Insurance Refocused Podcast Artwork Image

Insurance Refocused

Lindsay & Carey Wallace

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!
#63 - The Truth about Selling Your Agency w/ Matt Naimoli April 09, 2024
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#62 - Marketing 101 w/ Daniel SmithApril 02, 2024
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#61 - In Memory of Bobby SalmonMarch 26, 2024
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#60 - Reflecting on Failures w/ Chris ParadisoMarch 19, 2024
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#59 - Owning Your Niche w/ Clinton OrrMarch 12, 2024
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#58 - Navigating Partnerships w/ Chris MayMarch 05, 2024
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#57 - Planning for Ownership Transfers w/ Erik Garcia February 27, 2024
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#56 - Financial Planning for Agency Owners w/ Erik Garcia February 20, 2024
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#55 - Financially Preparing for Ownership w/ Erik GarciaFebruary 13, 2024
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#54 - Selling the Family Legacy w/ Christos ProvistalisFebruary 06, 2024
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#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa LaresJanuary 30, 2024
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#52 - Agents Learning From Agents w/ Michael McCormick & Taylor DobbieJanuary 23, 2024
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#51 - Finding Your Staff's Right Seat w/ Missy StallingsJanuary 16, 2024
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#50 - A Lawyers Perspective on Buying/Selling w/ George PilatJanuary 09, 2024
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#49 - Optimizing AI w/ CJ HutsenpillerJanuary 02, 2024
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#48 - Back to Sales Basics w/ Billy Williams December 27, 2023
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#47 - Double Your Manpower & Cut Your Costs w/ Austin MooreheadDecember 19, 2023
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#46 - Bankers' Mindset in Acquisitions w/ Morgan HarrissDecember 12, 2023
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#45 - Beginners Guide to Acquisitions w/ Rob BowenDecember 05, 2023
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#44 - Automation: The Power of Time w/ Casey NelsonNovember 28, 2023
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#43 - The Internship of Buying an Agency w/ Lisa Hengel November 21, 2023
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#42 - Generations of Teaching w/ Christy & Chasity RossNovember 14, 2023
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#41 - Steady Process Progress w/ Thomas MannNovember 07, 2023
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#40 - M&A is a Bullet Point on the Journey w/ Keith SavinoOctober 31, 2023
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#39 - Funding the Sale w/ Mike WagarOctober 24, 2023
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