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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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Banking on Data Podcast

Lumio Solutions

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Monthly+
 
The Banking on Data podcast is for community bank and credit union leaders who understand that the future of financial services is powered by data. Hosted by Ed Vincent, CEO of Lumio Solutions, this podcast offers executive-level insights into how financial institutions can leverage business intelligence, data strategy, and advanced analytics to drive performance, manage risk, and unlock growth opportunities. Each episode features conversations with industry leaders, data experts, and financ ...
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Talkin' SaaS

Renee Moseley

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Talkin' SaaS brings you in-depth interviews with proven regulatory leaders, from state government staff to private sector authorities. Take away practical solutions for your current regulatory challenges.
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A podcast that explores the good, the bad, and the creepy of artificial intelligence. Weekly longform conversations with key players in the space, ranging from CEOs to artists to philosophers. Exploring the role of AI in film, health care, business, law, therapy, politics, and everything from religion to war. Featured by Inc. Magazine as one of "4 Ways to Get AI Savvy in 2024," as "Host Jeff Wilser [gives] you a more holistic understanding of AI--such as the moral implications of using it--a ...
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Is AI making us smarter or dumber—and how do we make sure we’re on the right side of that divide? In this episode of AI-Curious, we talk with Professor Vasant Dhar, author of the new book Thinking With Machines: The Brave New World of AI. Vasant isn’t just a historian of AI; he’s part of the story. In the 1990s, he helped bring machine learning to …
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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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We’re joined by Brian Greenberg, founder of True Blue Life Insurance, to discuss how agents can combine AI, automation, and traditional strategies to grow their business. From improving lead conversion and designing effective landing pages to harnessing client reviews and maintaining persistence in sales, Brian breaks down the tools and mindset tha…
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Community banks have always excelled at building relationships. But in a market driven by data, relationships alone aren’t enough. The next wave of growth in banking depends on turning customer insights into action. This means empowering marketing, sales, and frontline teams to collaborate smarter and deliver more personalized experiences. In this …
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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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