Welcome to a crucial episode of Build a Better Agency! This week, host Drew McLellan is joined once again by Craig Cody, a seasoned CPA and tax advisor renowned for his expertise in agency financial management. Drew and Craig jump straight into a timely and essential topic for every agency owner—the recent changes to 401k regulations that could have significant implications for your agency's compliance, retirement planning, and year-end financial strategy.

Craig breaks down the new federal requirements affecting catch-up contributions to 401ks for anyone earning over $145,000, making the conversation immediately relevant for agency leaders and employees in higher income brackets. Together, Drew and Craig outline the steps agencies must take before the end of 2025 to avoid unpleasant surprises and penalties in 2026, including the need to ensure Roth provisions are set up within existing 401k plans and the importance of proactive compliance with auto-enrollment rules. The pair go beyond the headline changes, discussing how these adjustments affect not just owners, but also employees, and the risks agencies run if these details get overlooked.

Listeners will also learn about valuable tax credits available for agencies that recently launched a 401k plan, as well as common tax strategies and deductions that many agency owners miss. Craig shares advice on how to make the most of tax planning meetings, the importance of documenting deductions, and how shifting from a simple IRA to a 401k can yield significant financial and retirement benefits for both owners and staff.

Don't let year-end compliance slip through the cracks—this episode is packed with actionable insights you need to update your retirement plans, review your tax strategies, and make informed decisions before another fiscal year closes. If you want to keep more of the money you make, provide competitive benefits, and avoid costly mistakes, you won't want to miss Craig's expert guidance. Tune in now and start building a better, more financially resilient agency.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • Critical 401k regulation changes agency owners must address
  • How new Roth contribution requirements affect high-earning employees
  • Strategies to ensure compliance and avoid costly IRS penalties
  • Why proactive communication with your 401k administrator is essential
  • Opportunities for new tax credits with recently established retirement plans
  • The urgency of year-end planning and regular discussions with your tax advisor
  • Maximizing tax-saving strategies for agency owners and their families

Welcome to a new solo cast episode of Build a Better Agency! Host Drew McLellan is flying solo for episode 525, bringing decades of agency expertise to help owners prepare their businesses for a fast-changing marketplace. If the calendar is winding down and you're looking ahead to 2026, this episode is packed with actionable insights designed specifically for agency leadership.

Drew kicks off with an overview of critical housekeeping—announcing the monthly workshop giveaway winner and expressing gratitude to long-time sponsor White Label IQ. The heart of this episode, though, is a deep dive into the unique responsibilities agency owners must own in these last 60 days of 2025. Rather than swamping yourself with creative or client-service tasks, Drew urges you to refocus on the essential leadership duties that no one else in your company has the authority or experience to fulfill.

Listeners will hear Drew break down the owner's role into five core areas: driving new business, articulating agency vision and values, managing financial health, nurturing both people and clients, and building an empowered leadership team. He shares clear strategies for refining your agency's differentiation, creating a new business pipeline, career-pathing for staff, and cultivating "client love" from the top down. If you're struggling with being too hands-on or feeling disconnected from your agency's strategic path, Drew offers practical ideas and downloadable tools to get you back on track.

Don't miss this episode if you want to kick off 2026 in the strongest possible position. With guidance on setting vision, connecting with your team and clients, and creating a culture where everyone knows the agency's direction, Drew's solo cast is a masterclass in leadership focus—and a reminder that your job as agency owner is irreplaceable. Tune in and walk away ready to lead with clarity, confidence, and purpose.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

• • Defining mission, vision, and values as a leadership priority
  • How agency owners shape and communicate their agency's direction
  • Why new business growth requires both existing and new clients
  • The critical role of agency specialization and niche expertise
  • Building a culture of employee growth, career pathing, and retention
  • Strengthening client relationships beyond project work
  • Creating a leadership team to handle agency fires and empower growth

Welcome to another thought-provoking episode of Build a Better Agency! This week, host Drew McLellan welcomes Ben Gaddis—former agency owner, seasoned operator, and now private equity investor—to give you an insider's view of what makes an agency truly valuable in today's changing landscape. Drawing on his unique journey from building and selling his own highly successful agency to investing in others, Ben shares a holistic, 360-degree perspective on agency growth, acquisition, and evolving business models.

In their honest discussion, Drew and Ben explore how the definition of agency "success" has shifted from hiring more staff to focusing on lean, highly efficient delivery and organic account growth. Ben discusses the increasing importance of productization, technology, and leveraging global resources, while still maintaining creativity and strategic value. You'll learn why being intentionally smaller can offer you bigger opportunities, how to balance artisanal creativity with scalable systems, and the dangers of being stuck in the "dangerous middle" of agency offerings.

The conversation also tackles practical strategies for driving organic revenue, such as implementing account growth systems, setting clear client expansion targets, and leveraging tech to empower senior talent. Ben offers a candid investor's perspective on what he looks for in a potential acquisition—including founder vision, unique positioning, and the ability to scale beyond the owner. The episode rounds out with actionable advice on hiring for strategy, pricing for value, and pushing past limiting beliefs that hold many agencies back from real growth.

If you're an agency leader contemplating the future—be it refining your business model, growing more profitably, or exploring eventual exit options—you'll find this episode packed with strategic insights and hard-earned lessons from both sides of the deal. Get ready to rethink how you scale, sell, and position your agency for what's next!

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • The evolving definition of agency value and what buyers are really seeking
  • The impact of technology and AI on agency models and service delivery
  • Choosing between productized "factory" models vs. bespoke creative shops
  • The critical role of organic growth and client retention in increasing agency value
  • Leveraging operating systems and account plans to systematically grow existing accounts
  • How right-sizing and hybrid staffing models can drive profitability
  • The importance of founder vision and clear differentiation for long-term success

Welcome to another insightful episode of Build a Better Agency! In this thought-provoking conversation, host Drew McLellan welcomes acclaimed author, agency veteran, and thought leader Rishad Tobaccowala to the show. Together, they dig into the rapidly evolving nature of work and what it means for agency leaders and teams in the years ahead.

Rishad draws on his decades of agency experience and his latest book, "Rethinking Work," to outline the powerful shifts transforming how, where, and why we work. With unmatched clarity, he breaks down the five key forces—ranging from technology and AI to shifting demographics and the post-COVID mindset—that are redrawing the boundaries between work and life. Rishad also challenges traditional agency norms by explaining why flexibility, purpose, and autonomy are now at the heart of attracting and retaining top talent.

Listeners will come away with fresh ideas for structuring their agency teams, from leveraging fractional and freelance talent to reimagining office space as dynamic hubs for creativity and collaboration. Rishad and Drew also tackle leadership evolution, with candid advice on moving from "boss zones" to genuine zones of influence that inspire trust and independence.

If you're ready to shake off old models and embrace the future with optimism, this episode is a must-listen. By the end, you'll be eager to reimagine your agency's structure, ignite your creativity, and cultivate a workplace where both people and business can thrive in our new era of work.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • Why work is changing faster than ever—and how agencies can get ahead
  • Shifting from "bosses" to leaders to attract and retain top talent
  • Embracing a flexible workforce: full-time, freelance, fractional, and AI "employees"
  • Redesigning office space to encourage purposeful, in-person collaboration
  • Rethinking organizational structures—moving from rigid hierarchies to "jazz ensemble" models
  • Leveraging AI and technology to boost revenue per employee and agility
  • How agency owners can reimagine their business for resilience and future growth

Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan sits down with Ana Laskey, an experienced market researcher and strategist, to tackle one of the industry's hot-button issues: the art and business of agency strategy. As the marketing landscape gets more crowded with freelance talent and AI tools, Drew and Ana dig deep into what truly differentiates agencies—our ability to develop meaningful, insight-driven strategies that help clients succeed.

Ana brings her expertise to the table, sharing how pairing robust market research with a well-defined strategic methodology can help agencies deliver smarter, more profitable work. Together, they explore the dangers of gathering too little or too much information, the weaknesses of relying solely on AI for insights, and the necessity for agencies to develop consistent and niche-focused processes for strategy development. Ana emphasizes that strategy isn't just about information abundance—it's about refining the right data to create actionable plans that are rooted in genuine client needs and market realities.

You'll come away with actionable advice on how to standardize your strategic process, build a reliable methodology for insight gathering, and confidently present your findings to clients—even when they push back. Ana and Drew also discuss the economics of strategy work, how to integrate research costs into your agency's proposals, and ways to communicate the value of this work to clients who may hesitate to invest.

If you're grappling with how to make your agency's strategic offerings stand out and drive meaningful results, this episode is packed with practical tips, real-world examples, and a clear call to rethink your approach to strategy. Don't miss it—you'll finish the hour ready to lead your team through a smarter, more streamlined strategy process that delights your clients and protects your bottom line.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • Why having a defined methodology is essential for effective agency strategy
  • The critical role of niche focus in building strategic expertise
  • How to gather and validate the right data for client strategy
  • Differentiating assumptions from facts in strategic recommendations
  • The impact of new research tools, including AI, on accessing insights
  • Communicating the value and cost of strategic work to clients
  • The importance of confident, insight-driven storytelling to win client trust

Welcome to another data-driven episode of Build a Better Agency! This week, host Drew McLellan sits down with returning guest Lee McKnight to break down the results of RSW/US's freshly released 2025 Agency New Business Survey. Together, Drew and Lee unpack the real-world challenges and emerging opportunities that agencies—especially small and midsize firms—are facing as they gear up for the rest of 2025 and look ahead to 2026.

Drew and Lee explore the survey's biggest takeaways, including the persistence of economic uncertainty, longer sales cycles, and increasing client budget constraints—all pain points that seem to be universal across the agency landscape right now. You'll hear candid discussions about the so-called "pipeline crisis," with a striking 93% of respondents saying their agency's growth engine isn't firing on all cylinders. But it's not all doom and gloom—Lee shares evidence that more agencies are stepping up their business development game, investing in content, and getting proactive with new business strategies.

The conversation dives into specific tactics agencies are leaning into, from ramping up their content marketing efforts to productizing service offerings and rethinking referrals. They unpack why building a sustainable, always-on new business machine matters more than ever, and touch on the evolving relationship between agencies and in-house teams. Plus, the duo discusses how smart use of AI is shaping prospecting, research, and content—while still emphasizing the irreplaceable value of the human touch.

Don't miss this in-depth analysis if you're determined to make your agency stand out in a crowded marketplace. You'll walk away with actionable insights on increasing your agency's visibility, keeping your new business pipeline healthy, and navigating the rapidly shifting marketing landscape with confidence. If you're looking to end the year on a high note and get ahead of the competition in 2025, this episode is packed with the expert perspective you need.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • Navigating agency growth during economic uncertainty
  • Building a consistent and sustainable new business pipeline
  • Leveraging content and thought leadership to improve visibility
  • Rethinking reliance on referrals and embracing diversified lead generation
  • The evolving role of AI in agency business development
  • Productization of agency services—opportunities and caution
  • Competing and collaborating with in-house agencies in today's landscape

Welcome to another insightful solo episode of Build a Better Agency! This week, host Drew McLellan is at the mic, bringing over 25 years of agency expertise to address one of the most critical topics for agency leaders: rethinking your strategic planning process for the historic challenges and opportunities ahead in 2026. With economic uncertainty, industry disruption, and the rapid acceleration of AI at the forefront, Drew makes a compelling case that the old ways of dusting off last year's SWOT just won't cut it.

Drew unveils a hands-on set of fresh, rigorous strategic planning exercises designed to push agency owners and leadership teams far beyond surface-level tactics. He outlines step-by-step activities—including scenario stress testing, client empathy mapping, reverse mentoring from your youngest team members, and even having your team role-play as your most formidable competitor. Each exercise is accompanied by practical guidance on setup, group dynamics, and ensuring every voice is heard—setting the tone for deep candor and courage throughout your planning process.

You'll also discover innovative frameworks to identify your agency's blind spots, engage a broader range of team perspectives, and future-proof your business against a constantly shifting marketplace. Drew even walks through how to pressure test your new strategic plan with trusted outside advisors, ensuring your vision for 2026 is both bold and actionable.

Whether you're an agency owner looking to foster stronger client and employee relationships, or a leader determined to thrive amid industry change, this episode is packed with practical takeaways and downloadable resources to help you build a plan that's ready for anything. Tune in and get inspired to move past old planning habits and chart a course for a more resilient, innovative, and profitable future.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

• • Why traditional SWOT analysis isn't enough for agency planning in 2026
  • New, hands-on strategic exercises to challenge assumptions and spark innovation
  • Involving a diverse mix of team members—including newer and younger staff—in planning
  • Emphasizing radical candor, honest conversations, and psychological safety for deeper insights
  • Scenario stress testing to prepare for rapid industry changes (AI, economics, client shifts)
  • Client empathy mapping to deepen client relationships and identify real opportunities
  • Methods to keep strategic plans alive, actionable, and integrated in agency culture

Welcome to another episode of Build a Better Agency! This week, host Drew McLellan shines a light on an area vital to every agency's growth: how to show up for clients and prospects in ways that build genuine trust, loyalty, and long-term relationships. To explore this undervalued but crucial topic, Drew is joined by Jamie Shibley, founder of The Expressory and expert in strategic engagement and relationship-driven agency growth.

Jamie shares her fascinating journey from two decades in corporate IT and ecommerce management to launching her own agency, where she helps businesses nurture relationships through intentional and personalized engagement. Through insightful stories and real-life examples, Jamie and Drew examine why clients crave more than just a transactional relationship—they want to feel seen, valued, and heard. Together, they unpack the psychology behind meaningful connections, discussing simple but powerful ways agencies can differentiate themselves by caring more deeply and showing it consistently.

Listeners will learn how to communicate care and appreciation, not just during the wooing phase, but throughout the client journey. Jamie reveals the six strategic storylines that should guide your client engagement, offers practical tips for intentional gifting (hint: it's more about thoughtfulness than price or heavy branding), and shares eye-opening data on the tangible impact of consistent relationship nurturing. Drew and Jamie also address common barriers, like lack of time or uncertainty about what to say, and provide actionable strategies to overcome them.

If you're looking to solidify your client retention, inspire advocacy, and create memorable experiences that set your agency apart, this episode is a must-listen. Discover how small, intentional acts can have outsized effects on your business—and why now, more than ever, demonstrating care can be your most powerful growth lever.

A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here.

What You Will Learn in This Episode:

• • The evolution of business relationships in a post-COVID, highly digital landscape
  • Why intentional, personal connection is a key agency differentiator
  • The science and psychology behind making clients feel seen and valued
  • Practical strategies for nurturing client relationships—before and after the sale
  • The impact of thoughtful, tailored gifts and gestures (beyond traditional swag)
  • Easy ways to operationalize meaningful engagement—without overwhelming your team
  • How consistent care and acknowledgment lead to trust, referrals, and stronger client retention