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Lindsay & Carey Wallace
Insurance RefocusedEpisodes
Lindsay & Carey Wallace
Insurance Refocused
A weekly Business podcast
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Episodes of Insurance Refocused
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In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes
In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment co
In this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable ins
In this episode, Lindsay and Carey interview Jacob Eisenrich, Vice President of Weatherby-Eisenrich Insurance. Jacob shares his unique background as a doctor who transitioned to the insurance industry and discusses the reasons for leaving the m
In this episode, Lindsay and Carey sit down with Matt Naimoli to discuss Matt's journey of selling his agency. They cover topics such as finding the right partner, educating oneself on the selling process, and setting expectations for the futur
In this episode, Lindsay and Carey interview Daniel Smith, the co-founder of Market Retrievers, a digital marketing agency for insurance agencies. They discuss the importance of marketing for agencies and provide insights on how to effectively
🕊 In Memory of Bobby Salmon 🕊In this special re-launch episode, we pay tribute to our Bobby Salmon, whose passion in the independent insurance industry continues to inspire us. Join Carey and Lindsay as they revisit their conversation with Bo
In this episode, Carey and Lindsay sit down with Chris Paradiso, the owner of Paradiso Insurance. They discuss Chris's background in insurance and the importance of discipline and mental readiness when buying an agency. Chris shares his experie
In this episode, Carey and Lindsay sit down with Clinton Orr, an insurance agent and partner at iProtect Insurance. Clinton shares his journey in the insurance industry, starting from his background in real estate and his transition to insuranc
In this conversation, Chris May shares his experience of starting his own insurance agency and navigating a partnership. The conversation covers topics such as getting started in the insurance industry, the decision to start a partnership, the
In the third episode of the series, Carey and Lindsay sit down with Erik Garcia from Plan Wisely to talk about the financial challenges and considerations of ownership transfers in independent insurance agencies. Discussing the importance of em
In this episode, Carey and Lindsay sit down with Eric Garcia from Plan Wisely to discuss the financial planning considerations for agency owners. They cover topics such as starting an agency from scratch, being careful who you take cues from, a
In this episode, Carey and Lindsay sit down with Erik Garcia, owner of Garcia Insurance Services and Plan Wisely, to discuss how future owners can set themselves up for success with preparing their personal finances for ownership. Erik emphasi
In this episode, Carey Wallace and Lindsay sit down with Christos Provistalis about the recent sale of his family's business, Pleasant Pizza. They discuss the history of the business, the decision to sell, and the emotional impact of letting go
In this episode, Carey and Lindsay sit down with Patty and Vanessa Lares to discuss how mother-daughter duos are revolutionizing the insurance industry. Breaking gender stereotypes, they unveil the secret ingredients for building a successful m
In this episode, Carey and Lindsay sit down with Michael McCormick and Taylor Dobbie, founders of Insurance Soup, a Facebook group revolutionizing agent collaboration. Join the conversation as they discuss breaking down industry silos, creating
In this episode, Carey and Lindsay sit down with Missy Stallings, owner of Stallings Insurance Agency, as she shares her journey in the insurance industry and how she navigated challenges such as long commutes and starting her agency during a r
In this episode, Lindsay and Carey sit down with George V. Pilat, a partner at Gertzberg, Lakata law firm. George has extensive experience working with insurance agents and agencies, particularly in M&A transactions. He provides legal services
In this episode, Lindsay and Carey sit down with CJ Hutsenpiller, a Private Client Advisor at Hutsenpiller Insurance, Co-owner of CAC and TacoBot. They discuss the implementation of AI in insurance agencies and the various ways it can be used,
In this episode Carey and Lindsay sit down with Dr. Billy Williams, an expert in insurance sales, shares his insights on the biggest misconception in sales and the role of technology in the industry. He emphasizes the importance of scripts and
In this episode, Carey and Lindsay sit down with Austin Moorhead from LAVA Automation to discuss how integrating sales and marketing into your agency can double your manpower and cut costs. Learn about the crucial roles that Virtual Assistants
In this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. ///////////// Agency Focus is the premier resource for agents to u
In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before c
In this episode Carey and Lindsay sit down with Casey Nelson from Stakwise to talk about how automation can give your agency back valuable time, help build processes and expectations with your customers. ///////////// Agency Focus is the premi
In this episode, Carey and Lindsay sit down with Lisa Hengel from Willow Wood Insurance Agency to talk about her journey buying an agency, or as she calls it, her 'internship.' We delve into the real-world lessons she learned, what it was like
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