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!
#72 - Business Partnerships: Lessons Learned w/ Grant WeberJune 11, 2024
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#71 - Could Data Change the Acquisition Space w/ David WatsonJune 04, 2024
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#70 - Launching Trusted Risk Advisor StatusMay 28, 2024
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#69 - Embracing Vulnerability and Authenticity w/ Meg McKeenMay 21, 2024
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#68 - Family First w/ Olivia SchmittMay 14, 2024
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#67 - Investing in the Right Tools w/ Kevin PanterMay 07, 2024
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#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer WeaverApril 30, 2024
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#65 - Playing the Long Game w/ Jimi HonochickApril 23, 2024
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#64 - From Doctor to Insurance Agent w/ Jacob EisenrichApril 16, 2024
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#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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