The New Year is often seen as a clean slate—but lasting success in insurance doesn’t come from drastic resolutions. In this episode of the Build Your Legacy Insurance Edition podcast, Bill and Travis discuss how producers and agency leaders can use the start of the year to build better habits, clearer focus, and consistent growth.

From dedicating uninterrupted prospecting time to investing in education and team development, the conversation highlights why discipline and small daily improvements matter more than lofty goals that fade by February.

This episode is a reminder that progress in insurance—like any profession—is built through steady effort, accountability, and intentional routines.

What You’ll Learn:

• How to reset professionally without overwhelming yourself
• Why achievable habits lead to long-term growth
• Simple prospecting discipline that top agencies prioritize
• The role of education and curiosity in career development
• How leaders can invest in their teams without burnout

Perfect For:

• Insurance producers
• Agency owners and managers
• Team leaders focused on growth and accountability
• Professionals planning their year with intention

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