Can you create an agency that is focused more on relationships and results than on the traditional sales-driven mentality? That’s what Braden Monaco, Co-founder and Managing Partner at Blue Horizon Benefits, set out to learn. Along the way, he and his team created a concept they call the “Total Concierge Approach,” which creates true results-driven partnerships. Braden shares his firm’s journey and what they learned – good and bad – along the way.

What You’ll Learn From this Episode:

  • What does it mean to “flip the industry on its head”?
  • Where do smaller firms find opportunities today?
  • How to clearly separate strategy from tactics – and which matters most.
  • What his firm’s “light bulb” moment was.
  • What he believes the future looks like for smaller, independent firms.

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