Best High Value Client Acquisition Podcasts (2025)

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Why You ShouId Go AII-In On Paid Ads Right Now | Ep. 100 27:35

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1d ago27:35

27:35

Stop treating your advertising budget like an expense and start building a revenue-generating asset. In this episode, I break down why most entrepreneurs stay stuck at the same revenue level for years – despite having profitable campaigns that should be scaling exponentially. If you got value from this episode, leave us a review and share this with…

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The Value Factory Podcast | Episode 39 - John Martinka 49:52

3d ago49:52

49:52

On this episode of The Value Factory Podcast, Nick Anderson and John Martinka of Nokomis Advisors dive deep into growth by acquisition—when it works, when it doesn’t, and what it really takes to make it pay off. They unpack why some owners chase “boring business” deals with no cash down and lose, while others scale smart through strategic buys, int…

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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart 51:40

4d ago51:40

51:40

Mark Flockhart, founder of Valor Insurance Group, shares his journey from exploring different roles in the insurance industry to building one of the most trusted independent agencies. He dives into how he combined his experience in sales, content creation, and training to create a system that helps clients and agents thrive. In this episode, Mark t…

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AI Won’t Kill Your Firm, But This Mistake Will - With Justin White 32:27

7d ago32:27

32:27

Most accountants aren't losing to AI, they're losing to their own bad systems. In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades business owner who’s now built a fast-growing remote firm on precision, responsiveness, and no-BS service. He shares: What actually builds trust and wins clients in 2025 Why most …

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The Value Factory Podcast | Episode 38 - Harrison Schenck 43:56

6d ago43:56

43:56

On this episode of The Value Factory Podcast, Nick Anderson sits down with Harrison Schenck—entrepreneur, consultant, and founder of Clients Through Social (CTS) Incubator—to talk about the hard truth behind leaving your W-2 for independent consulting. Harrison shares how a layoff and a missed moment with his son pushed him to build a million-follo…

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Aaron J Reardon: Digital Weirdness Halloween Video special 53:33

9d ago53:33

53:33

A totally new interview with audio drama expert Aaron J Reardon, recorded in time for Halloween - on video. And if that's not weird enough.. In this show, we discuss the massive growth of the audio drama genre. How creative effort beats budgets every time. Aaron's two biggest hits Plant Murder and Selene have already won awards for innovation and p…

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The Value Factory Podcast | Episode 37 - Chris Stitt 36:55

10d ago36:55

36:55

On this episode of The Value Factory Podcast, Andrew Ballard talks with author and former U.S. Diplomatic Security Service special agent Chris Stitt, founder of CrisisLead LLC and author of Scaling Pyramids: Leadership Lessons from a Mid-Level Bureaucrat. Chris unpacks how structure, process, and leadership intersect—why managing programs isn’t the…

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The Empathetic Conversation With Dr. Nicole Price 56:37

11d ago56:37

56:37

Discover the real power with the impact of empathy with Dr. Nicole Price. Nicole is an amazing speaker incorporating her skills into human connections and eliminating the missing parts required to strengthen sales, relationships or leadership. Her Book “Spark the Heart: Engineering Empathy in Organization” has great lessons to understand the meanin…

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The $3M IRS Fix You’ll Never Hear About on TikTok - With Brandon Adjei 33:11

14d ago33:11

33:11

Lost your office, denied by FEMA, and broke? Here’s how Brandon Adjei bounced back and saved his clients over $3 million in the process. In this episode, Brandon shares how Hurricane Harvey nearly wiped out his firm and how pro bono work with the IRS transformed his business forever. What we cover: • How one client’s $1.3M IRS bill became just $150…

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The Value Factory Podcast | Episode 36 - Wade Sugiyama 1:14:27

14d ago1:14:27

1:14:27

On this episode of The Value Factory Podcast, Nick Anderson sits down with Wade Sugiyama—StoryBrand Certified Guide, marketing strategist, and founder of Guide the Hero Consulting—to unpack how storytelling transforms business. Wade shares how the “hero versus guide” mindset shift reshapes marketing, leadership, and brand messaging in an age where …

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How Susana Gibb Combined Creativity with Insurance 1:07:23

15d ago1:07:23

1:07:23

In this episode, we explore the remarkable journey of Susana Gibb, who transitioned from a theater major and professional actress to a thriving insurance entrepreneur. Susana's story demonstrates how creativity and entrepreneurship can flourish together, from performing on stage to running her own agency. Susana discusses how her acting background …

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The Value Factory Podcast | Episode 35 - Steve Nasca 27:13

18d ago27:13

27:13

On this episode of The Value Factory Podcast, host Andrew Ballard talks with Steve Nasca, Principal at OneAccord and seasoned CEO, about what happens when a company outgrows its founder. Steve breaks down the “Founder’s Dilemma”—the moment when a craftsperson’s talent builds a business that exceeds their capacity to lead it. Drawing from 25+ years …

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Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby 32:05

21d ago32:05

32:05

You’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach? Kevin Appleby, COO of GrowCFO and mentor to hundreds of finance leaders, reveals: • The 3 invisible blockers keeping smart finance pros from stepping up • Why “imposter syndrome” shows up right after your promotion • What most people get completely w…

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The Value Factory Podcast | Episode 34 - JR Covey 58:37

21d ago58:37

58:37

On this episode of The Value Factory Podcast, Nick Anderson welcomes JR Covey—OneAccord consultant and creator of Narrative Powered Success—to unpack how the stories we tell ourselves shape our lives, our sales, and our leadership. With roots in neuroscience and behavioral psychology, JR breaks down how fear, motivation, and mindset intersect to dr…

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The Value Factory Podcast | Episode 33 - Pamela Mattson 28:30

25d ago28:30

28:30

On this episode of The Value Factory Podcast, Nick Anderson sits down with Dr. Pamela Mattson—executive coach, culture strategist, and thought leader on leadership in the age of AI. Pamela helps organizations close the gap between who they say they are and who they truly are, unpacking what it means to lead when intelligence itself is now shared be…

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Untold Power of Insurance with Andrew Engler 1:07:23

25d ago1:07:23

1:07:23

In this episode we have Andrew Engler, the Co-founder and CEO of Kettle who has built groundbreaking strategies that combine insurance, technology, and real-world mitigation to lower premiums, reduce risk, and protect communities. This conversation is bold, refreshing, and packed with insights that could redefine how we approach risk in the modern …

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You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert 31:41

28d ago31:41

31:41

“Are you a real CFO?” That’s the question clients are now asking, because not all “fractional CFOs” are created equal. In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down: • Why “bookkeeper to CFO in 90 days” is hurting the industry • The 4 levels of business conversations and why most pros are stu…

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The Value Factory Podcast | Episode 32 - Chris Keody 28:56

1M ago28:56

28:56

On this episode of The Value Factory Podcast, Nick Anderson sits down with OneAccord consultant Chris Keody to talk about the grind, the heart, and the discipline behind building a small business that lasts. From film school dreams and sushi-bar chaos to helping founders scale sustainably, Chris shares what he’s learned about patience, process, and…

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The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake 39:32

1M ago39:32

39:32

$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy. In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook. You’ll learn: • Why mortgages are one of the worst financial tools • How W-2 earner…

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

1M 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

1M 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

1M 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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Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer 25:57

1M ago25:57

25:57

She sold her firm for 7 figures with just 56 clients. Here's how she did it. Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge. In this episode, she breaks down: • The ROI method that turns tax advice into a 5-figure service • How to quote tax planning with confi…

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

2M 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

2M 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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Stop Building a Business That Steals Your Freedom - Jaime Rodriguez 30:59

2M ago30:59

30:59

He scheduled his wedding around payroll. That’s when he knew something had to change. Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares the real lessons that most freelancers and early-stage business owners miss: • The two personality types that sabotage th…

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

2M 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

2M 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

2M 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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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe 34:25

2M ago34:25

34:25

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind. In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to: • Attract better-fit clients (and actually land them) • Add capacity without burning out staff • Win …

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

2M 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

2M 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

2M 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

2M 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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Why Profit Isn’t Enough And What Most Founders Get Dead Wrong - With Daniel Dickeson 41:37

2M ago41:37

41:37

Working 7 days a week. No vacations. $36K a year. Then a CFO stepped in and changed everything. In this episode, Daniel Dickeson, founder of Atlas CFO Solutions, breaks down how he turned a struggling salon into a 6-figure business without scaling chaos or hustle culture. You’ll learn: Why cash flow beats profit, every time How to spot silent kille…

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

2M 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

2M 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

2M 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

2M 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 One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein 36:56

2M ago36:56

36:56

Scaling doesn’t kill companies, confusion does. And most founders are flying blind. In this episode, Jack Weinstein, fractional CFO and former Fox exec, shares what he’s learned advising 50+ entrepreneurs, from zero to $25M in revenue: • The hiring trap that derails scaling teams • What financial firepower really means (and why most businesses don’…

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

2M 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 Productivity Gap You Can’t See (Until It’s Too Late) - With Rhamy Alejeal 42:50

3M ago42:50

42:50

Losing one hire can cost you 4+ months of productivity and most founders never see it coming. In this episode, Rhamy Alejeal, CEO of People Processes, breaks down the blind spots killing your team's efficiency and what elite companies do differently: • Why your onboarding is leaking revenue • The math behind a single bad offboarding • How to design…

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

3M 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

3M 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

3M 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

3M 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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The Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan 33:38

3M ago33:38

33:38

You're making money. So why are you always chasing cash? Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to stay cash-rich and debt-free. In this episode: • Why 90% of businesses don't have 3 months of cash on hand • How growing fast nearly bankrupted him • The money rule that separates the …

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

3M 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

3M 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

3M ago23:34

23:34

7 Things To Remove From Your Sales Funnel ImmediatelyBy Joly Tematio