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.

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KEY 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 Industry

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/

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:

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KEY 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 Playbook

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 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:

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KEY 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

📲 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/

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📲 Schedule a free discovery call:https://calendly.com/aneary/strategy-sessionSubscribe 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 414-622-1462Connect with Andy Neary on social media: LinkedIn: https://www.linkedin.com/in/andyneary/Instagram: https://www.instagram.com/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:

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KEY 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 Chaos

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 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:

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KEY 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 Healthcare

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/

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-SMSS

KEY 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 Blueprint

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/

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-SMSS

KEY 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 syndrome

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/

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-SMSS

KEY 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 Matters

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/

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-SMSS

KEY 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 Sales

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/