Full Podcast | Voting with Values: How Authenticity and Personal Brand Drive Broker Growth

In this episode of the Benefits Broker Boost Podcast, Plansight CMO Adam Smith sits down with Sean Turner, founder of Buffer Insurance, to discuss the grit required to build an agency from scratch. They explore the "back against the wall" moments of early entrepreneurship and how military discipline translates into leadership that empowers a team rather than micromanaging them.

Sean shares how he systematized "the brain" of his business to work himself out of daily tasks and how a viral moment in the national media taught him that clients today are voting with their values. He and Adam break down why the biggest bottleneck to growth is often the founder’s self-limiting beliefs, and how a culture of health starts with advocacy, not just education.

Here are a few of the insights they unpack:

🔹 Why calculated risks beat blind faith in the early stages of business.
🔹 The "Fire Breathing Dragon" trap: How a low-safety culture forces employees to hide mistakes.
🔹 Why "looking big" is a critical tool for small agencies during early growth.
🔹 Scaling through documentation: Turning tribal knowledge into searchable processes.
🔹 The transition from "Force Multiplier" to "Leader" by controlling lifestyle creep.
🔹 Why the future of the industry belongs to those who solve health problems, not just sell products.

This episode is a must-listen for any founder struggling to release control, any producer looking to build a multi-dimensional personal brand, or any leader trying to untangle the chaos of scaling an agency.

Watch the full episode to learn how Plansight helps teams scale smarter by replacing manual bottlenecks with automated, high-accuracy workflows.

👉 Schedule a discovery call: https://plansight.com/demo

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