All Episodes

Run Your Agency Like You're Selling It Tomorrow (Carey & Insurance Leaders Lab)

#171 - The Story Behind the Numbers

#170 - Inside AgencyFocus: From Valuations to Fractional CFO

#169 - How Smart Agencies Are Hiring Young Talent w/ Todd Hufford

#168 - What Comes Next? Redefining Yourself After a Career Shift w/ Nicole Malachowski

#167 – Walking Away Happy w/ Matt Naimoli

#166 – What's Your Agency Actually Worth w/ Matt Naimoli

#165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli

#164 – Running the Numbers w/ Matt Naimoli

#163 - It's Not Always About Size w/ Adam DeLaForest

#162 - Your Yearly Agency Check-Up: Benchmarking

#161 - Hire Better Producers w/ Steve Heroux

#160 - No Crying In Budgeting w/ Lisa Melroy

#159 - Who Should Own Your Agency After You w/ Laurie Barkman

#158 - Interest Rates and Agency M&A in 2026 w/ Scott Freiday & Keith Mangini

#157 - How InsurTech Is Changing Independent Agencies w/ Tony Lew

#156 - Make Your Agency More Valuable

#155 - Perpetuation

#154 - The Mindset Behind Successful Acquisitions w/ Jeff Arnold

#153 - Being a Student of Business w/ Larry Linne

#152 - The Key to Success in Entrepreneurship w/ Wess Anderson

#151 - Selling My Oil & Propane Company w/ Matt Porter

#150 - Transition From Fighter Pilot to Business Owner w/ Robert "Cujo" Teschner

#149 - Lessons from a Serial Entrepreneur w/ Alan Ringvald

#148 - Solving the Underwriting Bottleneck w/ Trace Meek

#147 - Running The Business Abroad w/ Jay Mueller

#146 - How to Choose the Right Buyer w/ Raghav Tanna

#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate

#144 - Why Every Agency Owner Needs a Mastermind Group

#143 - The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks

#142 - Doubling Your Independent Insurance Agency's Value in Three Years

What to Know Before Buying an Agency (Carey & Hawksoft)

#140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani

#139 - Transitioning from Captive to Independent w/ Charley Todd

#138 - Inside the Acquisition: Year After Reflection w/ Rob Bowen

#137 - Women Supporting Women w/ Dawnyel Smink

#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore

#135 - Building a Generational Insurance Agency w/ Lee Gaudette

#134 - What Banks Look for in Insurance Agency Buyers w/ Kimberly Bunce

#133 - Taking Over the Family Insurance Agency w/ Taylor Garcia

#132 - How Agencies Are Using AI in the Insurance Industry w/ Justin Thomas

#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr

#130 - Producer Compensation in Independent Insurance Agencies

#129 - From R&B Artist to Agency Owner w/ Jarrard "Rod" Powell Sr.

#128 - Exploring the Insurance Industry w/ Molly Harrigan

#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers

#126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard

#125 - Reinventing Insurance: Talent, Tech, and Taking Risks w/ Aubie Knight

#124 - The Future of Work: Bots in Insurance w/ Raul Guerra

#123 - Decoding Leadership Excellence w/ David Keller

#122 - The Art of Knowing When to Walk Away in Business w/ Jeff Brehmer

#121 - The Heart of Operations: Building a Strong Agency w/ Jessica Yarbrough

#120 - Navigating Family Dynamics in Business w/ Jackson Rollo

#119 - Agency Risk

#118 - Concentration Risk

#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes

#116 - Buying an Agency After Loss w/ Ted Rusinoff

#115 - Harnessing AI in Insurance w/ Landry Fields

#114 - Preparing an Agency For Sale w/ Steve Carroll

#113 - The Power of Mastermind Groups w/ Jason Kilgo

#112 - Internal Transition of a Family Insurance Agency w/ Landon Bentham

#111 - The Journey of Female Entrepreneurs w/ Julie Webb

#110 - High Risk Niche w/ Chris Larmore

#109 - Failing to Plan: An Agency's Biggest Risk

#108 - Agency Risk Factors

#107 - The Future of Remote Work w/ Jim Schubert

#106 - Supporting Sales in the Insurance Industry w/ Karl Sherrill

#105 - Family Agency Ownership Transition w/ Jordan Piland

#104 - Starting From Scratch w/ Charles McDade

#103 - Effective Tax Planning w/ Andre Logan, Ivan Kan & Aaron Stocks

#102 - Not All Buyers are Right for Every Seller w/ Jake Jensen & Kevin Callister

#101 - 2025 Predictions w/ Thomas Mann

#100 - The Insurtech Santa w/ Frank Sentner

#99 - Creating an Internship Program w/ Andrew Darlington

#98 - Choosing a Network w/ Dawnyel Smink

#97 - Project 55: Empowering Mental Health Awareness w/ Justin Goodman & Brenden Corr

#96 - Permission to Fail w/ Andrew Ryan

#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay

#94 - Solving the People Problem w/ Billy Wagner

#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov

#92 - Increasing Your Agencies Valuation

#91 - The Data-Driven Future of Insurance w/ Kabir Syed

#90 - Marketing Drives Agency Acquisitions w/ Nick Vitali

#89 - Humanity is Our Biggest Superpower w/ Vonda Copeland

#88 - Don't Fall in Love With the Deal w/ Bradley Flowers

#87 - Establishing Authority in Your Niche w/ Bill Butler

#86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen

#85 - Disrupting Systemic Poverty w/ Wessly J. Anderson

#84 - Holding Court w/ Heath (The Mayor) Shearon

#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg

#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins

#81 - Four Generations of Trimbles w/ Kirt Trimble

#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks

#79 Reflections on Year One as CEO of Big I w/ Charles Symington

#78 - Lead Gen Strategy w/ Jonathan Lugo

#77 - 37 Agencies and the Road to One More Policy w/ John Darr

#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate

#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe

#74 - Deciding to Sell the Agency w/ Matt Crismore

#73 - Video is a Game Changer w/ Chris Langille

#72 - Business Partnerships: Lessons Learned w/ Grant Weber

#71 - Could Data Change the Acquisition Space w/ David Watson

#70 - Launching Trusted Risk Advisor Status

#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen

#68 - Family First w/ Olivia Schmitt

#67 - Investing in the Right Tools w/ Kevin Panter

#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver

#65 - Playing the Long Game w/ Jimi Honochick

#64 - From Doctor to Insurance Agent w/ Jacob Eisenrich

#63 - The Truth about Selling Your Agency w/ Matt Naimoli

#62 - Marketing 101 w/ Daniel Smith

#61 - In Memory of Bobby Salmon

#60 - Reflecting on Failures w/ Chris Paradiso

#59 - Owning Your Niche w/ Clinton Orr

#58 - Navigating Partnerships w/ Chris May

#57 - Planning for Ownership Transfers w/ Erik Garcia

#56 - Financial Planning for Agency Owners w/ Erik Garcia

#55 - Financially Preparing for Ownership w/ Erik Garcia

#54 - Selling the Family Legacy w/ Christos Provistalis

#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares

#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie

#51 - Finding Your Staff's Right Seat w/ Missy Stallings

#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat

#49 - Optimizing AI w/ CJ Hutsenpiller

#48 - Back to Sales Basics w/ Billy Williams

#47 - Double Your Manpower & Cut Your Costs w/ Austin Moorehead

#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss

#45 - Beginners Guide to Acquisitions w/ Rob Bowen

#44 - Automation: The Power of Time w/ Casey Nelson

#43 - The Internship of Buying an Agency w/ Lisa Hengel

#42 - Generations of Teaching w/ Christy & Chasity Ross

#41 - Steady Process Progress w/ Thomas Mann

#40 - M&A is a Bullet Point on the Journey w/ Keith Savino

#39 - Funding the Sale w/ Mike Wagar

#38 - Breaking Down Data w/ Pat West

#37 - Agency Mergers: Cash to Bots w/ Angela Trimble

#36 - Pivot to Success w/ Nicole Ostrander

#35 - The Building Process w/ Daniel Rohrbaugh

#34 - Craving Connection w/ Mike Crowley

#33 - Like Mother Like Daughter w/ Teresa and Kaleigh Kitchens

#32 - Habits & Relationships w/ Terren Moore

#31 - Influencing Culture w/ Emmanuel Osuyah

#30 - Risk Proof Your Business w/ Chris Greene

#29 - Talkin' EBITDA w/ Andrew Wynn

#28 - Your Agency Is Your Engine w/ Josh Gurley

#27 - Automating Personal Lines w/ Elle Bunn Lappan

#26 - After the Sale w/ Max Olson

#25 - Running on Data w/ Ryan Pessell

#24 - Independence: A Blessing & a Curse w/ Chris Cline

#23 - Selling Your Story w/ Ciara Gravier

#22 - Let the Data Lead You w/ Seth Zaremba

#21 - In the Absence of a Plan w/ Abigail Whorton

#20 - Delivering a Premium Experience w/ Jack Wingate

#19 - The Marketing Journey w/ Dani Kimble

#18 - Proud to Be w/ Scott Howell

#17 - Wearing the Hat to Solve the Problem w/ Cyrus Jaffery

#16 - Building a Legacy w/ Aaron Gordon

#15 - The Bots Have Arrived w/ Mike Fusco

#14 - Achieving Freedom w/ Mike Stromsoe

#13 - Start With What Works w/ Matt O'Neill

#12 - The Power of Being Intentional w/ Pat O'Neill

#11 - Coverage from Fayetteville, NC to Qatar w/ Landon Bentham

#10 - Technology is a BIG Decision w/ George Robertson

#9 - The Biggest Sale of My Life w/ Ryan Reynolds

#8 - The M&A Game Has Changed w/ Jared Roy

#7 - Leading by the Numbers w/ Michelle O'Connor

#6 - Have Some Dog In You w/ Kyle Becker

#5 - Trust is the Foundation of Change w/ Matt Simon

#4 - Insuring the Future w/ Bobby Salmon

#3 - Culture: Love Your People w/ Beth DeLaForest

#2 - Redefining Community w/ Joe Hollier

#1 - Data Changes Everything w/ Syd Roe

Intro to Insurance Refocused: A Sneak Peek!