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How To Plan A Record-Breaking Quarter

How To Plan A Record-Breaking Quarter

Update: 2025-07-04
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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.


â–¶â–¶ 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


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

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How To Plan A Record-Breaking Quarter

How To Plan A Record-Breaking Quarter

Andy Neary