Amanda Yaniz, Director of Marketing and Kelsey Ramsey, Director of digital strategies discuss all aspects of being an independent insurance agent other than writing insurance policies. This means we will cover topics about digital strategies, sales, marketing, agency management, agency growth strategies, and so much more.
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Insurance Agency Management Podcasts
Insurance Talk Texas is the go-to podcast for anyone looking to understand the ever-changing world of insurance across the Lone Star State. Hosted in partnership with AR Schell & Son Agency—Collin County's oldest independent insurance agency, serving Texans since 1930—this show brings expert insights, practical advice, and real-world stories to help individuals, families, and businesses make informed insurance decisions. Each episode breaks down complex topics like auto, home, business, and ...
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The largest insurtech podcast going on 700+ episodes. This is not your grandpa's insurance industry!
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The weekly Insurance Coffee House Podcast series is the place where you’ll be inspired by some of the most successful insurance business leaders on the planet. With each guest interview, you’ll get to hear and understand the recurring patterns and traits that make Insurance Business Leaders successful. Covering non-negotiables, leadership tips and how they overcame their largest setbacks, they’ll give a personal insight in to what it takes to be a successful insurance business leader. This p ...
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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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Beyond Four Walls delves into the dynamic world of block management in the UK, navigating the complexities of the sector, unravelling key topics, and shedding light on vital issues affecting communities and property managers. There will be conversations with experts, industry leaders, and passionate individuals talking about everything from insurance to inclusivity.
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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they a ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Key Wealth Matters, a podcast series hosted by the experts of the Key Wealth Institute, explores the biggest news of today to determine how these headlines can impact wealth plans, financial strategies, markets, and investments. Join our team of advisors for unbiased, proactive advice about individual and family finances, estate and legacy planning, family dynamics, investing, as well as trends for business owners, nonprofits, and institutions. To submit potential topics or questions to our ...
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Welcome to the Insurance Agency Success Podcast — the go-to show for independent insurance agency owners who want to grow their business, streamline operations, and create a business they actually enjoy. Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out. Eddie got his start in insurance ...
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Insurance Agents Talk Shop
Doug Coombs, Executive Vice President, Chief Marketing Officer, SIAA
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Lively discussions with insurance agents and other insurance professionals regarding issues of the day, challenges experienced, successes enjoyed, innovations explored, and more. Join us to gain insights – unless you already have “all the answers”. Hosted by Doug Coombs, Chief Marketing Officer for SIAA – the largest network of independent insurance agencies in the United States.
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Legal Files has been in this business for 30+ years and knows what it takes for you to be successful. Government agencies, corporations, universities and insurance companies rely upon Legal Files to successfully organize workflows and manage operations. From centralizing and organizing your contacts, documents, emails, calendars, etc. to seamlessly integrating with Microsoft Outlook, Legal Files offers the latest technology to help you get the job done more efficiently and more efficiently. ...
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Agenzee Agents of Change Insurtech Podcast
Agenzee, Insurance Licensing and Appointment Management Made Easy
03
Explore the latest trends, tips, and tools in insurance and Insurtech designed to empower modern insurance professionals. Discover how to grow your business, elevate your department, or advance your career. Learn more about Agenzee at http://www.agenzee.com.
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Welcome to Buttoned Up, the show that is full of pro insights and wisdom to button up your agency, team, and family life. On this shared journey, Daniel Seong will explore specific and real-world subjects, so you and he can gain practical and actionable tips to navigate our careers better. Daniel's goal is to inspire and fuel you by tailoring a fabric of knowledge, passion, and fun, creating some memorable moments that will leave an everlasting impact on your life.
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Way back in 1991, Eddie Price, an entrepreneur by nature, started his own insurance agency, Carolina Insurance, in the small town of Forest City, NC. As the agency grew, Eddie realized that if he was going to continue to grow and service customers the way they deserved to be serviced, he would need to move from the world of paper to the world of technology. He would probably need an agency management system. He decided what he wanted in a system and off he went . . . exploring all the system ...
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On The Brand Manual, two creative agency owners sit down with people who make brand-identity and marketing decisions for companies every day. They pop the hood to find out how these successful businesses are getting the most horsepower for their message and vision for where they’re heading. For fans of “How I Built This”
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Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our websi ...
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In the SuccessionFit podcast, financial advisor and 4th degree black belt Tom Hine, CFP®, CFS, MBA, explores the world of succession and continuity planning through the lens of health, wellness, and eastern philosophy. This podcast is for advisors and small business owners moving on to the next stage of their business careers, whether that is exit planning or growth strategies. Drawing on his experience of buying seven wealth management firms and doing due diligence on more than a hundred ot ...
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Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or i ...
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Darren Cabral is a Canadian entrepreneur and the CEO of digital marketing agency Suits Social Inc. His personal goal is to reach 100-Million people and help them drive attention to their ideas and their business, and build the life they deserve in the process. It’s his belief that the biggest threat to your success is obscurity. No matter how great your idea, your vision, and your intentions, you can’t help anyone if nobody knows you exist. That’s why you need a blueprint to success. Join Da ...
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On the Leeds Business podcast I chat to inspiring, fascinating and super-impressive Leeds Business Owners, lifting the lid on their own unique personal business journeys; the ups, the downs, the successes and the failures and their own secret sauce. We also get a unique ‘how to…’ from each guest, to assist you on your own business journey. In addition we speak the city’s movers and shakers, and specialists on everything business related. I’m speaking to Founders who have sold their business ...
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Alex Rodov, Founder at Emtech Group - PIR Ep. 776
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Tony chats with Alex Rodov, Founder at Emtech Group, a widely recognized pioneer in software QA testing. We talk about why software QA testing is now a huge deal in the era of developers using AI to create code, and how Emtech can help. Alex Rodov: https://www.linkedin.com/in/alexrodov/ Emtech: https://emtechgroup.com/…
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The True Cost of Being Underinsured with Eric Brown
44:16
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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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Niche Markets and Community Engagement: Keys to Scaling Your Insurance Agency | EP 10
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Building an insurance agency from the ground up is a journey marked by continuous learning, adaptability, and prioritizing authentic relationships within both the agency and the wider community. Jarette Sampson of Dial Insurance in North Carolina shares his path from starting as a newcomer to becoming a highly respected agency with enduring staff a…
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Retirement Sabotage: The Mistakes That Add Up
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26:27
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Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement, and how to make sure it doesn't happen to you. Tune in to learn how small, proactive planning choices can protect confidence, income, and peace of m…
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Special Announcement: 3 Insights Every Investor Needs to Help Secure Their Financial Future
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Brian Skrobonja closes out the year with a milestone episode that marks the final episode of 2025 and the conclusion of this version of the show. He shares the gratitude he feels for the listeners who have supported the mission, the team whose work brought each idea to life, and the recognition the podcast received from Forbes as one of the top sho…
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Content Strategies for Insurance Agencies & Brokers Using Zywave's Content Cloud - PiR Ep. 775
32:27
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For insurance agents and brokers, being a trusted advisor is the holy grail of professionalism. When your clients rely on you for advice, you are creating value for them beyond the insurance policy. Becoming a trusted advisor means that you are bringing wisdom and advice, and that it is thoughtful, precise, and predominantly accurate. Over time, yo…
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Modern Insurance Agencies: Growth, Culture & Leadership with Kelly Donahue
41:31
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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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Texas Insurance Topics to Consider in 2026 | SchellInsurance.com
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Call Schell Insurance at (972) 423-4546 for a personalized quote or visit https://schellinsurance.com to learn more about their comprehensive insurance solutions Texas insurance is changing dramatically in 2026, and this episode covers everything you need to know about health insurance premium spikes, auto insurance crossing the $3,000 threshold, h…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
17:33
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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Evgeny Alexandrov, Founder and CEO at Pilotbird - PIR Ep. 774
42:44
42:44
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Tony chats with Evgeny Alexandrov, Founder and CEO at Pilotbird, a lifestyle analytics company that analyzes social data points focused on helping evaluate claims for the US market. A fascinating episode you shouldn't miss! Evegny Alexandrov: https://www.linkedin.com/in/evgeny-aleksandrov/ Pilotbird: https://www.pilotbird.com/ Video Version: https:…
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Redefining Wildfire Insurance: AI, MGA Solutions & Protecting At-Risk
28:32
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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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Region-Specific Insurance Concerns Across Texas | SchellInsurance.com
7:56
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Call Schell Insurance at (972) 423-4546 for a personalized quote or visit https://schellinsurance.com to learn more about their comprehensive insurance solutions Texas insurance challenges vary dramatically by region. What you need in Houston is completely different from Dallas-Fort Worth, the Permian Basin, or coastal areas. This episode breaks do…
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The Strategic Website: How Blogs Build Trust and Landing Pages Drive Action | Ep. 40
18:30
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Many independent insurance agency websites exist, but very few actually work. In this solo episode, Amanda Yaniz breaks down one of the most common sources of confusion in agency marketing: the difference between blogs and landing pages, and why each plays a critical role in long term growth. This conversation focuses on how blogs build trust, supp…
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Taking Out the Financial Trash in Your Retirement Plan
26:26
26:26
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As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and how to start the process of cleaning it up. What financial clutter should you clean up before retiring? If you want a clearer, more confident path in…
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Staff Training, Retention Tips, and Expansion Strategies to Grow a Multi-Location Agency | EP 9
39:29
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Starting with a single insurance agency and expanding to seven locations and 21 team members, Lee Pridgeon of AllCare Insurance emphasizes the importance of meeting staff where they are, offering flexibility, and putting team member success at the center of the business model. She shares how acquisitions helped her grow faster, which metrics she tr…
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2025 was a year full of surprises for investors—from soaring tariffs to AI-driven market swings and more. In this episode, WHZ Senior Partner & Chief Strategist Jim Zahansky breaks down the biggest financial moments of 2025, the lessons every investor should take into the new year, and why discipline and diversification mattered more than ever. Don…
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Are You Prepared for the Evolution of Retirement? - Replay
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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Diane Delaney, Executive Director at PRMA - PIR Ep. 773
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Tony chats with Diane Delaney, Executive Director at PRMA, the Private Risk Management Association, the non-profit association built to bring together the high net worth insurance community. This is a fast growing and fascinating area of insurance and the PRMA serves it in many ways from education, to conferences, to advocacy, and more. A great epi…
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Oneeka Clark | Centrick | Defining success through motherhood and raising property management standards
28:39
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In this episode of Beyond Four Walls, I’m joined by Oneeka Clark for a really open, down-to-earth conversation about her journey into property management and how her view of success has changed over time. Like so many people in the sector, Oneeka didn’t set out with a grand plan to work in property — it’s something she found her way into, learned o…
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Fed Fractures & Holiday Futures: The 2025 Market Wrap
26:09
26:09
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In this week's episode, our experts discuss recent market activity, economic data delays due to the recent government shutdown, and the Federal Reserve’s latest rate cut. The Fed’s decision was marked by rare dissent, reflecting uncertainty about inflation and future policy direction, with only one rate cut projected for 2026. We analyze the implic…
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The Power of Presence in Insurance Claims with Galen Hair
31:17
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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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Texas Business Insurance: Workers Comp, Coverage Gaps & What Every TX Business Owner Must Know in 2025
8:15
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Call Schell Insurance at (972) 423-4546 for a personalized quote or visit https://schellinsurance.com to learn more about their comprehensive insurance solutions Running a business in Texas comes with unique insurance challenges that don't exist in any other state. This comprehensive guide breaks down the critical issues every Texas business owner …
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Yandy Plasencia, CEO & Founder at DataHaven - PIR Ep. 772
38:43
38:43
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Tony chats with Yandy Plasencia, CEO & Founder at DataHaven. This is an update episode, Yandy was on the show in Ep. 675. DataHaven is a core infrastructure company solving the foundational data problem. Their core focus is on making sure there are no data silo and data is available where it is needed to make the best decisions. This episode is abo…
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.com
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The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
19:01
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn't eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Asaf Lifshitz, Co-Founder & CEO and Upasana Immo, COO at Sayata - PIR Ep. 771
44:00
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Tony chats with Asaf Lifshitz, Co-Founder & CEO and Upasana Unni, COO at Sayata, an AI enabled markeplace for small commercial insurance that started in Cyber and then expanded. They recently got acquired and learned a LOT through that process, which is what the big focus of this conversation is about. Asaf Lifshitz: https://www.linkedin.com/in/asa…
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Tony chats with John Stammen, CEO at Convr, they are an underwriting workbench for Commercial P&C insurers, brokers, and MGAs of all sizes. John Stammen: https://www.linkedin.com/in/johnstammen/ Convr: https://convr.com/ Video Version: https://youtu.be/yOR3hbvBRNY This episode of Profiles in Risk is sponsored by Zywave. Whether an insurer, agent, o…
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Elliott Adair | Politics & Block Management
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In this episode of Beyond Four Walls, Jodie sits down with Elliott Adair — property entrepreneur, business leader, and hands-on operator in the leasehold and asset management space. Elliott has worn multiple hats across his career: founder, director, problem-solver, and trusted partner to those responsible for protecting their buildings and communi…
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AI‑n’t a Bubble (Yet): Winners, Losers, and the H1:2026 Equity Sprint
24:20
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On this week’s episode, a busy week of mixed economic signals—initial jobless claims hit a very low 191,000 while ADP reported a -32,000 decline in private payrolls—and a split economy where ISM Manufacturing remains in contraction as Services continue to expand. With a delayed September PCE inflation (the Fed’s preferred inflation gauge) arriving …
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Why Agencies Stop Growing And How Real Marketing Fixes It With Andy Neary
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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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Texas Homeowners Insurance CRISIS: What Every Texan Must Know in 2025 | Costs, Coverage Gaps & Solutions
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Call Schell Insurance at (972) 423-4546 for a personalized quote or visit https://schellinsurance.com to learn more about their comprehensive insurance solutions Texas homeowners are facing an unprecedented insurance crisis. With premiums up 54% since 2019 and four major insurers leaving the state in 2024, understanding your homeowners insurance ha…
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Safeguard Your Legacy: Avoiding Common Errors in Estate Planning
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It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your …
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Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA - PIR Ep. 769
19:36
19:36
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Tony chats with Debbie Brackeen, EVP Chief Innovation Officer & Corp. Development Officer at CSAA about their approach to innovation, how a 100 year old insurance company can truly innovate, and more. A very interesting conversation you shouldn't miss! Debbie Brackeen: https://www.linkedin.com/in/debra-brackeen/ CSAA: https://csaa-insurance.aaa.com…
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Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
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While Giving Tuesday serves as a wonderful reminder to support meaningful causes, strategic charitable giving shouldn't be limited to one day, or even one season. Of course, need is present all year long. And with significant tax law changes taking effect in 2026 and evolving opportunities for tax-efficient philanthropy, now is the perfect time to …
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Investing with Guardrails: The Rise of Defined Outcome ETFs and Structured Income Notes
41:35
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Brian Skrobonja sits down with Phon Vilayoune to unpack buffered ETFs and income notes. Phon is the Founder and CEO of VETA Investment Partners, where they currently oversee over $5.5 billion in assets. They discuss the benefits of positioning your portfolio for growth and safety, how to protect your nest egg in volatile markets, and practical stra…
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Rose Hancock, VP of Product Management at Zywave - PIR Ep. 768
34:08
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Tony chats with Rose Hancock, VP of Product Management at Zywave, a leading software provider helping insurance agents, brokers, carriers, and service providers, really provide that service multiplier. From product creation, to distribution, to client services, they can help in every step of the insurance distribution process. Rose Hancock: https:/…
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S6 EP06: Data, Consumer Protection & Growth in Life Insurance - Amanda Yoho, President, Proformex
25:49
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On this episode of the Insurance Coffee House, Nick Hoadley sits down with Amanda Yoho, President of Proformex, the life insurance and annuity technology platform based in Cleveland, Ohio. Amanda joined Proformex in January 2020 to build the company’s data and analytics capability, before stepping into the President role in November 2024. With a ba…
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Duncan Foster | B-Hive Block Management Partners | Building Better Partnerships
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In this episode of Beyond Four Walls, Jodie sits down with Duncan Foster — a familiar name in the block and estate management world, and someone with more than thirty years of lived experience in the sector. Duncan’s journey started long before titles and job roles. He built his own successful block management business, sold it to HML in 2014, and …
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Real Talk on Success, Mindset & Content With Dan Garzella
1:05:18
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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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The New Things to Know About Building Generational Wealth
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Building generational wealth has evolved dramatically in 2025, with new strategies, technologies, and generational shifts fundamentally changing how families approach long-term financial planning. WHZ Senior Partner & Chief Investment Officer Laurence Hale, AAMS® CRPS® explains. - Subscribe to the You and Your Money podcast - Follow us on Facebook,…
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In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Thr…
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S6 EP05: People, Culture & High Performance at MS Reinsurance - Antonia Hold CHRO at MS Reinsurance
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On this episode of the Insurance Coffee House, Nick Hoadley sits down with Antonia Hold, CHRO at MS Reinsurance who joined in April 2021. Based in Zurich, Antonia leads the company’s global people strategy, with a focus on hiring the right talent, supporting their growth, and creating an environment where people want to stay and do their best work.…
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Jenny O'Doherty | When The Lights Went Out | Surviving Surgical Menopause and Beyond
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Trigger Warning: This episode includes discussion of suicidal thoughts. Please listen with care. Episode Overview In this powerful and deeply personal episode of Beyond Four Walls, Jodie Fraser speaks with Jenny O’Doherty, founder of Menopause Life by Jen and former property management professional. Jenny shares her experience of entering surgical …
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Economic Crosswinds and Fed Uncertainty: Positioning for 2026
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With the historic government shutdown behind us, we dig back into key economic data captured over the duration of the shutdown: highlights include a modest improvement in housing activity, favorable labor market indicators despite data being somewhat stale, and mixed signals from the Federal Reserve amid uncertainty over December rate cuts. Equity …
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Mastering Sales, Technology & Business Success with Michelle O’Connor
1:06:16
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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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2025 Year-End Insurance Review: Texas Homeowners & Drivers MUST Do This Before December 31st
9:33
9:33
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Call Schell Insurance at (972) 423-4546 for a personalized quote or visit https://schellinsurance.com to learn more about their comprehensive insurance solutions. As 2025 comes to a close, Texas homeowners and drivers face an unprecedented insurance crisis that demands immediate attention. With home insurance premiums skyrocketing 21% in 2023 and a…
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How Money Works: Planning, Fables, and Real-Life Finance
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23:34
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23:34
The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hidden beliefs influence the way people plan. The team also tackles listener questions and offers smart portfolio strategies to balance risk and reward a…
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Doing Business How Customers Want:125% Revenue Growth as an Independent Insurance Agency | EP 8
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Thinking about how to grow your insurance agency for long-term success, without sacrificing happiness or work-life balance? In this episode, Eddie Price sits down with Keith Kiser to share real lessons from decades in the business. Here's what you'll learn: How Keith Kiser transitioned from a family-run, captive agency to thriving as an independent…
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Untangling Headlines from Reality When Making Financial Decisions
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14:24
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In a world filled with alarming headlines, market swings, and nonstop economic commentary, how can you stay financially grounded? In this episode of You and Your Money, WHZ Senior Partner and Chief Investment Officer Laurence Hale joins host Gary to break down how to separate media noise from meaningful financial insight. From the ongoing governmen…
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