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Brad Boldt
ATO PodcastEpisodes
Brad Boldt
ATO Podcast
Good podcast? Give it some love!
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Episodes of ATO Podcast
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An absolute pleasure to meet up with Erin & Mike Richardson, owners of Richardson Insurance located in Hanover, Mass. They do it differently at Richardson Insurance. They are all in with building relationships. Not just with their clients an
I had an absolute blast connecting and learning from CJ Hutsenpiller, owner of Hutsenpiller Insurance located in Mount Juliet, Tennessee. CJ always has been tech driven from automating processes, creating bots and now maximizing AI to improve
It was a pleasure to connect with Peter Covill, owner of Humphrey, Covill & Coleman. Peter, aka Peter Scotts, is the most recent owner of this family agency that started in 1926. This is anything but a dated agency. In this conversation we d
Always a pleasure to connect with Tamron Manning with Integrity Insurance out of Lexington, KY. Tam is a Business Owner in the Insurance Industry. He is intentional about growing a business and not just being an insurance agent. It's unique
RPA's aka Robotic Process Automation or as Mike Fusco call is Repetitive Process Automation. In most businesses there are repetitive processes that our team must handle over and over and over again. RPA's help automate this redundancy. Mike
Mergers and Acquisitions is one of the hottest topics in the insurance industry. So many agency owners want to acquire another business. In this episode with Colby Allen, we cover all things in the acquisition process. Financing, what to loo
In this episode, I connect with Daniel Metcalf, co-founder of CyberFin. Cyberfin specializes in Cybersecurity for the insurance industry. This is a solution that many of us in the insurance industry needed. We discuss how the origin and the
Elis Umana started her insurance business less than two years ago. She is growing and thriving early in her career. Like all of us, she is figuring things out along the way. We discussed the tech and AI that she's using to help grow her agen
This was a great episode with Maverick Pitchford founder of Bison Ridge Insurance out of Coweta, Ok. Maverick started this insurance agency under 2 years ago. With 3 young kids, Maverick has been intentional about a work life balance, making
Always great to connect with Zack Gould. This was a very unique podcast because we were able to discuss the entire lifecycle of the G & N insurance business from beginning to the end. Sometimes we see someone or a business that has had succes
It was great to connect with Vonda in this episode. Vonda is an operations specialist Vonda has been working on, improving the Operations for over 20 years. In 2023 Vonda hired 17 people. We discussed at length the process of onboarding so
It was an honor to sit down with Lieutenant Colonel Oak McCulloch this week. LTC McCulloch had a distinguished Military career. When he retired from the Military he stayed very active in recruiting, teaching, leading in the community. In 202
Mercy Komar is a treasure!! Mercy has held every position in the insurance industry. She loves it!! She's got all the stories. Mercy was in the industry when there were very few women and frankly during a time when women weren't treated so we
It was great to connect with Bob Klinger, founder of Klinger & Associates. He has built a great agency. We deep dive into their niche market of Dry Cleaners. How they started with this market, why they started with this market, how they targe
This episode was all about the Employee Stock Ownership Plan. How to create, what the cost may be, the endless benefits to the company and the employee. Extremely insightful. Brian Baughman is a strong advocate for the ESOP. He has seen the
Great Episode with Jerry Conrey, Founder of Conrey Insurance Brokers and Risk Managers located in Orange, California. Jerry is a true Risk Manager. As an entrepreneur Jerry has trained and built his agency from a consultative risk management
Donald Shampine is an Insurance Agency Owner, Public Speaker, Business Coach, Business Consultant and has recently created his passion project of Want Better, Be Better. Don and I had a great conversation about leadership, coaching, creating a
I am always impressed with Meredith Messenger. This conversation was no different. We had a great discussion about a variety of topics, primarily the benefit of having an operations specialist in your insurance agency. Meredith and her team
Taylor Garcia was living the life of a musician before he was persuaded to join the family insurance business. Just a few years later he was being groomed to take over Jackson & Jackson Insurance Agents & Brokers. This a great story of earni
Mariah Gates has a great business owner story. After a very successful career as an insurance agent, Mariah developed a passion for using technology to enhance the agencies customer experience, help prospect new business and improve efficienci
This week we connect with the owner & President of T Blackwell Insurance, Tracey Blackwell. Tracey has grown a large insurance agency and team over the course of her insurance career. She's grown each of these by building and fostering relat
Great to have the good Dr. Billy Williams back on the show. Dr. Williams has just released Sales Objection Pocket Guide. In this episode, we discuss at length the how this can help sales professionals. This is not just a guide for insurance,
Many within the Independent Insurance Agency channel either know or are aware of Ciara Gravier, founder of The Bunker Insurance and Risk Management. She has been on many podcasts, attended and been a speaker at a number of industry conference
It got real with Carrie Reynolds!! I love it! So much relatable material in this discussion from transitioning into ownership of a family agency, rebranding, learning leadership on the job, managing your teams mental health, while also managin
The man, the myth, the legend, but more importantly a better human Billy Wagner. Great conversation with Billy as we cover a variety of topics. Sometimes we see a Giant in an Industry and think it was easy or didn't go through the struggle.
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