invaluable counselor. This is a masterclass in using expertise and reliability to build a business that clients will never want to leave.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionCONNECT WITH ANDY NEARY

Being a great salesperson doesn't automatically make you a great CEO. The industry is filled with agencies great at bringing in business, but lacking the foundational systems and leadership to truly scale. This leads to frustrating plateaus and missed opportunities.In this episode, my guest Dan Meylan, who's started, bought, and sold multiple agencies, lays out the scaling blueprint that guarantees your agency can grow effectively. We dive deep into the critical difference between selling insurance and running a business, exploring Dan's "Core Competency Matrix”, the nine essential pillars every owner must master. This isn't just theory; it's a practical guide to building the robust systems, strategic planning, and intentional leadership that transforms a successful agency into a significant, truly scalable enterprise. Learn how to stop being just a great salesperson and start being the CEO your agency needs to reach its full potential.Check out the Core Competency Matrix: https://drive.google.com/file/d/1ATuL-ufDikA5fsHsUSMEbOOGM3ZSANJ1/view?usp=sharingAnd the Survivor-Successful-Significant Slide: https://docs.google.com/presentation/d/1AvQ_4X5MXrYjEPfkZ2acMquf9J0-oOWB/edit?usp=sharing&ouid=103097408500051405818&rtpof=true&sd=true▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) How to Guarantee Your Insurance Agency Scales, with Dan Meylan(00:02:02) Selling vs. Scaling: The Two Different Skill Sets (00:05:53) Forged in the Trenches: A Journey in Agency Building (00:16:38) The Scaling Path: From Survivor to Successful to Significant (00:18:44) The Leadership Sacrifice Required for Scale (00:22:24) The Scaling Trap: Why Chasing Short-Term Profit Kills Growth (00:25:48) The 9 Core Competencies (00:29:46) The 20-Year Vision: The Mindset Required for True ScaleCONNECT WITH ANDY NEARY

The insurance industry is addicted to "realistic" sales goals. We set safe, comfortable targets that we know we can hit, which feels like smart planning but is actually a blueprint for stagnation. This approach guarantees you stay in your comfort zone and never unlock your team's true potential, leaving massive growth on the table year after year.I'm not just telling you to aim higher; I'm challenging you to set a goal so big it forces you to break your entire model. In this episode, I break down the real power of setting "impossible" sales goals. We'll get into why the simple exercise of doubling your sales goal forces you to eliminate distractions, simplify your focus, and have strategic conversations you've been avoiding. This is the playbook for using an impossible goal to unlock a completely new level of growth.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) The Power Of Setting “Impossible” Sales Goals(00:00:42) Too Many Agencies Are Setting Lazy Sales Goals(00:02:09) The Question That Changes Everything: "What if You Doubled It?" (00:09:26) The Blueprint To ScaleCONNECT WITH ANDY NEARY

I recently took a small group of elite producers into the Northwoods to prove there's a better way to get together than the typical insurance conference. In this raw, roundtable conversation we recorded on-site, they share the biggest lessons they learned from two days of stripping away the noise and focusing on what actually moves the needle. We get into the power of shared struggle, the non-negotiable health habits of high-performers, and the value-driven decisions that separate them from the rest of the industry. This is what real growth looks like.▶▶ Sign Up For Your Free Discovery Callhttps://calendly.com/aneary/strategy-sessionKEY MOMENTS(00:00:00) Elite Producers Share Their Biggest Lessons At The Northwoods Retreat (00:06:45) A Metaphor for Life: The Power of a "Swim Sherpa" (00:11:38) The Real Health Hacks of Top Producers (00:15:45) The Playbook For Building Your Brand (00:17:19) How to Build Real Connections in a Surface-Level IndustryCONNECT WITH ANDY NEARY

I was tired of the broken industry conference model: the fire hose of information, the unhealthy food, and the complete lack of focus on real growth. So I decided to create something different: a private, two-day "unconference" retreat for a small group of top-performing advisors. I wanted to see what happens when you strip away the noise and focus only on what truly moves the needle for success.The results were more powerful than I imagined and reshaped my own definition of what it takes to win. In this episode, I'm sharing the three pivotal lessons I learned from watching these advisors in action. We get into why their health is their biggest business asset, how they constantly raise their own standards, and why their willingness to share their playbook is their ultimate advantage. This isn't just a recap; it's what I learned about building a more sustainable and powerful career.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Why I Created the "Unconference" Retreat (00:05:38) Putting Top Advisors to the Test (00:11:56) Lesson 1: The Importance of Health(00:14:10) Lesson 2: Raise Your Standards For Yourself(00:15:41) Lesson 3: Share Your PlaybookCONNECT WITH ANDY NEARY

The traditional sales playbook was written for extroverts. It tells you to work the room, dial for dollars, and constantly be "out there”, which is a model that drains introverts and forces them to play a game they're not built for. The biggest lie in this industry is that to succeed as an introvert, you have to fake being someone you're not.As an introvert who has built a successful business, I'm here to tell you there's a better way. In this episode, I break down the blueprint for creating an inbound lead system that brings prospects directly to you. We get into why content creation on platforms like LinkedIn isn't a weakness for introverts; it's their ultimate advantage. This is the playbook for winning on your own terms, without ever having to be the loudest person in the room.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How Introverts Can Dominate Sales(00:00:34) A Sales Blueprint for Introverts (00:05:55) How to Make Prospects Come to You (00:09:00) Leveraging Your Knowledge as Your Best Sales Tool(00:12:32) Your Excuses Are Over: A Challenge to Start Creating Content                             CONNECT WITH ANDY NEARY

Every broker has that client who's trapped—too big for small group rates but terrified of the massive financial risk of traditional self-funding. They're stuck in the fully insured death spiral, facing brutal, unsustainable renewals year after year, and you feel powerless to offer a real way out. It's one of the biggest challenges in the benefits space.My podcast sponsor, True Captive Insurance, was built to solve this exact problem. I sat down with David Vorhees to break down the model they created to de-risk the move to self-funding for your clients. We get into their unique approach of putting up the majority of the collateral themselves, giving employers financial flexibility from day one. This isn't just a sponsor spotlight; it's a look at a powerful tool that lets you bring a game-changing solution to the table.CONNECT WITH ANDY NEARY

Back in 2014, I was at a crossroads that every consultant hits: I knew the traditional way of selling benefits was broken, but I didn't have the playbook to build something better. It's a place where you feel stuck, forced to sell the "least bad" option from a carrier while managing the inevitable rate hikes for your clients.Then I read a book that changed the entire trajectory of my career, and this week, I'm sitting down with the man who wrote it. My guest, Dave Chase, is the architect of the Health Rosetta—the blueprint that gives advisors the tools to stop managing symptoms and start fixing the problem. This episode isn't just theory; it's the practical, step-by-step plan that transformed my business and can do the same for yours.Here's the registration link for Rosetta Fest: https://rosettafest.org/#sec10▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) The Blueprint for Fixing American Healthcare with Dave Chase(00:00:46) The "Why": From Personal Tragedy to a National Movement (00:09:46) The Generational Shift Forcing the System to Change (00:21:48) The Blueprint in Action(00:25:08) More Than a Broker, a Life-Changing Advisor (00:30:00) The Open-Source Playbook to Change an Entire Industry (00:39:54) How to Implement Real Change Without Creating ChaosCONNECT WITH ANDY NEARY

The insurance industry is full of brokers who talk about innovation but still push the same tired, carrier-first products. My guest this week, Wes Spencer, doesn't just talk—he builds. After starting his career at Federated Insurance, he knew there had to be a better way than the restrictive models offered by traditional agencies.That mission became deeply personal after a nurse pulled him aside in a hospital and told him, "I wouldn't have that procedure done here" for his own daughter. Wes realized that if he, an industry insider, struggled to navigate the system, what chance did anyone else have? Instead of looking for a solution, he and his team at Sympl Benefits built one from the ground up. This episode is the story of how a broken system and a father's fight led to a new blueprint for benefits.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Leaving the Traditional Agency Model Behind, with Wes Spencer(00:22:31) Making Sure Incentives Are Aligned(00:25:59) How Can We Get Members To Navigate Healthcare Effectively?(00:31:49) Value of Healthcare Middlemen in Industry(00:39:14) Wes's Personal Experience With HealthcareCONNECT WITH ANDY NEARY

If your primary prospecting strategy is to make as many cold calls as possible, you're building your business on a foundation that's cracking. The belief that more dials equal more dollars is pretty outdated in 2025, and that keeps producers stuck in a frustrating, dead-end grind.I'm not just here to tell you what's broken; I'm giving you the blueprint to fix it. In this episode, I break down my "Attention Blueprint"—the step-by-step system for defining your personal brand, locking in on your ideal clients, and using modern channels to have prospects coming directly to you. Your excuses for not building a real brand are officially over. This is your chance to build a lead-generating machine while everyone else is still getting hung up on.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How To Grow Your Sales Without Cold Calling(00:08:03) Standing Out On Social Media(00:13:55) The Attention BlueprintCONNECT WITH ANDY NEARY

If you think you need a specific resume or 20 years of experience to succeed in this industry, you are flat-out wrong. The belief that there's only one path to the top is an excuse that can sometimes producers stuck.On this episode, I'm joined by Ragan Edwards, and her story is the blueprint for anyone who feels like an outsider. After 10 years as a stay-at-home mom, she jumped into commercial insurance with no prior industry experience, and she's become a top producer. We break down how she used her skills she learned as a mom to create a competitive advantage, how she navigates a male-dominated industry by refusing to be anyone but herself, and how a deeply personal "why" fuels her resilience. If you've ever felt like an imposter or that your background is a disadvantage, this is your chance to see how a real producer is building a business on her own terms while others just stick to the old playbook.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Ragan Edwards: From Stay-at-Home Mom to Commercial Insurance Powerhouse(00:03:10) What Ragan learned from being a mom(00:07:42) Navigating a career restart(00:16:09) Being a woman in healthcare(00:23:47) Why finding a niche was so key for Ragan(00:27:01) Overcoming imposter syndromeCONNECT WITH ANDY NEARY

Happy Independence Day! I hope you enjoy the holiday, but remember to keep your foot on the gas coming out of it and into Q3.I'm going to be direct: if you're an insurance professional just "winging it" for the second half of the year, you are about to get left behind. I'm not saying that to be a pessimist, but to be real with you: the big goals you set in January won't happen by accident.I'll break down the exact "halftime" planning process you need to get focused. I'll cover how to learn from your wins and losses, how to set the 3-4 priorities that actually matter, and how to build the focus that becomes your guardrails for success. The excuse of being "too busy to plan" is officially over. This is your chance to own the rest of the year while everyone else just hopes for the best.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How To Plan A Record-Breaking Quarter(00:04:33) What A Q3 Strategy Looks Like(00:07:42) Learn From Past Victories for Future Success(00:14:05) Pacing Yourself Throughout The Quarter(00:19:05) Prioritize What Actually MattersCONNECT WITH ANDY NEARY

On this episode, I'm joined by a producer who cuts through the noise: Guffy Wright from The Mahoney Group. If you're an insurance professional trying to be everything to everyone, you are about to get run over. I'm not saying that to be negative, but to be real with you: focusing on the wrong clients is the fastest way to burn out and kill your growth.Guffy joins me to break down the exact mindset and strategies he used to double his own business. We get into why "a lot of little things" done consistently is the real secret, how to identify the psychographics of a perfect client, and why saying "no" is one of the most powerful tools you have. This is your chance to build a real strategy while everyone else is just chasing leads.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Using Digital Strategy To Build A National Insurance Brand | with Guffy Wright(00:05:00) Targeting Growth-Minded Clients(00:09:00) Attracting Ideal Clients through Psychographics(00:11:54) Specializing in Niche Markets for Growth(00:15:05) Athletes with Grit and Empathy in Insurance(00:29:06) “Antifragile” Leadership(00:38:54) Prioritizing the Human Touch in SalesCONNECT WITH ANDY NEARY

On this episode, I'm cutting right to the chase: if you're an insurance professional putting your head in the sand on this whole AI thing, you are about to get run over. I'm not saying that to be a doomsayer, but to be real with you: this is going to change how you do business, whether you like it or not.I'll break down exactly how you can use AI to your advantage, especially when it comes to your marketing. The excuses for not knowing what to say or where to say it are officially over. This is your chance to get ahead while everyone else waits.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) How To Leverage AI To Scale Your Sales(00:04:47) Scale Your Business Quickly With Targeted AI(00:08:14) What Is “Compounding Credibility”?(00:15:55) The Future Of Complete Game Consulting(00:17:45) Revolutionizing Insurance Marketing with AICONNECT WITH ANDY NEARY

June is mental health month, and I wanted to dedicate at least one of my episode's this month to this topic. Jenny Weaver from AllyHealth joined me in her backyard for a deep dive into the topic of mental health and what AllyHealth is doing to make help convenient and accessible. We also discussed the causes of so much anxiety and depression in the current world, and some practical tips on detoxing from social media.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Building the Mental Health Resources That Actually Work(00:05:38) Men's Mental Health Month(00:13:42) Advocacy for Accessible Mental Health Support(00:20:13) Stigma-Free Mental Health Initiatives(00:37:24) Identifying Triggers and Prioritizing Mental Well-beingCONNECT WITH ANDY NEARY

What's your legacy? How will you be remembered?Even though everybody listening to this is driven by success, it's important to remember why you want to be successful, and to take the time to have meaningful conversations and build connections along your journey. This week, I share the lessons I've learned from celebrating my friend Kyle, and the increased focus I'll have on legacy in the future. Plus! I share some exciting news about the future of Complete Game Consulting.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) 3 Lessons on Legacy and Living From a Weekend With Friends(00:04:10) Reflecting on Impactful Legacies and Relationships(00:07:29) Live In The Front Yard, Not The Backyard(00:10:40) Have Meaningful Conversations In Business(00:13:18) Using AI To Improve Complete Game ConsultingCONNECT WITH ANDY NEARY

Luke Aslesen, the super-passionate co-founder of INFRMD, joined me this week to share why he felt the need to create “The Netflix Of Benefits Education.” As we all are pretty well aware of at this point, the average American has no idea how to navigate their employee benefits, and Luke's mission has been to create a simple, easy-to-use platform with engaging content to increase healthcare literacy.We also discussed the industry at large, why it's been so late to the content game, and why we're eager to see the younger generation step up and take some of that business.▶▶ Sign Up For Our Social Media Sales Seminar:https://www.completegameu.com/registration-SMSSKEY MOMENTS(00:00:00) Introducing the Netflix of Benefits Education | with Luke Aslesen(00:00:32) Why INFMRD Was Founded(00:12:09) Insurance Companies Are Late To The Social Game(00:13:15) Increasing Engagement Through Diverse Content(00:27:12) Simplifying Benefits Education for Overworked HR Teams(00:42:09) The Insurance Industry Needs to Embrace Technology(00:48:55) Client-Centric Social StrategiesCONNECT WITH ANDY NEARY