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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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Real talk - we ran our agencies blind for YEARS. No idea what our contact rates were, our quote-rates, our close rates. We were just grinding, blaming the leads when things didn't work. Sound familiar? Here's what changed everything for us: we started tracking the right metrics: leading metrics. Simple, but game-changing. Once we could see our funnel, we 5x'd our production without working more hours. Now we help hundreds of agents do the same - track the right KPIs, optimize what's broken, ...
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Welcome to The Value Factory Podcast, powered by OneAccord, where we decode the secrets to building substantial, lasting enterprise value for your business. If you’re a business owner, CEO, or leader of a privately held company striving for sustainable growth, navigating complex transitions, or aiming to maximize your company’s worth, this is your essential resource. Hosted by the seasoned operators at OneAccord, The Value Factory delves into the practical strategies and real-world insights ...
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Life Linked is an advisor-focused podcast built for professionals who want to grow their life insurance and planning strategies with clarity and confidence. Each episode delivers practical concepts, real advisor stories, and expert insight from advanced markets specialists and carrier leaders without the fluff or sales pitch. We cover what advisors actually need: term and permanent life insurance strategies, underwriting and case design, marketing and client acquisition, estate equalization, ...
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The Experienced Entrepreneur

Marissa Lawton | Business Coach for Seasoned Entrepreneurs

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Welcome to the show for seasoned business owners, coaches, and service providers who've been in the game long enough to know that the flashy hustle isn't sustainable — The Experienced Entrepreneur is your weekly refuge. Here, experience is your edge. This is not a show for newbies chasing overnight success; it's a podcast for those who bring wisdom, perspective, and resilience to the long game of entrepreneurship. If you've ever felt unseen in the noise of business marketing, tired of strate ...
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We Cover Commercial Construction. If you are in commercial construction as an Architect, Engineer, Contractor or Owner, this is the show for you. Hosted by Dillon Mitchell, PE, Founder of Kowabunga Studios
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Lead Better - Grow Your Practice. Live Your Purpose.

Nicole Harlow: Brand and Marketing Strategist for Health-Based Businesses

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If you're ready to stop chasing leads and start leading your industry, then it's time to Lead Better. Welcome to Lead Better, the podcast for functional medicine and wellness leaders ready to move beyond fragmented efforts and into a realm of predictable growth and undeniable market authority. Join Nicole Harlow, a seasoned expert with over a decade of experience guiding the best health pracitioners and clinics to exponential success, as we dissect the true mechanics of modern practice growt ...
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Welcome to The Fuel Podcast, your ultimate guide to understanding the captivating world of creative marketing and how agencies manage to drive growth. Hosted by Keith Smith, a seasoned creative agency new business leader, this podcast aims to unravel the mysteries behind the success of creative agencies worldwide. From crafting memorable brands to forming efficient teams and attracting clients, we dive deep into the art of creative marketing. We explore the essence of creativity in the realm ...
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Since you've been in business for a while, you already know that "getting more leads" isn't the be-all-end-all solution some coaches say it is. The real challenge is knowing what kind of leads you're attracting, where they're coming from, and whether your lead flow is actually supporting sustainable business growth — or quietly working against it. …
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In this episode, we sit down with Eric, Accredited Accident Reconstructionist, Ohio Peace Officer, Marine Corps veteran, and founder of Crash Tech Reconstruction Services, to discuss the real-world risks of car accidents and the staggering costs of being underinsured. Eric shares insights from his nationally recognized reconstruction work, illustra…
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Dillon breaks down what it really takes to get a construction project out the door, from managing massive equipment lead times to making real-time design decisions. Hear how design-build teams tackle complex projects, balance budgets, and find creative solutions to keep things moving—even when timelines and gear availability get tough. Try Surfboar…
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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Before you rush into goal-setting, optimization, or "what's next," there's something more important to do: integrate the year you just lived. In this reflective year-end episode of The Experienced Entrepreneur, Marissa Lawton guides seasoned business owners through 10 powerful questions designed to help you make sense of 2025 and move into 2026 wit…
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Kelly Donahue, a public speaker and consultant with over a decade of experience in the local insurance agency space, joins Insurance Dudes to break down what it really takes to build a profitable, future-ready insurance agency. The conversation explores leadership at the agency-owner level, creating a strong internal culture, and using systems inst…
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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Hiring problems are rarely hiring problems—they’re leadership and culture problems in disguise. In this episode of The Value Factory Podcast, Nick Anderson sits down with Brett Erik to unpack why companies struggle to attract and retain good people even when they think they’re doing “everything right.” Brett breaks down how employer brand is formed…
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It’s December 23—holiday limbo season—and I’m restarting the podcast now instead of waiting for January. But rather than diving straight into systems, automations, and marketing tactics, I’m starting with something more personal: what actually kept me healthy enough to lead through a year that stretched me mentally, emotionally, and physically whil…
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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In this episode, John Felton and Zach Gosselin break down why year-end is the most important time for advisors to plan ahead and where the real opportunities for growth will come from in 2026. The discussion covers key industry trends, effective use of permanent life solutions, and the continued role of annuities, and how advisors can help business…
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As an experienced entrepreneur, the most powerful decisions you make aren't about doing more — they're about choosing what actually deserves to come with you into the next chapter. In this reflective year-end episode of The Experienced Entrepreneur, Marissa Lawton invites seasoned business owners to pause, integrate what 2025 revealed, and practice…
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In this episode, Kevin Stein, founder and CEO of Delos Insurance Solutions, shares how he is transforming wildfire insurance through cutting-edge AI and innovative MGA structures. With an aerospace background and advanced degrees from Stanford and UC Berkeley, Kevin explains how his team models wildfire risk with remarkable accuracy, providing cove…
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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AI is everywhere—but most small and mid-sized business leaders are still stuck between hype, fear, and scattered experiments. In this episode of The Value Factory Podcast, host Andrew Ballard sits down with John Manzanares, fractional CIO at OneAccord and seasoned technology executive, to cut through the noise and explain how AI actually creates le…
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
  continue reading
 
As online business owners head into a new year, most look only at the traditional metrics — revenue, growth, conversions, launches. But seasoned entrepreneurs know those numbers don't tell the full story. The real signals that predict stability, sustainability, and success are often intangible: energy, capacity, creative bandwidth, emotional resili…
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On this episode of The Value Factory Podcast, Andrew Ballard sits down with Mike Kadel, Managing Principal at OneAccord, to tackle the leadership crisis most organizations are ignoring: succession planning. With a wave of retirements accelerating across financial institutions and beyond, Mike explains why replacement planning is reactive, risky, an…
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In this episode, we sit down with Galen Hair, founder of Insurance Claim HQ, to uncover the human side of insurance claims. With over 25 years of experience recovering over $1 billion for policyholders across the U.S., Galen shares how empathy, transparency, and simply being there for clients can make all the difference. From hurricane-struck Louis…
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Checkout the Construction Corner Podcast wherever you find your podcasts! Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabunga…
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In this episode of The Value Factory Podcast, mental performance coach Karina Baldwin breaks down how our brains sabotage success—and how to retrain them for high performance. She explains why entrepreneurs let emotions drive decision-making, how identity gets tangled in business ownership, and what it takes to detach without losing passion. From n…
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John “Ozzie” Nelson Jr. is Chairman and CEO of NELSON Worldwide, an award-winning design, architecture, branding, and consulting services organization operating across the country and globe. Under Ozzie’s leadership, the firm expanded from a one-office, traditional interior design firm with a single core competency to its current state of more than…
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Should We Be Planning 2026? (How to Lead Your Business in an Unpredictable Market) If you've been wondering whether it even makes sense to plan for 2026 with the market shifting under our feet — this episode is going to feel like a deep exhale. In today's solo episode, we're talking about what mature entrepreneurs already know: Annual planning isn'…
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In this episode, we uncover the real reasons most insurance agencies struggle to grow and why relying on old-school sales tactics is no longer enough. We’re joined by Andy Neary, who shares how he rebuilt his career from scratch in a market where no one knew him and why building a powerful personal brand became the game-changer that transformed his…
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Welcome to the Construction Corner Podcast! In this episode, host Dillon dives into the evolving world of construction, exploring how AI, automation, and better systems are transforming the industry. Dillon shares practical insights on boosting productivity, lowering costs, and staying competitive through technology and effective training. He discu…
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Today on The Construction Corner Podcast, I'm joined by Ryan Easterling, PE, who is the Electrical Engineering manager at Burns and McDonnell for their power division out of their Chicago Office.I selfishly get to nerd out a little this week about power systems and the huge rise in demand that AI and data centers are creating.What is probably the m…
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In this episode, we sit down with John Felton, President of Tennessee Brokerage Agency, to break down what TBA Awareness Month is all about and why it matters for advisors. John walks through how TBA stands out as a true partner: offering hands-on case support, product expertise, and business-growth strategies that many advisors don't realize they …
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Being in business long enough, you've faced this question: "Do I stay the course… or am I self-sabotaging?" In this week's solo episode of The Experienced Entrepreneur, we unravel one of the most complex challenges seasoned business owners face — knowing when something in your business still has staying power, and when your desire to quit is actual…
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In this episode, we’re joined by Dan Garzella, a highly respected entrepreneur and the founder of The Garzella Group, one of the fastest-growing independent insurance agencies in the U.S. Dan has built multiple successful businesses, mentors leaders across industries, and continues to guide entrepreneurs on scaling teams, simplifying systems, and c…
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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On this episode of The Value Factory Podcast, host Andrew Ballard talks with J.R. Covey—sales psychologist, OneAccord principal, and creator of Narrative Powered Success—about the stories that drive or destroy performance. J.R. explains how cognitive behavioral and narrative therapy principles reveal the fears, habits, and self-limiting beliefs tha…
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In this episode, we sit down with Kathryn Kinnanne, TBA's in-house annuity specialist, for a practical, straight-forward look at what's happening in the annuity world right now. Kathryn breaks down why fixed annuities are seeing some of the strongest rates in more than a decade, how rising and falling treasury rates shape the market, and why adviso…
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Welcome to Construction Corner! In this episode, host Dillon sits down with Jake Stone, President of Marcy Engineering in New York, for an in-depth conversation about building a successful career and business in the AEC (Architecture, Engineering, and Construction) industry. Jake shares his journey from tinkering as a kid to running his own enginee…
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What if the real measure of a healthy business isn't how much you make—but how much you keep? In this episode of The Experienced Entrepreneur, Marissa Lawton shares why she's shifting her focus to profit margin and what that means for seasoned business owners who are ready to step off the "scale at all costs" treadmill. After more than a decade in …
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On this episode of The Value Factory Podcast, Andrew Ballard talks with Kim Frost, founder of Frost Connections and Managing Principal at OneAccord, about the truth behind why hiring feels harder than ever. Kim breaks down what most leaders get wrong—not a hiring problem, but a clarity problem—and how alignment, transparency, and preparation turn g…
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We had the pleasure of sitting down with Michelle O’Connor, a seasoned insurance professional with over 25 years of experience, to talk about the ins and outs of growing a successful business. From mastering follow-ups and building consistent sales processes to leveraging technology and AI to better serve clients, Michelle shares practical insights…
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Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start Today at https://www.kowabungastudios.com/kowabunga-account-creation Comment your thoughts below and don…
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On this episode of The Value Factory Podcast, Andrew Ballard talks with Nick Knutsen, founder of Tahoma Tech and principal at OneAccord, about how conversation intelligence is changing the way B2B sales teams operate. With a background spanning Amazon Web Services, Zoom, and AI innovation, Nick explains how recording, analyzing, and automating meet…
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In this episode, Morgan sits down with Mark Householder - SVP of Business Solutions at Principal Financial Group - to unpack the biggest takeaways from the 2025 Principal Business Owner Insights Study. From business protection and succession planning to key employee benefits and retirement solutions, we break down what's driving decisions in 2025 a…
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How do we earn keep and maintain trust in our working relationships? Over the next 3-5 years it’s going to be the only thing left that separates us from the robots. David Meikle is here to discuss the role that trust plays in the world of advertising and marketing communications. Trust isn’t just a critical driver of efficiency and revenue, but it’…
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Jake Maxey runs NLS Engineering Consultancy and hosts The Impactful Engineer podcast. He believes in paying it forward, helping engineers with the systems and judgment he wished he’d had earlier. His guiding principle: you’re best suited to help the person you once were. That's what he does with The Impactful Engineer. Try Surfboard & Autocircuit f…
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There's a difference between running a business and playing at one. In this episode of The Experienced Entrepreneur, Marissa Lawton breaks down what it really means to work hard without burning out — and how to reclaim your energy through intentional effort. You'll learn how to spot the difference between hustle (reactive, fear-based, endless) and …
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On this episode of The Value Factory Podcast, Nick Anderson and Lawrence Lerner dig into one of the most critical—and most misunderstood—elements of leadership: trust. They unpack what real trust looks like between boards and executives, why “the job of the board is not to run the company,” and how communication, clarity, and clean agreements shape…
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We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset tha…
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Do you need to know how to implement AI and automation into your workflow. This episode tells you how. Try Surfboard & Autocircuit for free. Unlock $10,000 in credits. Put $500 down today. Hit activation in 7 days—your $500 is waived—no risk. After 14 days, if you don't save at least 10 hours, we'll give you an additional $5,000 in credits. Start T…
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On this episode of The Value Factory Podcast, Nick Anderson talks with Kurtis Hanni, Founder of Bison CFO, about where profit really goes—and why it disappears as you scale. Together they unpack the hidden mechanics behind pricing, margin erosion, overhead creep, and the operational blind spots that quietly drain cash. Kurtis brings clarity to fina…
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Eric Serna is a Northern California construction and electrical contracting executive recognized for building high performing teams, strengthening operational discipline, and delivering complex commercial, institutional, and multi family projects. With leadership roles at Helix Electric and CMD Electric, he has driven large scale project success ac…
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The online business space has changed — and so has the way people buy. In this episode of The Experienced Entrepreneur, Marissa Lawton breaks down what's really happening behind today's slower sales cycles and why it's not a bad thing. You'll learn how buyer psychology has evolved, what the new customer journey looks like, and how to adapt your bus…
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On this episode of The Value Factory Podcast, Nick Anderson sits down with John Steckler, a veteran sales strategist and OneAccord Partner, to unpack the real mechanics of growth. From self-storage to high tech to healthcare, John has spent decades helping companies stuck in decline rediscover how to sell, price, and scale smarter. He shares why fr…
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In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why unde…
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