Designing A Life You Really Want: The Life Brief Method with Bonnie Wan

As an agency owner, you’re constantly making decisions - about clients, growth, strategy, and leadership. But what happens when your success starts feeling misaligned? In this episode, we’re diving deep into how to create a business and life that reflect your true ambitions, featuring special guest Bonnie Wan, Chief Strategy Officer of the Year (2022 and 2023) and author of The Life Brief.

Melissa and Meredith sit down with Bonnie to explore why agency leaders struggle with misalignment, burnout, and a lack of clarity - and how using The Life Brief can help you reset, refocus, and move forward with confidence.

What to Expect From This Episode...

The Four Biggest Misalignment Traps:

• Constantly chasing revenue instead of intentional growth
• Ignoring personal values and aspirations in business decisions
• Losing creativity due to industry pressure and client demands
• Failing to create space for deep thinking and self-reflection

Key Takeaways:

• Why scaling your agency shouldn’t mean sacrificing your values
• How to create alignment between your business and your personal goals
• The power of pausing - why white space is essential for leadership and creativity
• How to break free from external expectations and define success on your own terms
• Why agency leaders need to embrace bold thinking and innovation

Real Talk Moments

We get candid about:

• The pressure to grow vs. the reality of sustainable success
• Why agency owners avoid asking themselves big, uncomfortable questions
• How the loss of creative space is impacting leadership and team culture
• Bonnie’s personal journey - how The Life Brief helped her navigate major life changes
• How independent agencies can redefine their business models for long-term success

Connect with Bonnie Wan on Instagram, LinkedIn or email at bonnie@thelifebrief.com Learn more and get your copy of The Life Brief through her website.

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Feeling stuck in your agency? Melissa helps agency founders break free from undercharging, overdelivering, and cycles that don’t serve them. No pitch, no pressure - just a real conversation about what’s possible for your business. DM Melissa on LinkedIn or Instagram to connect.

Interested in the 1:1 Strategic Brainstorming Session with Meredith? This session is a focused 50-minute consultation for entrepreneurs seeking targeted guidance and business insights. Dive deep into your most critical challenges, uncover opportunities, and develop actionable strategies. Book your strategy session here.

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• Instagram @agencydarlings
• LinkedIn
• Join Our Agency Advice Column
• Email: hello@agencydarlings.com

About Your Hosts:

Melissa Lohrer is the Founder of Waverly Ave Consulting, a Growth Consultancy for indie agencies. She partners with agency owners to create seven-figure growth through strategic repositioning, modern revenue models, and relationship-based sales. Connect with her on LinkedIn and Instagram.

Meredith Fennessy Witts is the Founder of Le Chéile, the go-to finance and strategy consultancy for creative agencies scaling beyond seven figures. She helps creative founders clarify their cash flow, restructure niche offers and pricing, and ensure they’re running a profitable business...in a mindful way. Connect with her on LinkedIn and Instagram.

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