Scaling Together with Josh and Yesenia Nelson
AI Won't Wait for You: What Multiple 7-Figure Agency Owners Need to Know
You have built a successful agency. But what happens when growth stalls, AI is changing everything, and you are not sure what move to make next? In this episode of Scaling Together, we share the conversations we are having right now, on whether to invest in AI or wait, what it really means to hit a glass ceiling at multiple seven figures, how to deploy the capital sitting in your business, and why coaching remains one of the best investments you can make at any level. Timestamps: 0:00 – Intro clip: New agencies are building agentic from the ground up 0:48 – Welcome and episode overview 1:24 – Should successful agencies invest in AI now or wait? 2:47 – Why waiting is riskier than it looks 3:56 – What winning agencies have in common with AI 5:18 – Why playing with the tools is the only way to get ahead 6:57 – The difference between a plateau and a glass ceiling 8:08 – What has to change when incremental improvements stop working 8:51 – Why leadership is the key to breaking the ceiling 10:09 – The ceiling calculator at sevenfigureagency.com/ceiling 11:22 – Why retention alone will not get you past the ceiling 11:55 – The leadership hire most agencies are holding off on 12:28 – Acquisitions and vertical expansion at the $5M level 13:31 – What to do with capital sitting in your business 15:27 – Building a wealth advisory team and fractional CFO 15:59 – Is coaching worth it at multiple seven figures? 17:22 – Why coaching delivers the highest ROI 18:57 – How they approach coaching and implementation 20:43 – Speed to implement: the plane ride home conversation 22:23 – Closing thoughts
