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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won ...
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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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SpeakerTunity Speaker Relations & Business Development Director and Six-Figure Speaker Spotlight podcast host, Kelley O'Hara is an expert in helping entrepreneurs, business leaders, coaches, speakers, authors, and messengers connect with their target audience and find more speaking opportunities to grow their business and build their personal brand. Kelley mentors established and emerging speakers to leverage SpeakerTunity's resources to increase their visibility and reach more stages. She i ...
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The Ops Authority

Natalie Gingrich

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You can’t ignore the back-end pieces that have to work together and flow smoothly in order to build a brand, grow a movement or disrupt an industry. If the operations side of your business is a mess, putting out fires will always take priority… leaving no room for creative innovation, fun visibility or networking with powerhouse peers (or wannabe peers). If you’re soaking up what I’m spilling and are getting a little excited about operations, I invite you to listen to The Ops Authority podca ...
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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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Are you an online expert or digital entrepreneur struggling to scale your business? Does it feel like you're constantly pouring money into ads without seeing the explosive growth you've been promised? You're not alone. In today's crowded digital landscape, standing out and turning ad spend into profitable revenue can seem like an impossible task. The harsh reality is that most online businesses fail to crack the code of effective advertising. They waste countless hours and dollars on poorly ...
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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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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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Steve Hamoen and Anita Woodward discuss the differences between entrepreneurs and business owners, focusing on balancing tasks and overcoming the common issue of being perpetually busy. They explore the Pareto principle's role in task management and delve into effective delegation, emphasizing the importance of building systems and measuring succes…
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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…
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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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Steve Hamoen and Shaneka Shaw Taylor into the legal enforceability of contracts, emphasizing proactive measures for business preparedness. They discuss the roles of key contract players and the importance of clear payment clauses. The conversation covers the nuances of contract language, settlement options versus trials, and post-judgment collectio…
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Your host, Kelley O'Hara, talks with the CEO of The Legal Podcast Network, Dennis Meador. Dennis discusses how podcasting is revolutionizing marketing for legal professionals, moving beyond traditional methods to boost authority and client engagement. Dennis shares insights from his entrepreneurial journey, lessons on partnerships, and the importan…
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Steve Hamoen and Veena Jetti delve into multifamily investments, discussing Steve's insights on small investments and capital raising along with Veena's journey as an immigrant. They address burnout, balancing life as a single parent, and the power of support networks. Ethical investing, raising grounded children, and the concept of leverage in bus…
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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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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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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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This isn't just another Q&A episode; it's an inside look at how high-performing operators think through challenges and shape smarter, more intentional business models. I'm joined by Lynette Robinson for this special Ops Edition of The Ops Authority Podcast, where we answer real, nuanced questions from our community. We cover VIP day structures, new…
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Your host, Kelley O'Hara, talks with the Author and Powerhouse Speaker, Kenneth Kunken. Kenneth shares his inspiring journey of resilience after a paralyzing college football injury. Kenneth discusses overcoming adversity, earning multiple degrees, and becoming the first quadriplegic to graduate from Cornell University. He reflects on the crucial s…
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Steve Hamoen and Petar Krastev discuss the role of precision in training and its impact on business. They share stories from sports, emphasizing habits and discipline in fitness for entrepreneurs. The episode explores integrating fitness into daily life, the allure of Brazilian jiu-jitsu, and peak performance. They highlight the link between health…
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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…
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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 …
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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…
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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…
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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 …
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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 …
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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…
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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…
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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…
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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 …
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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…
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Steve Hamoen and Chaz Tedesco delve into the world of phone sales, discussing effective strategies to overcome call hesitation and leverage phone technology. They emphasize the importance of motivation, massive action, and comprehensive training, including product and competitor knowledge, in achieving sales success. The conversation addresses hand…
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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…
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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…
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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…
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Join Steve Hamoen and Michael Matthew as they explore real estate investment strategies, highlighting the balance between action and planning. They discuss Michael's book and the triple c structure for Canadian investors, touching on tax credits, FAPI, and recent legislative changes. Topics include rent control, development challenges, and the bene…
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Your host, Kelley O'Hara, talks with the Chief Marketing Advisor of Far Beyond Marketing, Amber Gaige. Amber shares her journey, from her early entrepreneurial endeavors to her current role at the agency. She emphasizes the importance of a solid marketing plan, clear communication, consistent branding, understanding customer demographics, and effec…
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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…
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In this episode, Steve Hamoen is joined by Mitchell Levy to explore the importance of credibility and authentic communication in leadership. They discuss the role of trustworthiness and how AI can enhance human interaction. The conversation highlights the use of podcasts for building credibility and emphasizes clarity in communication using Mitchel…
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Ready to sharpen your operational strategy and finally simplify the way you work? In this Ops Edition episode, I’m joined by Lynette Robinson to tackle questions that every service-based operator faces at some point. We’re breaking down exactly where to share your visual process during the client journey, whether or not summits are truly worth your…
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Steve Hamoen and Leighton Campbell explore the intricacies of happiness, contrasting lasting fulfillment with fleeting pleasure. They discuss gratitude, overcoming adversity, and key happiness pillars like family memories. The episode addresses challenges in transitioning from service roles and finding purpose post-retirement. Leighton Campbell sha…
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Your host, Kelley O'Hara, talks with the Author of Soft Skills Tech, Evgeniy Kharam. Evgeniy shares his journey in cybersecurity and the challenges of communicating complex technical concepts. He highlights the significance of soft skills like empathy, curiosity, and active listening in effective communication. Evgeniy discusses techniques for mana…
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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…
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Steve Hamoen and Matin Haghkar into Matin's real estate journey, emphasizing the importance of building confidence and overcoming adversity. They discuss navigating challenges and opportunities during COVID, mastering confidence, motivation, and discipline in sales, and the evolution of Matin's career with a focus on mindset. The conversation highl…
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Your host, Kelley O'Hara, talks with the Founder of Tree and Leaf Partners, Andrew Galpin. Andrew discusses his unique approach to entrepreneurship, emphasizing the preservation of a company's original vision and values over profit. He shares insights from his diverse career, including experiences in web design, consulting, and theological training…
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Steve Hamoen and Ali Nazarian address common mistakes developers make in multifamily property development, emphasizing the importance of careful planning and execution. They discuss eco-friendly building practices, highlighting government incentives and retrofit processes for energy efficiency. The episode explores electrification and the economics…
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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…
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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…
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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…
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In this episode, Steve Hamoen and Richard Walsh discuss the importance of action-oriented mindsets. They share strategies for boosting efficiency through automation, delegation, and elimination, distinguishing between delegation and abdication while emphasizing employee recognition. The conversation covers building a disciplined and determined work…
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Inside this episode of The Ops Authority Podcast, I’m diving into two of the real-time obstacles for operators inside our alumni coaching program. These are operators who are actively working in other people’s businesses, and they’re facing challenges you may be navigating too. I walk you through how I’m coaching them, including how to overcome imp…
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In this episode, Steve Hamoen and Mitch Carlson delve into the parallels between martial arts and business success. Mitch discusses his journey, highlighting the importance of systems, coaching plans, and credibility. They explore how marketability and charisma impact fighters' careers and draw lessons from the rise and fall of prominent fighters. …
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Your host, Kelley O'Hara, talks with the Founder of Build My Team, Dr. Michael Neal. Michael shares his journey of overcoming high turnover in his practice and the pitfalls of traditional resume-based hiring. He emphasizes the importance of hiring based on mindset and potential rather than just experience. Dr. Neil discusses how he developed a more…
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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 …
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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…
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