Business Refocused
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
Podcasting since 2023 • 165 episodes
Business Refocused
Latest Episodes
#164 – Running the Numbers w/ Matt Naimoli
Most agency owners are great at insurance. The financial side? That's where things get fuzzy. Carey Wallace sits down with Matt Naimoli of Legacy Advisors to talk about what financial clarity actually looks like inside an independent agency — a...
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Episode 164
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18:39
#163 - It's Not Always About Size w/ Adam DeLaForest
In this episode, Lindsay and Carey sit down with Adam DeLaForest to explore the key factors influencing agency valuation, including financial management, operational efficiency, and market conditions. Our guest, Adam DeLaForest, shares in...
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Episode 163
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29:18
#162 - Your Yearly Agency Check-Up: Benchmarking
In this episode of Business Refocused, Lindsay and Carey focus specifically on benchmarking and why it might be the most underutilized tool in an agency owner’s toolbox.A lot of owners think benchmarking is just a “nice to ...
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Episode 162
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23:47
#161 - Hire Better Producers w/ Steve Heroux
In this solo episode of Business Refocused, Lindsay sits down with sales coach and founder of The Sales Collective, Steve Heroux, for a direct and eye-opening conversation about why so many agencies struggle with producer hiring, motivat...
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Episode 161
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35:36
#160 - No Crying In Budgeting w/ Lisa Melroy
In this episode of Business Refocused, Carey and Lindsay welcome AgencyFocus Fractional CFO Lisa Melroy, CPA, for a very real conversation about budgeting inside independent insurance agencies.Lisa has spent more than 30 years in ...
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Episode 160
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32:39