Let Your Business Serve Your Life

Give yourself permission not to push your business to its full potential if that isn’t what you want, and focus instead on maximizing your business’s contribution to the life you want. Remember that opportunity costs aren’t only about money; they also include relationships, fun, and new experiences, so choose your pace and know you can pivot at any time. Treat your business as a tool for your life—not your life as a tool for maximizing business—and consider that a business capable of $2 million a year doesn’t require you to chase it if you’d rather take home less and have freedom, family time, and meaningful work. This week, remove one goal that doesn’t move you toward your desired life and business, and make time and energy to be present for what matters most.

00:00 Permission to Slow Down

00:22 Opportunity Costs Matter

00:32 Business Serves Your Life

00:49 Choose Your Pace

01:02 Redefine Success Example

01:24 Cut Misaligned Goals

02:14 Find the Main Idea

02:42 Enjoy the Journey

MAXIMIZE YOUR PROFIT

• Increase Your Net Income by 5 - 15% This Year & Every Year

• Learn more about the Agency Profit Fix

GET YOUR AGENCY READY FOR 2028

• Create an Abundant Agency for the Next 20+ Years

• Ignore the Noise, Figure Out the Numbers, & Create the Future YOU Choose

• Learn more about Automatic Insurance Agency Coaching

CREATE GREATER FREEDOM

• Get the free ebook The 23 Reasons Most Insurance Agency Owners Can't Enjoy a 3-Day Weekend Lifestyle - And How to Fix Them

SCHEDULE A STRATEGY SESSION

We’ll Discuss Your

• Biggest Goal - If you or your agency could only achieve 1 thing in the next 12 months, what would it be?
• Value of Biggest Goal - What's it worth to you (money, free time and / or happiness) to achieve this goal?
• Biggest Frustration - If you could "fix" 1 thing in your agency in the next 12 months, what would it be?
• Frustration Cost - What is your biggest frustration COSTING you (money, free time and / or happiness)?

Then, We’ll Discuss the Plan & Expected Results

• Which goal(s) are likely to be achieved and how long it usually takes, based on our experience.
• The best way to help you achieve your goals, based on your style and time available to implement.
• Your anticipated time investments & money investments.
• What guarantees we can make

Schedule a Strategy Session