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The Insurance Dudes©

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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Weekly
 
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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The Best SEO Podcast: Defining the Future of Search with LLM Visibility™ With over 5 million downloads, The Best SEO Podcast has been the go-to show for digital marketers, business owners, and entrepreneurs wanting real-world strategies to grow online. Now, host Matthew Bertram — creator of LLM Visibility™ and the LLM Visibility Stack™, and Lead Strategist at EWR Digital — takes the conversation beyond traditional SEO into the AI era of discoverability. Each week, Matthew dives into the tact ...
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Market Mentors

Matt Dodgson

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If you’re a B2B Tech marketer and looking to level up your skills and advance your career, then you’re in the right place. In each episode you’ll hear from some of the world's best B2B Tech marketers about tactics, tools, case studies, wins, failures, hiring, interviewing and so much more..stay tuned..
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Beauty and the Biz

Catherine Maley, MBA

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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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Actionable business growth strategies you can put to work in your business right now, served up in 3-4 minute episodes. Are you a growth minded business owner, looking for strategies to help your business scale up? Do you find it challenging to make time for learning each week? If so, this is the podcast for you! Hi! I’m Dan Holstein, and since 2010, I’ve coached business owners to scale their businesses profitably and sustainably. In this podcast, I share some of the strategies, tactics, an ...
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The Drip

Brian Landau

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This isn't another C-Suite, "future of the industry" pontification podcast. The Drip talks with the people doing the work. These are strategic and tactical conversations about marketing and communications from professionals with the titles of Manager, Director, and Vice President. We get into how to best pitch the media, create content, and distribute across internal and external channels. You'll hear from the individuals driving brand and employee engagement at the hottest startups and the ...
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👋 Welcome to Default Global, the podcast hosted by Vit, a seasoned expert with over a decade of experience assisting tech companies in building global teams. Join us as we dive into insightful conversations with remote and global-first entrepreneurs, founders of international tech companies, and HR specialists who share their expertise on business expansion, global hiring, and remote work strategies. 🔍 Explore topics crucial for US & EU Entrepreneurs: ✔️International Market Entry, ✔️Global H ...
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"WORKING MEDIA with Rafael Bracero" is the 1st podcast by marketers for marketers in the trenches of creating, running, and tracking breakthrough marketing campaigns at a top practitioner's level. This is not just about what the CMO or C-Suite is up to, but rather about the brand managers, agency account planners, marketing analytics and digital media specialists who work the marketing gears. This podcast is all about how to make YOU a better marketer.
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In this episode, we’re honored to have Nathan Glass, founder of Utopia Risk, to explore the strategies behind making smarter business decisions. Nathan shares his insights on identifying the right people to work with, whether it’s for hiring, partnerships, or long-term collaborations. He dives into how everyday conversations reveal values, why unde…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Ashkan Ghavami, MD, shares his journey from not being wanted in Beverly Hills, to becoming a world-renowned cosmetic surgeon. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your h…
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We explore how an AI-first approach transforms a legacy driving school’s marketing, operations, and hiring while keeping focus on real-world outcomes. The big shift: recruiting becomes the growth engine, and local presence beats AI search for demand. • AI scheduling reduces travel time and increases daily lessons • Local marketing at scale through …
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Tania Hassanzadeh, MD, discusses her journey on leaving employment for autonomy in building her Beverly Hills, California practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm …
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We explore how SEO is evolving into a broader visibility strategy that spans AI overviews, chat tools, and omnichannel marketing. Lindsay Halsey shares client-ready frameworks for education, measurement, and execution that turn complexity into clear next steps. • shift from sessions to visibility and share of voice • client education using visuals …
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Jeffrey Epstein, MD, shares how we found great success after he went all in on hair in his Miami, Florida practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Cathe…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Lisa Marie Wark, MBA, PhD(c), shares pearls from her new book on how to know if your practice culture is holding you back and how to fix it. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alw…
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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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Brie Anderson and Matthew Bertram explore why LLM-sourced traffic often converts better than traditional organic, how to track it cleanly in GA4, and why attribution will always be directional. We share a practical framework for aligning KPIs, separating dashboards from reports, and building a tracking plan that drives real decisions. • LLM referra…
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We dig into how search is shifting from links to answers, why reputation now outranks tactics, and how to position your brand inside LLMs before it’s 10x harder. Ross Barefoot joins Matt to compare notes on pruning, big content, reviews, local, and the reality of client communication. • LLMs as a new gatekeeper layer and why fundamentals still matt…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Brendan Alleyne, MD, who was featured on "National Geographic," shares his journey from performing face transplants to joining a fellowship. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alw…
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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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We unpack why influencer marketing is now essential as social posts feed search and AI, and how micro creators, UGC rights, and repurposing drive real ROI. William Gassner of Stack Influence shares playbooks for seeding, scaling on TikTok Shop, and boosting Amazon rankings with external traffic. • Why Engagement Beats Follower Count • How UGC Lower…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Scott Miller, MD, of La Jolla, California, shares his own experience in writing, publishing and marfketing a consumer book for patients. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always,…
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The digital marketing landscape is transforming dramatically with Google's MUM (Multitask Unified Model) reshaping how search works and forcing marketers to adapt their strategies beyond traditional SEO approaches. • MUM combines text, images, videos, maps and other data types to create a comprehensive understanding of topics • Google's framework h…
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Raja Mohan, MD, discusses what they don't teach you in fellowship and how he learned the business and marketing side of running a practice. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alwa…
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The key to standing out in a world overrun with AI tools and generic marketing is getting back to the fundamentals of emotional targeting and understanding your customers at a deeper level. • Technology changes, but people don't. Emotional triggers still drive all purchasing decisions • Most marketers focus too much on features rather than addressi…
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Discover the 5 Shifts to Attract and Keep More Cosmetic Patients through reviews, referrals and social exposure. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherin…
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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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AI is revolutionizing e-commerce by enabling brands to scale product catalogs and optimize Amazon listings with unprecedented efficiency. Daniela Bolzmann shares how Mindful Goods uses artificial intelligence to transform data analysis, content creation, and split testing for seven and eight-figure brands. • AI allows agencies to support enterprise…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Steven Davison, MD shares his own journey through the hidden costs of building your own surgery center in competitive Washington, DC. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Gaurav Bharti, MD, shares the marketing blueprint for his 11 location surgical and med spa empire that spans across 5 states. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your h…
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SEO veteran Ian Lurie joins Matt Bertram to discuss navigating today's chaotic digital marketing landscape and why traditional metrics are becoming less reliable. They explore how the decline in click data requires a shift to lift-based measurement that correlates visibility improvements with revenue changes rather than traffic alone. • Marketers m…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Doctor Rod Rohrich discusses his unique practice model and what's made him stand out in highly competitive Dallas, Texas. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host,…
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ PCC Tools to Convert More Consults with training, CRM, and incentives that help coordinators boost bookings, surgeries, and revenue growth. Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As alwa…
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Brad Wetherall, former head of Google My Business, reveals insider knowledge about how Google evaluates and ranks business profiles in the evolving search landscape. He shares crucial insights on trust factors, ranking signals, and how AI is reshaping local search strategies. • Google Business Profile (formerly Google My Business) remains critical …
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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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Conversion expert Trevor Levine reveals essential strategies for maximizing results in an era where website traffic has dropped by an average of 58.5% due to AI overviews in search. As the selection process now happens off-page, businesses must be laser-focused on converting the visitors who do reach their sites. • Starting with pain points and amp…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Next week, I'll show how these strategies fit into a bigger retention and referral system. Then, it runs quietly in the background for you. So, get private early access: [Last Chance to Join the VIP Waitlist + Get the 5 Fixes Checklist] Why the Next 12 Months …
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The SEO landscape is shifting dramatically with the rise of AI search and entity-based relationships, creating new challenges and opportunities for marketers. We explore how traffic patterns are changing as top-ranking sites lose clicks to AI overviews while brand searches increase, and discuss the critical importance of entity relationships in mod…
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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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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Business Insights for Growth — with Catherine Maley, MBA Indeed, welcome to "Beauty and the Biz," where we'll discuss the business and marketing side of plastic surgery. As always, I'm your host, Catherine Maley, author of "Your Aesthetic Practice – What Your …
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AI is fracturing the search ecosystem and creating new opportunities for SEOs to expand their role and demonstrate greater business value in this evolving digital landscape. • Michael Buckbee discusses how AI is changing search and creating "siteless SEO" • Traditional SEO has primarily been Google optimization, but search is now becoming a feature…
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