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.

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KEY 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 Burnout

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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.

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KEY 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 Finances

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

KEY 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 First

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

KEY 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 People

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/andy_neary/

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 Call

https://calendly.com/aneary/strategy-session

KEY 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 Brand

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

KEY 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 Framework

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

KEY 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 Day

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/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 Call

https://calendly.com/aneary/strategy-session

KEY 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 Yours

CONNECT WITH ANDY NEARY

📲 Schedule a free discovery call:

https://calendly.com/aneary/strategy-session

Subscribe and listen to the Accelerate Your Insurance Sales Podcast 🎙 here:

https://podcasters.spotify.com/pod/show/andy-neary7 🎯 

Subscribe to the podcast on YouTube 🎥:

https://www.youtube.com/channel/UCyqBg5tL_1G1tf7Wo98tMgg

💬 Join the Complete Game text community:

Text the word BROKER to 414-622-1462

Connect with Andy Neary on social media: 

LinkedIn: https://www.linkedin.com/in/andyneary/

Instagram: https://www.instagram.com/andy_neary/