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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P&c Risk Solutions Podcasts
‘Executive Decisions’ is a CNBC podcast offering a rare window into the minds of top decision-makers. Hosted by seasoned financial journalist Steve Sedgwick, each episode explores the pivotal choices that shape the careers and legacies of influential business leaders and policymakers. Through candid conversations about risk, doubt and conviction, the series reminds us that even the most powerful face uncertainty and trade-offs. The first season of 'Executive Decisions’ will launch on Novembe ...
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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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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
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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From Casablanca to the C-suite: Finding Your Third Exit — with Syensqo CEO Ilham Kadri
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44:38In this episode of Executive Decisions, Steve Sedgwick sits down with Ilham Kadri, CEO of Syensqo. Raised in a humble home in Casablanca without running water or electricity, Ilham shares how her grandmother’s belief in education as a “third exit” out of poverty shaped her life. From public schools in Morocco to earning a Ph.D. in macromolecular ph…
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GAO: FEDERAL HOME LOAN BANKS Role During Financial Stress and Members' Borrowing Trends and Outcomes
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9:15www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ "Most banks maintained relatively consistent reliance on Federal Home Loan Bank advances — including during periods of financial stress." — Government Accountability Office The GAO just dropped a detailed report examining the Federal Home Loan Bank system during COVID-19 and the March …
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Redefining Wildfire Insurance: AI, MGA Solutions & Protecting At-Risk
28:32
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28:32In 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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Leading Without Pretending — with Phoenix Group CEO Andy Briggs
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32:05In this episode of Executive Decisions, Steve Sedgwick sits down with Andy Briggs, CEO of Phoenix Group, for a candid conversation about leadership and purpose. Andy reflects on a career spanning nearly four decades in financial services, shaped by the values of hard work and authenticity instilled by his family. He shares how early decisions — fro…
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1
NCUA Supervisory Committee Audit and Verfication Proposed Regulation
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11:27www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Changes for Supervisory Committee Audits and Verifications – 12 CFR 715 NCUA is proposing to amend its regulations governing supervisory committee audits to eliminate unnecessary, redundant, and overly prescriptive provisions. Are you worried about an NCUA exam in process or looming on…
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The Power of Presence in Insurance Claims with Galen Hair
31:17
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31:17In 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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NCUA Announces Deregulation Project Consistent with Trump Presidential Order
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4:41www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Announces Deregulation Project and First Round of Proposed Regulatory Changes Stakeholders Are Encouraged to Review Notice of Proposed Rulemaking and Submit Comments ALEXANDRIA, VA (December 10, 2025) – The National Credit Union Administration today announced the first round of pr…
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The Leadership Mindset Behind the London Marathon — with Events CEO Hugh Brasher
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39:29In this episode of Executive Decisions, Steve Sedgwick sits down with Hugh Brasher, CEO of London Marathon Events, for a compelling conversation about the life and leadership lessons sport can teach us. Raised by elite athlete parents, Hugh’s career journey has been deeply rooted in sport. From transforming his family’s specialist sport shop into a…
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Why Agencies Stop Growing And How Real Marketing Fixes It With Andy Neary
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44:51In 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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A Solutions-Driven Approach to Leadership — with Veolia CEO Estelle Brachlianoff
37:15
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37:15In this episode of Executive Decisions, Steve Sedgwick sits down with Estelle Brachlianoff, CEO of Veolia, for an inspiring conversation about leadership, innovation and sustainability. Estelle shares her remarkable career journey, shaped by the influence of her trailblazing mother and grandmother. Originally drawn to astrophysics, she ultimately c…
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Real Talk on Success, Mindset & Content With Dan Garzella
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1:05:18In 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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Bringing an Entrepreneurial Mindset to Big Business — with M&G CEO Andrea Rossi
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43:17In this episode of Executive Decisions, Steve Sedgwick sits down with Andrea Rossi, CEO of global investment manager M&G. Andrea shares how his multicultural upbringing—growing up in France with a Swedish mother and Italian father—shaped his adaptability and resilience as a leader. He reflects on his academic journey from France to Rome and INSEAD,…
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Mastering Sales, Technology & Business Success with Michelle O’Connor
1:06:16
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1:06:16We 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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The Power of Unconventional Career Moves — with IIF CEO Tim Adams
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36:51In this episode of Executive Decisions, Steve Sedgwick speaks with Tim Adams, President and CEO of the Institute of International Finance and one of the most influential voices warning about the global debt crisis. Adams shares his remarkable journey from a small Kentucky town to the forefront of international finance. A childhood spent in the loca…
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Life Insurance Insights with Brian Greenberg
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38:39We’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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S3 | E28: Data-Driven Growth: Empowering Frontline Teams with Actionable Insights
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38:33Community 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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The Surprising Impact of Authentic Leadership — with London Stock Exchange CEO Julia Hoggett
36:31
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36:31In this episode of Executive Decisions, Steve Sedgwick speaks with Julia Hoggett, CEO of the London Stock Exchange and a trailblazer in British finance. Raised in a family of pioneering lawyers and judges—including her mother, Baroness Hale—Julia chose a different path, studying sociology at Cambridge and launching a career in the City. She shares …
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How to Lead a Company Through Its Toughest Moments — with Siemens Energy CEO Christian Bruch
42:20
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42:20In this episode of Executive Decisions, Steve Sedgwick speaks with Christian Bruch, CEO of Siemens Energy, about the pivotal moments that shaped his leadership. From an early love of languages and math to a formative stint in a psychiatric hospital during Germany’s public service program, Christian shares how empathy and curiosity became cornerston…
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Turning Life's Challenges into Opportunities — with Ms. Jo Malone CBE
47:51
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47:51In the debut episode of Executive Decisions, CNBC's Steve Sedgwick sits down with Ms. Jo Malone CBE, the visionary perfumer behind one of Britain’s most beloved lifestyle brands. Jo shares the pivotal decisions that shaped her life—from a challenging childhood on a London council estate, where she helped raise her sister and managed the family’s fi…
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From Stable Job to Independent Operator With Nathan Glass
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53:55In 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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NCUA's Proposed Rule to Eliminate Reputation Risk
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22:03www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ n this episode of Samantha Shares, we present the verbatim text of the N C U A’s proposed rule on Elimination of Reputation Risk. The document covers: A Summary of the proposed rule to eliminate reputation risk from N C U A’s supervisory framework. Background and Policy Objectives — wh…
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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart
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51:40Mark 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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CFPB Fair Credit Reporting Act; Preemption of State Laws
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5:42www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers the Fair Credit Reporting Act; Preemption of State Laws. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team…
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S3 | E27: AI Starts with Data: Why Governance Is Your First Step
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38:31Artificial intelligence is the hottest topic in banking right now. Every conference, article, and C-suite conversation seems to circle back to AI’s potential for community financial institutions. But before any bank can truly harness that potential, there’s one crucial step that often gets overlooked: data governance. In this episode of The Banking…
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The Empathetic Conversation With Dr. Nicole Price
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56:37Discover 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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NCUA's Frequently Asked Questions Regarding Suspicious Activity Reporting Requirements
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6:42www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Frequently Asked Questions. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over two hundred and for…
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S3 | E26: Building a Cyber Risk Playbook for the Post-CAT World
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16:44Cybersecurity is evolving faster than many community banks and credit unions can keep pace with. With the retirement of the FFIEC Cybersecurity Assessment Tool (CAT) on August 31, 2025, financial institutions are left wondering how best to measure, track, and manage cyber risk without a regulator-endorsed standard. In this episode of the Banking on…
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How Susana Gibb Combined Creativity with Insurance
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1:07:23In 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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Executive Decisions with Steve Sedgwick: Tease
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0:45‘Executive Decisions’ is a CNBC original podcast offering a rare window into the minds of top decision-makers. Hosted by Steve Sedgwick, each episode explores the pivotal choices that shape the careers and legacies of business leaders and policymakers. Watch the promo previewing the first season above, featuring guests like entrepreneur Ms. Jo Malo…
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NCUA Chairman Hauptman On Regulation by Enforcement
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4:28www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers Chairman Hauptman on Regulation by Enforcement. The following is an audio version of that document. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated, whose team has over…
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S3 | E25: Responsible Innovation: How Fintechs & Banks Can Align for the Future
27:52
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27:52What happens when innovation outpaces regulation - and when community banks must adapt to a world moving faster than ever before? In this episode of Banking on Data, Host Ed Vincent sits down with Phil Goldfeder, CEO of the American Fintech Council (AFC), to explore how fintechs and financial institutions can innovate responsibly - with clarity, co…
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Take a Cruise with CUES and With Flying Colors! https://www.cues.org/professional-development-and-events/cues-florida-council-spring-2026-cruiseBy Credit Union Exam Solutions Inc.
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Untold Power of Insurance with Andrew Engler
1:07:23
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1:07:23In 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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NCUA Discontinues Risk Ratings Eliminates Reputation Risk Under Executive Order Guaranteeing Fair Banking for All Americans
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5:30www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ N C U A Discontinues Risk Ratings and Reputational Risk Show Notes In this episode, Samantha Shares provides an audio version of the recent N C U A communications announcing the discontinuation of risk ratings and the elimination of reputational risk in credit union examinations. In ea…
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S3 | E24: AI Oversight: Why Program Risk Assessment Is Essential
10:57
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10:57Artificial intelligence (AI) is moving faster than any other technology banks have seen before. From fraud detection to lending platforms, AI is being embedded in nearly every vendor solution. For community banks and credit unions, this acceleration brings both opportunity and risk. This present risk and compliance teams with new demands from the b…
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Breaking The Old-School Insurance Model With Melissa Dillon
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46:34In 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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S3 | E23: How Community Financial Institutions Can Build a Responsible AI Approach
19:19
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19:19Artificial intelligence (AI) is no longer just a buzzword in financial services. From lending to fraud detection to customer service, AI is steadily finding its way into community banks and credit unions. But for leaders, boards, and compliance teams, one pressing question remains: how do we adopt AI responsibly? In this episode of the Banking on D…
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Choosing Love in Business & Marriage With Brian Ahearn
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58:24In 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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The Real Keys of Insurance Success With Roger Short
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52:48In 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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Technology and Trust in Insurance Sales with Chase Beach
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27:33Welcome 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 Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World
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43:17Welcome 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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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Tips on Starting an Exam Efficiently Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the inside…
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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand
1:00:20
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1:00:20Welcome 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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Private Equity Insights and Growth Strategies from Brandon Wolfe
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43:45Welcome to another episode of The Insurance Dudes! In this candid and insightful conversation, hosts Jason Feltman and Craig Pretzinger are joined by Brandon Wolfe, Managing Partner at Jordan Partners, to dive deep into the world of insurance agencies and private equity. Ever wondered if insurance is the "legalized mafia" of finance, or why so many…
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How Kathy Hitchcock Built a Booming Insurance Agency After a Rocky Start
1:10:45
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1:10:45Welcome back to The Insurance Dudes! In this compelling episode, host Craig Pretzinger and co-host Jason Feltman sit down with Kathy Hitchcock from the Hitchcock Insurance Group in Rome, Georgia. Kathy shares her remarkable journey as a young scratch agent, opening her agency in 2015 just months before facing back-to-back rate hikes and near-imposs…
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Office of the Comptroller of the Currency's Semiannual Risk Perspective Spring 2025.
34:44
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34:44www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: OCC Semiannual Risk Perspective Spring 2025 Episode Overview This episode covers the Office of the Comptroller of the Currency's Semiannual Risk Perspective for Spring 2025, providing valuable insights for credit unions on key banking risks and industry trends. Key Topics C…
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Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook
54:10
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54:10Welcome back to The Insurance Dudes! In this episode, Craig and Jason sit down with Sethe Smith, owner of the Sethe Smith Agency in Fort Wayne, Indiana, for a candid conversation packed with both wisdom and wild stories from the insurance trenches. From cleaning up unforgettable office mishaps to building a top-performing agency from scratch, Sethe…
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FDIC's Consumer Compliance Supervisory Highlights for July 2025
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18:02www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: FDIC Consumer Compliance Supervisory Highlights - July 2025 Episode Summary In this episode, we break down the FDIC's latest Consumer Compliance Supervisory Highlights report, covering 2024 examination results and compliance trends. While focused on FDIC-supervised institut…
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S3 | E22: Mind The Gap (PT3): How a Playbook Minimizes Execution Risk
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27:12In this episode of The Banking on Data Podcast, Ed Vincent welcomes back Craig Hartman, founder and CEO of Plansmith, along with Christine Lake, Plansmith’s Chief Strategy Officer. This was part 3 of a larger series around "Execution Risk" with the Plansmith team and a natural progression from prior episodes, where we addressed the definition and m…
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S3 | E21: Mind the Gap (PT2): Mitigating Execution Risk
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18:35In Part 2 of our Banking on Data podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question that resonates with every financial leader: Once you’ve identified execution risk, how do you actually reduce it? Craig’s decades of experience helping banks and credit unio…
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