Best High Value Client Acquisition Podcasts (2025)

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The Value Factory Podcast | Episode 31 - John Martinka 51:02

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7h ago51:02

51:02

On this episode of The Value Factory Podcast, Nick Anderson sits down with John Martinka of Nokomis Advisors to examine how uncertainty in tariffs, government contracts, and economic swings are reshaping the M&A market. John explains why dependencies—on outdated systems, single machines, or key people—can crush enterprise value, and how transparenc…

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The Value Factory Podcast | Episode 30 - Chris Cazares 1:09:26

2d ago1:09:26

1:09:26

On this episode of The Value Factory Podcast, Nick Anderson welcomes Chris Cazares, founder of Polaris Injury Law, veteran JAG officer, and president of Seattle Executives. Chris shares his journey from growing up on the Texas–Mexico border, to defending Guantanamo detainees, to leading in the courtroom as a personal injury attorney. He explains wh…

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Breaking The Old-School Insurance Model With Melissa Dillon 46:34

3d ago46:34

46:34

In this episode, we had a conversation with educational consultant, Melissa Dillon. She shared how redefining failure can transform the way we learn, work, and live. From healing old classroom wounds to building confidence in careers, this conversation dives into resilience, mindset, and the power of persistence. Join the elite ranks of P&C agents.…

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The Value Factory Podcast | Episode 29 - Keith Ferrin 55:52

9d ago55:52

55:52

On this episode of The Value Factory Podcast, Nick Anderson sits down with Keith Ferrin—speaker, coach, and storyteller—to unpack the true purpose of communication. Keith shares how his journey from worship leader to corporate coach revealed a universal truth: clarity breeds confidence and unleashes creativity. Together they explore why most leader…

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Choosing Love in Business & Marriage With Brian Ahearn 58:24

11d ago58:24

58:24

In this episode, we sat down with a speaker, coach and consultant Brian Ahearn where he shared the real influence and a key to unlock your potential associated with love. This episode was all about choosing love, balancing life, focusing on a partner's positivity and making bonds with people connected with you. Join the elite ranks of P&C agents. S…

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The Value Factory Podcast | Episode 28 - John Martinka 1:00:02

13d ago1:00:02

1:00:02

On this episode of The Value Factory Podcast, we sit down again with John Martinka of Nokomis Advisors to unpack the real challenge of owner dependence in privately held businesses. From contracts that bottleneck at the top to sales pipelines that rely too heavily on the founder, John explains why scaling requires rules, training, compliance, and a…

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The Real Keys of Insurance Success With Roger Short 52:48

14d ago52:48

52:48

In this episode, we sat down with Roger Short an amazing entrepreneur with great experience in multiple ventures for over 25 years. He discussed the ideas of building trust and scaling agency beyond price. Roger’s contribution as the co-founder of Life Insurance Academy has made him successful through consistency and rethinking the insurance sales …

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The Value Factory Podcast | Episode 27 - Lawrence Lerner 40:52

16d ago40:52

40:52

On this episode of The Value Factory Podcast, host Andrew Ballard sits down with Lawrence Lerner, Managing Principal at OneAccord, to explore how complexity, crisis, and culture can be engineered into opportunity. Lerner brings decades of experience driving more than $1 billion in revenue impact, guiding digital transformation, and helping organiza…

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The Value Factory Podcast | Episode 26 - Craig Dickens 51:28

22d ago51:28

51:28

In this episode of The Value Factory Podcast, Nick Anderson sits down with Craig Dickens of Merit Investment Bank to break down the mechanics of exiting a company and the capital strategies that unlock both growth and freedom. Drawing on experience from 13 personal exits and dozens of client transactions, Craig explains how to choose the right capi…

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From Brand to Growth Engine: The 9-Month Build Behind Lead Better HQ 43:05

21d ago43:05

43:05

After nearly two decades as an entrepreneur and a decade leading Brand Better, Nicole Harlow returns to the mic to share the real story behind the last nine months—why she evolved from “just branding” to launching Lead Better HQ, a HIPAA-compliant marketing + automation platform for functional medicine clinics. This candid episode covers the lesson…

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The Value Factory Podcast | Episode 25 - Jesse Kreun 40:54

24d ago40:54

40:54

In this episode of The Value Factory Podcast, Nick Anderson welcomes Jesse Kreun, OneAccord principal and operations specialist, to explore how disciplined operations protect revenue and make growth repeatable. Jesse explains the difference between principles, policies, and procedures, why capturing tribal know-how is critical, and how a fractional…

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Technology and Trust in Insurance Sales with Chase Beach 27:33

25d ago27:33

27:33

Welcome back to another episode of The Insurance Dudes! In today’s episode, we had the pleasure to sit down with Chase Beach, Co-Founder of InsureGrid. A young talented innovator who’s transforming the insurance industry by simplifying the way agents buy and sell. Are you struggling hard to chase leads, collecting clients info and price competing? …

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The Value Factory Podcast | Episode 24 - Ed Cotney 30:47

27d ago30:47

30:47

Host Nick Anderson welcomes Ed Cotney to The Value Factory Podcast to cut through confusion around taxes and exits. Ed delivers blunt truths: tax is a business expense to be actively managed, not merely a report filed by a CPA. The episode lays out practical thresholds for when planning matters most, explains why owners should never order their own…

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The Value Factory Podcast | Episode 23 - Julie Williamson 46:55

1M ago46:55

46:55

In this episode of The Value Factory Podcast, host Nick Anderson sits down with Dr. Julie Williamson—Chief Growth Enabler at Karrikins Group—to unpack what happens when leadership teams are misaligned and strategies don’t connect across functions. Julie shares insights from years of consulting with global organizations, showing why disconnected goa…

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Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World 43:17

1M ago43:17

43:17

Welcome back to another episode of The Insurance Dudes! Craig and Jason sit down with the energetic and insightful Julian Chambers. From his early days dabbling in network marketing straight out of high school, to finding his stride in life insurance and then crushing it in Medicare sales, Julian shares his journey as a young entrepreneur in the in…

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The Value Factory Podcast | Episode 22 - Huba Rostonics 37:37

1M ago37:37

37:37

In this episode of The Value Factory Podcast, host Nick Anderson sits down with Huba Rostonics to reflect on their Value Accelerator Workshop and the impact it has on business owners. They discuss the power of learning in community, why intimate workshop settings drive deeper transformation, and how one idea—when executed—can reshape an entire busi…

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The Value Factory Podcast | Episode 21 - Steve Nasca 38:50

1M ago38:50

38:50

In this episode, Nick Anderson sits down with Steve Nasca—OneAccord operating principal and seasoned CEO—to explore servant leadership, culture, and the hard decisions owners avoid. Steve draws on decades of P&L experience (from $30M divisions to running his own businesses) and turnaround work to explain what “doing the work” actually looks like: r…

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The Value Factory Podcast | Episode 20 - Shawn Slattery 52:50

1M ago52:50

52:50

Host Nick Anderson sits down with Shawn Slattery — entrepreneur, former banker, and now CEO and partner at OneAccord — to trace a career that moves from chaos to clarity. Shawn tells the hard parts: childhood trauma, a reckless youth, and the discipline that followed. He explains how learning to “do the work” in banking—reading the agreements, mast…

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4 Reasons Why Your Business Isn't Scaling | Ep. 99 15:57

1M ago15:57

15:57

4 biggest mistakes business owners make when scalingBy Joly Tematio

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The Value Factory Podcast | Episode 19 - Dr. Rob McKenna 1:00:13

2M ago1:00:13

1:00:13

In this episode of The Value Factory Podcast, Nick Anderson sits down with Dr. Rob McKenna—CEO of WiLD Leaders and one of the world’s top voices in leadership development—to explore what it really takes to lead with courage, vulnerability, and resilience. Rob unpacks why the best leaders are those willing to tell the truth, embrace their own blind …

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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand 1:00:20

2M ago1:00:20

1:00:20

Welcome back to The Insurance Dudes! In this episode, we’re joined by Don Wilson, the dynamic founder and owner of Capital Insurance Group. Don’s journey is as compelling as it is inspiring—he went from running retail clothing stores in West Virginia to leading a multi-state insurance agency with the mantra of authentic leadership and relentless pe…

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Aaron J. Reardon: Digital Weirdness 1:00:49

2M ago1:00:49

1:00:49

Mystery writer, podcaster, and indie studio head focused on immersive mysteries - Aaron J. Reardon is here to shine an eerie light on a new entertainment format that actually predates TV but is enjoying a renaissance as podcasts on digital channels. And we're not talking about a cottage industry - oh no. Audio Drama is a massive category of enterta…

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The Value Factory Podcast | Episode 18 - Christopher French 53:14

2M ago53:14

53:14

In this episode of The Value Factory, Christopher French flips the script—interviewing host Nick in a wide-ranging conversation about leadership, resilience, and the hard lessons earned over decades in business. From the importance of executive presence to the looming impact of AI and robotics, Nick shares candid stories from his early career misst…

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7 Things To Remove From Your Sales Funnel Immediately | Ep. 98 23:34

2M ago23:34

23:34

7 Things To Remove From Your Sales Funnel ImmediatelyBy Joly Tematio

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The Value Factory Podcast | Episode 17 - Dr. Gavriel “Gav” Schneider 55:39

2M ago55:39

55:39

In this episode of The Value Factory Podcast, host Nick Anderson welcomes Dr. Gavriel “Gav” Schneider—entrepreneur, martial artist, author of Presilience, and CEO of Risk 2 Solution—for a masterclass in navigating risk, seizing opportunity, and building resilient organizations. Drawing on decades of leadership, security, and behavioral science expe…

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Private Equity Insights and Growth Strategies from Brandon Wolfe 43:45

2M ago43:45

43:45

Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…

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The Value Factory Podcast | Episode 16 - Andrew Ballard 34:02

2M ago34:02

34:02

In this episode of The Value Factory Podcast, Nick Anderson sits down with Andrew Ballard—President of Marketing Solutions and author of Your Opinion Doesn’t Matter—to break down what branding and competitive positioning really mean in today's marketplace. With over 35 years of experience in research-based growth strategy, Andrew explains how busin…

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The Value Factory Podcast | Episode 15 - Richard Brune 46:15

2M ago46:15

46:15

In this episode of The Value Factory Podcast, host Nick Anderson sits down with seasoned OneAccord partner Richard Brune to unpack what it truly means to lead as a peer, not a vendor. With nearly two decades of experience in interim executive roles, Richard shares hard-earned wisdom on building trust inside leadership teams, delivering truth with c…

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How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start 1:10:45

2M ago1:10:45

1:10:45

Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…

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How To Build An Audience Online That Actually Buys Your Stuff | Ep. 97 23:47

2M ago23:47

23:47

How to build an audience that actually buys your stuffBy Joly Tematio

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The Value Factory Podcast | Episode 14 - Matt Moore and Paden Hodges 52:39

2M ago52:39

52:39

In this episode of The Value Factory Podcast, host Nick Anderson sits down with Matt Moore and Paden Hodges, the founders of Elevate, a Christian men’s community built on faith, fitness, and brotherhood. They share how Elevate has grown from a 20-man group chat into a 200+ member international movement with regional leaders, life-changing events, a…

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The Value Factory Podcast | Episode 13 - Bob Nowak 39:22

2M ago39:22

39:22

In this deeply personal and financially strategic episode of The Value Factory Podcast, host Nick Anderson sits down with Bob Nowak of The Partners Group to explore what it really takes for business owners to prepare for life after an exit. From navigating identity loss and legacy planning to the mechanics of wealth diversification, Monte Carlo sim…

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Matt Webster: Get Over Yourself: Sales Chemistry 50:10

2M ago50:10

50:10

This show is all about how to build rapport with your clients – from the first meeting, to the pitch and beyond. My guest for this show is self-confessed risk-taker Matt Webster, whose never-say-die approach to selling makes most people blush. Spoiler alert: It’s all about confidence and observation and in this show, Matt teaches us all how to noti…

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The Value Factory Podcast | Episode 12 - Luke Scorziell 41:29

2M ago41:29

41:29

In this episode of The Value Factory Podcast, host Nick Anderson reconnects with Luke Scorzell, brand strategist and founder, to explore how organizations navigate identity during seasons of leadership transition and evolution. They reflect on their past collaboration building a values-based leadership course and dig deep into the work of brand cla…

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The Value Factory Podcast | Episode 11 - Alicia Parr 34:50

3M ago34:50

34:50

In this episode of The Value Factory Podcast, host Nick Anderson sits down with Alicia Parr, founder and CEO of Performentor, to explore how strategic HR unlocks growth in founder-led and scaling businesses. They discuss how operational clarity, cultural alignment, and intentional structure turn “people problems” into powerful sources of trust, acc…

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The Value Factory Podcast | Episode 10 - Mitch Moore 1:45:00

3M ago1:45:00

1:45:00

In this episode of The Value Factory Podcast, host Nick Anderson engages in an honest, mentorship-driven conversation with financial advisor Mitch Moore, co-founder of Strong Wealth. They explore what it takes to build trust with ultra-high-net-worth clients, how faith and values shape business relationships, and why character and competence are th…

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Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook 54:10

3M ago54:10

54:10

Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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Rachel Konrad: The Succession Sessions 1:00:54

3M 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…

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

3M 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…

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

3M 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…

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

3M 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…

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

4M 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…

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

4M 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…

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

4M 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”…

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

4M 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…