Best High Value Client Acquisition Podcasts (2025)

1
The Value Factory Podcast | Episode 9 - Jeff Rogers Part 3 48:36

Play Pause

5h ago48:36

48:36

In Part 3 of this special 3-part series on The Value Factory Podcast, Nick Anderson and Jeff Rogers walk through the most complex and personal era of OneAccord’s history. Jeff shares the bold steps into private equity and M&A advisory—and the painful clarity that followed when growth outpaced alignment. From boardroom tensions and leadership transi…

1
The Value Factory Podcast | Episode 9 - Jeff Rogers Part 2 1:06:31

12h ago1:06:31

1:06:31

In Part 2 of this special 3-part series on The Value Factory Podcast, host Nick Anderson continues his conversation with OneAccord founder Jeff Rogers, diving into the rapid growth and painful pivot that redefined the company. Jeff unpacks OneAccord’s expansion into 18 U.S. markets, the bold decision to contract back to the Pacific Northwest, and t…

1
The Value Factory Podcast | Episode 9 - Jeff Rogers Part 1 1:04:04

2d ago1:04:04

1:04:04

In Part 1 of this special 3-part series on The Value Factory Podcast, host Nick Anderson sits down with OneAccord founder Jeff Rogers for a candid, behind-the-scenes look at the birth of the firm—from its roots in a post-dotcom market crash to its redefinition as a values-driven, team-based consulting practice. Jeff unpacks the emotional and strate…

1
From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story 34:01

4d ago34:01

34:01

Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first em…

1
200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli 35:27

10d ago35:27

35:27

Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…

1
From Self-Talk to Self-Leadership: Rewiring Your Mind for Change with Jon Kuttin 17:39

12d ago17:39

17:39

We're back with another episode of Quantum Growth for Financial Advisors! This week, host Jon Kuttin dives into the critical topic of self-leadership and personal development—essential skills for any financial advisor looking to grow both professionally and personally. In this episode, Jon explores the 10-20-70 model of adult learning, emphasizing …

1
Rachel Konrad: The Succession Sessions 1:00:54

12d ago1:00:54

1:00:54

The 5 Ds of Succession Planning How do you prepare your agency for life after you? If it’s built in your image, round the work that only you control, how can someone else grow it after you’ve moved (or passed) on? Talking about succession plans is like talking about making a will and like with families, if you exit - for whatever reason – and leave…

1
From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom 53:07

17d ago53:07

53:07

Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…

1
The Value Factory Podcast | Episode 8 - Joshua Conran 1:02:39

20d ago1:02:39

1:02:39

In this episode of The Value Factory Podcast, host Nick Anderson is joined by Joshua Conran, partner at Deksia, to explore what it really takes to create marketing that drives long-term value, not just quick wins. Together, they unpack why most marketing fails (hint: it’s not the tactics) and how small and mid-market companies can align strategy, K…

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 2 29:40

24d ago29:40

29:40

This Week on Quantum Growth for Financial Advisors we are back with Part 2 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
From McDonald’s to Insurance Success: The Ben Bucher Agency Story 51:13

24d ago51:13

51:13

Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…

1
Amy Taylor - Zevia: Creative Fizzness 1:15:58

29d ago1:15:58

1:15:58

Amy Taylor - former Red Bull CMO - in charge of one of the world’s mostmemorable brands made her own daring leap become CEO of a publicly listed Good For You drinks company Zevia which has ambitions to be verbified for all types of positive, healthy food and beverage products. We discuss her 20+ year career at Red Bull and her transition into the m…

1
The Value Factory Podcast | Episode 7 - Dave Mantel 38:21

29d ago38:21

38:21

In this episode of The Value Factory Podcast, host Nick Anderson welcomes sales strategist Dave Mantel of Acme Sales Development for a deep dive into what makes or breaks a sales hire. They explore the three pillars of sales success—will to sell, tactical skill, and sales DNA—and how most hiring managers unknowingly fall for personality over perfor…

1
From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success 50:59

30d ago50:59

50:59

On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…

1
The Value Factory Podcast | Episode 6 - Michael Pleger 42:23

1M ago42:23

42:23

In this episode of The Value Factory Podcast, Nick Anderson is joined by project manager Michael Pleger to explore the deeply personal journey of leadership development, identity, and purpose. Through the lens of OneAccord’s Prepare to Lead course, Michael shares how he grew from a high-performing problem-solver into a values-driven, purpose-aligne…

1
Uncovering Referral Goldmines and Process Mastery with Peter Fournier 43:07

1M ago43:07

43:07

Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …

1
Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success 29:05

1M ago29:05

29:05

Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…

1
David Kelly Wrote The Book On Incentive Comp Management 24:22

1M ago24:22

24:22

On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…

1
Make Leads Paid For Put Your Thimble On Front Of Funnel 23:08

1M ago23:08

23:08

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

1
Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond 46:56

1M ago46:56

46:56

Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …

1
Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies 48:38

1M ago48:38

48:38

Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the groun…

1
Learn from Brian A'Hearn To Earn, Know What I Mean Vern? 46:09

1M ago46:09

46:09

Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of…

1
Wild Bill Rice Talkin Bout Leads | The Insurance Dudes 37:17

1M ago37:17

37:17

In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to…

1
Jas Takhar Crushes Content Curating Creative Craziness 50:53

1M ago50:53

50:53

In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content …

1
How to Master the Art of Insurance Sales with Rob Liano 56:26

1M ago56:26

56:26

In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. Fro…

1
How to Thrive in Commercial Insurance: Lessons from Patrick Albrecht 36:54

1M ago36:54

36:54

In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance…

1
Grow or Plateau: What’s Holding Your Practice Back with Jon Kuttin and Jon Randall Part 1 29:54

1M ago29:54

29:54

This Week on Quantum Growth for Financial Advisors we are back with Part 1 of a special episode with a live coaching session with Jon Randall of XFA.Coach and Jon Kuttin of Kuttin Consulting Group! This episode offers a deep dive into actionable growth strategies for financial advisory firms, featuring insights from two seasoned industry leaders. T…

1
Tom Salmon - Welcome to Agencyland! 1:12:08

1M ago1:12:08

1:12:08

Tom Salmon and his team at Agency by Agency are modern-day marketing Magellans, charting the contours of the communications sector in the UK. Along the way, they’ve uncovered so many useful and fascinating facts about its agencies. This indispensable show is an exclusive look at the way we all view ourselves, what helps us stand out and what hurt u…

1
The Value Factory Podcast | Episode 5 - Phil Goodman 21:28

1M ago21:28

21:28

In this episode of The Value Factory Podcast, host Nick Anderson sits down with Phil Goodman—founder of Talent Realized and Chief People Officer at OneAccord—to explore the power of strategic hope in driving transformational growth. From succession planning to scaling systems, Phil shares his own entrepreneurial journey and how OneAccord’s Client S…

1
The Value Factory Podcast | Episode 4 - John Martinka 50:34

2M ago50:34

50:34

Host Nick Anderson welcomes M&A advisor John Martinka of NoComas Advisory Services to explore how business owners can “exit with style, grace, and more money” even in turbulent times. Drawing on three decades of experience guiding lower-middle-market deals ($5–15 million enterprise value), John breaks down the real risks—from customer and supply-ch…

1
How to Use YouTube Ads To Get In Front of High-Value Buyers 22:39

2M ago22:39

22:39

How to Use YouTube Ads To Get In Front of High-Value BuyersBy Joly Tematio

1
Rob Harrison-Plastow: Sales Revelations 1:17:23

2M ago1:17:23

1:17:23

If you want to keep your agency thriving, you’d better do everything you can to understand your audience. 75% of regular, everyday buying experiences are emotion-driven and Rob Harrison-Plastow’s company SourceNine has created a tool called the Empathy Framework. This tool helps companies build customer engagement strategies that foster trust, deep…

1
The Value Factory Podcast | Episode 3 - Mike Kadel 34:09

2M ago34:09

34:09

Join host Nick Anderson and special guest Mike Kadel, Managing Principal at One Accord, for a deep dive into the art and science of succession planning on this episode of The Value Factory Podcast. With a combined 60 years in financial services, they unpack why most organizations mistake replacement for true succession, share vivid examples—like Co…

1
Behind the Deal: How Elite Buyers Win in Succession Planning with Joseph Greco 40:49

2M ago40:49

40:49

In this episode of Quantum Growth for Financial Advisors, host Jon Kuttin welcomes back Joseph Greco, Managing Director of Elite Advisor Successions, for an in-depth look at buy-side strategies in the succession planning process within the wealth management M&A landscape. Drawing from decades of combined experience, Jon and Joseph explore the key t…

1
The ONE Shift That Doubled Our Client Acquisition (Without Increasing Ad Spend) 22:39

2M ago22:39

22:39

By Joly Tematio

1
The Value Factory Podcast | Episode 2 - Ryan Shope 22:45

2M ago22:45

22:45

Host Nick Anderson sits down with Ryan Schope to unpack a practical playbook for go-to-market success in the digital age. They map out how to layer content across awareness, consideration, and decision stages, share tips for leveraging AI to remove production hurdles, and dive into why raw, “in-the-arena” stories build the deepest trust. If you’ve …

1
The Value Factory Podcast | Episode 1 - Jeff Rogers 45:55

2M ago45:55

45:55

Join host Nick Anderson on the inaugural episode of The Value Factory Podcast as he welcomes OneAccord founder Jeff Rogers into the “upper room” to uncover the firm’s 25-year journey. Jeff recounts how a simple sales-training venture evolved into a full-service consulting practice, the pivotal client-success discoveries that reshaped their approach…

1
Authority infused emails sequence - The 10-Day Launch Sequence That Generated $500K 30:22

2M ago30:22

30:22

The 10-Day Email Sequence That Generated $500K For Our Client (Swipe this now)By Joly Tematio

1
Richard Robinson: The Game Changer 1:23:17

2M ago1:23:17

1:23:17

When is your dream client going to hold a pitch? Richard Robinson, Executive Director of Ingenuity+ and oneof the ten most influential Leaders in Digital & Tech is here to help us understand how to navigate the incredibly complex marketing, advertising, digital and PR agency landscape. It’s a science - and science needs facts. Richard Robinson know…

1
Mergers and Acquisitions in Wealth Management: 2024 Trends and Strategic Insights with Joseph Greco 40:18

2M ago40:18

40:18

In this episode of Quantum Growth for Financial Advisors, Jon Kuttin welcomes Joseph Greco, Managing Director of Elite Advisor Successions, to explore the record-breaking M&A activity reshaping the wealth management industry in 2024. Joseph shares his journey in wealth management M&A and discusses how Elite facilitates transactions across the indep…

1
The 1 Mistake Stopping You From Scaling Profitably Your Facebook Ads Campaigns 8:37

2M ago8:37

8:37

By Joly Tematio

1
How to Create A Webinar Campaign That Attracts And Converts Cold Prospects Into Buyers 12:56

3M ago12:56

12:56

How to Create A Webinar Campaign That Attracts And Converts Cold Prospects Into Buyers.mp3By Joly Tematio

1
Hannah Springett: HLabs - What's the Story? 1:09:05

3M ago1:09:05

1:09:05

Web design using no code software. Learn how to make your digital brand campaigns sing, soar and smash by listening to the wisdom of Hannah Springett – founder and CEO of HLabs – a trailblazing no code design studio that counts some of the world’s biggest companies as its clients. No code is what it sounds like, it uses visual interfaces to replace…

1
The Million Dollar Blueprint: Strategies of Top Performing Advisors with Jon Randall 28:48

3M ago28:48

28:48

This Week on Quantum Growth for Financial Advisors: We're excited to welcome back one of our most insightful and frequent guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall explore what it takes to become a million-dollar producer. Randall emphasizes the critical role of mindset and adaptability, pointing out that many advisors platea…

1
How to Use The 7-11-4 Rule To Grow Your Business 24:02

3M ago24:02

24:02

By Joly Tematio

1
The Survival Guide for Noligarchs: How the wheels came off at Tesla 1:27:36

3M ago1:27:36

1:27:36

Can the world’s richest man - Elon Musk, get away with treating the US government like a startup, throwing out Nazi salutes and behaving like the citizens of the world are under-performing employees in one of his companies, with no damage to the Tesla brand? How much damage can one man cause for his shareholders and does he really care? Rachel Konr…

1
Tina Fegent: Eat the Pitch 1:26:47

3M ago1:26:47

1:26:47

Creative agency procurement expert Tina Fegent explains how her process helps CMOs navigate their marketplace and get the right solution and the best value. We discuss the power of independent agencies and how they can compete against the big HoldCo agency networks. Why diversity is an agency superpower, how to increase the odds of getting on the s…

1
Mastering High Value Client Acquisition and Referral Techniques with Jon Randall 32:23

3M ago32:23

32:23

This Week on Quantum Growth for Financial Advisors, we’re excited to welcome back one of our most frequent and insightful guests, Jon Randall. In this episode, Jon Kuttin and Jon Randall dive deep into how financial advisors can attract, prospect, and engage high-value clients—especially during times of market volatility. Jon Randall highlights tha…

1
What I Accomplished and the Lessons I've Learned In Q1 2025 | Ep. 91 22:09

3M ago22:09

22:09

In this special episode, I step away from the tactical advice to share my personal journey through Q1 2025. After intentionally descaling my business to focus on what truly matters, I reveal the powerful lessons I've learned about balance, purpose, and growth. I discuss: Why I made the decision to descale my business at the end of last year The thr…

1
How to Write Videos Ads That Make You Money (Swipe Our Most Profitable Scripts) | Ep. 90 27:50

4M ago27:50

27:50

Looking to transform your Facebook video ads from underperforming to unstoppable? In this comprehensive episode of The Scaling Season, I, Joly Tematio, reveal my complete Facebook video ads formula that has generated millions in revenue for coaches and consultants. You'll discover: The scientifically-proven 3-part video script template that capture…