The Placing You First Podcast spans a diverse spectrum of insurance industry issues to keep you and your clients informed.
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CRC Group Podcasts
The Brandbuilders Podcast with your hosts Scott Dunstan and Brian Young is brought to you by The Dunstan Group, Charlotte’s premier provider of branded merchandise and logo’d apparel. Brandbuilders is produced in partnership with well-run media + marketing. Got an idea for the podcast? Email us at [email protected]
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Intellicast is a market research industry podcast presented by EMI Research. In this podcast, join host Brian Peterson as he discusses the research industry from a vendor perspective, as well as current trends and happenings in the industry, upcoming events, and interviews with other industry professionals. Intellicast is brought to you by EMI Research Solutions.
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Key Takeaways of CRC 2025 with Andrew Hunt of The Link Group
39:54
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39:54Welcome back to Intellicast! Brian Peterson is freshly back from the 2025 Corporate Researchers Conference (CRC) in Chicago and is ready to break it all down. Joining him is his presenting partner at CRC and Vice President of The Link Group, Andrew Hunt. Andrew and Brian jump right in and discuss the overall trends from the conference, including: H…
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Navigating the Rise in Sexual Abuse Claims
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13:51
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13:51Sexual abuse and molestation claims have skyrocketed in recent years, creating significant financial and reputational risks for organizations across various sectors. The numbers are staggering – $651 million in settlements in 2023 alone, with each settlement exceeding $1 million. What's driving this dramatic increase, and how can organizations prot…
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422: Liz Clasen-Kelly, CEO of Roof Above, Charlotte, NC
31:54
31:54
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31:54Welcome to The BrandBuilders Podcast, where we’ve got Liz Clasen-Kelly, Chief Executive Officer of Roof Above, here in the studio with us. Liz has guided Roof Above since its founding in 2019, when the Men’s Shelter of Charlotte and Urban Ministry Center merged to form the most comprehensive homeless service provider in North Carolina. Liz has led …
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421: Michael Stier, Area President at FocusCFO and Active Member of XPX Charlotte
51:13
51:13
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51:13Welcome to The BrandBuilders Podcast! Today, we’re excited to welcome Michael Stier, Area President of FocusCFO. Michael is a hands-on C-level executive and entrepreneur with over 35 years of experience growing companies in technology and financial services. As the founder and former CEO of Adhesion Wealth, he led the company from startup to $13B i…
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Welcome back to Brandbuilders Podcast! Today, we’re thrilled to have Jason Lucash, a true disruptor in the promotional products industry and a co-founder of Rupt. Alongside his business partner Mike Szymczak, Jason has launched a brand that goes far beyond the conventional — Rupt is a manifesto against the ordinary, merging visionary design with a …
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AI in Banking: The Risk Beyond the Reward
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26:10
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26:10ChatGPT reached a million users in just five days, while Bank of America's AI assistant Erica has handled over two billion customer interactions without human intervention. The AI revolution in banking isn't coming—it's already here, transforming how financial institutions operate and creating complex liability questions few insurance policies dire…
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419: Courtney Swift-Copeland, Owner & Creative Director of Salt Paper Studio + Productions, Founder of Rainey Day Media
47:31
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47:31Welcome to The BrandBuilders Podcast! Today, we’re excited to have Courtney Swift-Copeland joining us— she’s the Owner and Creative Director of Salt Paper Studio + Productions, where she leads a powerhouse of a team, delivering full-service photography and video services. Known for her bold approach, collaborative leadership, and relentless pursuit…
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Today on The BrandBuilders Podcast, we’ve got Lou Fresta with us. Lou is Vice President of Sales & Marketing at CRC Industries—a company known for its HUGE line of chemical maintenance products serving industries from automotive to aviation. If you’re a car guy (or gal) you know. With more than 17 years at CRC Industries, Lou is not only an accompl…
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When Rebuilding Costs More: Navigating Residential Reconstruction Risks
31:32
31:32
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31:32Rising construction costs coupled with widespread labor shortages have created a perfect storm for homeowners facing property losses. The gap between insurance coverage and actual rebuilding expenses continues to widen, putting families at significant financial risk.. Mary Roy, Senior Underwriting Team Leader at CRC Group, breaks down the complex f…
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On this episode of the award-winning BrandBuilders Podcast, we’ve got Cat Babbie here in the studio with us. Cat is a celebrated fiber artist and entrepreneur whose innovative work is redefining the boundaries of textile and mixed media art. Based here in the Carolinas, Cat explores texture, color, and form, often weaving personal narratives into h…
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Fall Conference Season and a Potential Privacy Turning Point
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28:57Intellicast is back with a brand-new episode covering the latest news from around the market research industry. Join Brian Peterson and Aron Wilson as they break down the latest headlines, including: Decline in Forrester's Q2 revenue Azure Knowledge rebrand to Matrix Kantar and Cint expanding their partnership How iOS 26 will hurt mobile polling an…
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Welcome back to the award-winning BrandBuilders Podcast. Our guest today is entrepreneur, athlete, and inspiration– Carson Clough. Carson is the co-founder of Giddy Goat Coffee Roasters, a local favorite coffee company known for its community focus and high-quality coffee craft. Prior to his entrepreneurial journey, Carson was a collegiate lacrosse…
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Breaking Ground: Introducing Starwind Cannabis
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25:26
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25:26In this conversation with Starwind Cannabis leaders Tony McIntosh and Eric Morrison, we unpack why traditional insurance approaches fall short for cannabis operations. From navigating the complex regulatory framework to addressing distinctive risk profiles like high-value crops and cash-heavy transactions, cannabis businesses face challenges that s…
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Welcome back to the award-winning BrandBuilders Podcast. We’ve got Jason Dumas with us in the studio. He’s the principal and founder of FLICK Studios, one of Charlotte’s premier creative production companies. With a background in film, video, and digital media, Jason launched FLICK Studios to help brands, events, and organizations connect with thei…
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414: Courtney Oates & Mark Fontanilla, Tour de Turns
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36:43Welcome back to the award-winning BrandBuilders Podcast. We’ve got Courtney Oates and Mark Fontanilla with us. Courtney Oates is Marketing and Events Director at Nourish Up, and Mark Fontanilla is Event Director for Tour de Turns. The Tour de Turns is a late summer staple, and one of Charlotte’s most loved charity bike rides. The event not only inv…
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413: Mark Treichler – Classic Speed and Custom
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39:13On this episode of the award-winning BrandBuilders Podcast, we’re excited to welcome Mark Treichler, from Classic Speed and Custom. Mark and his team are the go-to guys for building, restoring, and repairing classic vehicles and performance engines. Classic Speed and Custom has earned a reputation for quality and customer satisfaction—serving autom…
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Rebrands, Acquisitions, and a New Report on Synthetic Data
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35:45
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35:45The research world is never short on headlines, and this week’s Intellicast is proof. Brian and Gabby return to break down the latest headlines from around the market research industry. Topping the list is a deep dive into the new whitepaper from Strat7, which compares synthetic data providers using real-world testing methods. The whitepaper finds …
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Severe convective storms are reshaping America's insurance landscape, hitting communities harder and more frequently than ever before. What used to be a defined spring storm season has expanded into a year-round threat, leaving homeowners, businesses, and insurers scrambling to adapt. Join hosts Amanda Knight and Scott Gordon as they dive into the …
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On this episode of the BrandBuilders Podcast, we’re honored to welcome MaShonna Hughes, Executive Director and Chief Dignity Officer at Project Outpour. MaShonna is a compassionate, visionary leader with over a decade of experience in the nonprofit and government sectors, and a relentless dedication to social justice, equity, and restoring dignity …
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On this episode of the BrandBuilders Podcast, we’ve got Garrett Summers, CPA and Owner at Foard and Company. If you don’t know, Foard and Company is an accounting firm serving Charlotte and the surrounding region for over 50 years. Garrett brings a wealth of experience in audit and tax services, with a particular focus on not-for-profit organizatio…
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Respondents Are People Too: A Conversation with Lorin Drake of Publix
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41:13
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41:13What do car dealership surveys, goldfish, and chatbots have in common? They all come up in this episode of Intellicast, where Brian and Mary sit down with Lorin Drake, a Consumer Insights Strategist at Publix, to discuss all things respondent experience. It is a refreshingly honest discussion about what’s broken in the world of survey design—and ho…
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The CRC Journey: From Solid to Relentless Powerhouse
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13:55
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13:55Six years and 100 episodes later, the Placing You First podcast welcomes back Neil Kessler, CEO of CRC Specialty and Benefits, who was our very first guest in 2019. What a journey it's been! The transformation runs deep—while our collaborative, hustle-driven culture remains intact, we've become an entirely different organization. Perhaps most signi…
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Today on the BrandBuilders Podcast, we’ve got Ben Levenbaum, founder and CEO of Xceleration here with us. Xceleration has been a major player in enterprise rewards and recognition for over 25 years. Under Ben’s leadership, Xceleration has built a global reputation for its innovative, scalable technology—most notably the RewardStation platform. We’r…
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On the award-winning BrandBuilders Podcast, we have David Walker with us, he’s the Commercial Development Officer at Standard Title. As the Southeast’s first specialized commercial title insurance agency, Standard Title empowers clients to secure and finance commercial real estate with confidence. In his role, David plays a key part in driving busi…
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408: Dave Holtzman – Search Solution Group 408: Dave Holtzman – Search Solution Group
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44:18On this episode of the award-winning BrandBuilders Podcast, we’re pleased to welcome Dave Holtzman, President and Partner at Search Solution Group. If you don’t know yet, Search Solution Group is a leading full-service recruiting, staffing, and executive search firm with over 20 years of success. Dave plays a pivotal role in driving the company’s m…
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In this news-packed episode, Brian and Gabby break down the biggest happenings shaking up the market research space. Ipsos is expanding its European footprint with the proposed acquisition of the BVA Group, and AckWest continues its M&A spree, this time adding healthcare research firm Reckner to its growing roster. The industry is also seeing a wav…
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Who's Watching Your Content? The Changing World of Media Liability Protection
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13:42
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13:42Every business with a social media account now faces media liability exposures that were once limited to publishers and broadcasters. This reality stands at the core of our fascinating conversation with Mario Romero, a professional lines broker specializing in media and entertainment coverage with CRC Group in Los Angeles. The digital transformatio…
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Welcome back to the BrandBuilders Podcast! You know we love talking to folks with new ideas, and we’re excited to welcome Jake Corday to the show today. He’s an innovative entrepreneur revolutionizing in-store marketing with his company Waev. Jake’s platform combines sleek HD digital screens, advanced targeting capabilities, and real-time analytics…
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Welcome back to the BrandBuilders Podcast! On this episode, we’ve got Matt Sharp with us, a seasoned nonprofit leader and the founder of Sharp Advising. With over 18 years of experience in the nonprofit and higher education sectors, Matt has dedicated his career to empowering organizations to maximize their community impact. Through Sharp Advising,…
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Today on the BrandBuilders Podcast, we’re joined by Joe McMahan– an entrepreneur, passionate runner, and the founder of Azoia Endurance. His company is crafting all-natural energy gels for athletes right here in Charlotte. Joe’s journey is as inspiring as it is impressive: in just two years, he transformed his marathon time from 4:41 to an astonish…
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Welcome back to The BrandBuilders Podcast! Today, we’re honored to have Brigadier General Mark Towne, USA (Ret.), founder of VETS Leadership, LLC, join us. General Towne is a renowned leader with over 34 years of service in the U.S. Army, where he led organizations from small units to large global institutions. His expertise in building trust has b…
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Welcome to another episode of The award-winning BrandBuilders Podcast! Today we’ve got Ashlyn Greer, founder and CEO of Fashivly, here with us. Ashlyn is a fashion influencer and entrepreneur who has revolutionized personal styling with her innovative platform. After spending over a decade in the fashion industry—including roles at Saks Fifth Avenu…
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AI and Data Quality: Top Trends and Takeaways from IIeX 2025
51:01
51:01
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51:01Were you in Washington, DC, last week for IIeX? If not, our latest episode of Intellect has you covered! Brian Peterson and Matthew Alexander were in the nation’s capital for this year’s event and sat down to recap all the trends and topics. Let’s dive into what the guys discussed: Data Quality Takes Center Stage One of the most talked-about issues…
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402: Hunter Parsons, Hunter Window & Gutter Cleaning
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46:31Welcome to this episode of The award-winning BrandBuilders Podcast! In the studio with us today is Hunter Parsons, the owner and founder of Hunter Window and Gutter Cleaning. A Charlotte native, Hunter has been serving the community since 1996 with top-notch window cleaning, gutter maintenance, and pressure washing services. Over nearly three decad…
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Uncovering Hidden Challenges: Navigating Problematic Healthcare Exposures
29:43
29:43
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29:43The healthcare insurance landscape is rapidly evolving beyond traditional pain points, creating new challenges for retail agents seeking coverage for specialized risks. From ketamine clinics to advanced med spas, these emerging sectors require specialist navigation to secure appropriate protection. Healthcare has always presented unique insurance c…
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401: Meredith Robinson, Goodwill Southern Piedmont
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36:56
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36:56Welcome to this episode of The award-winning BrandBuilders Podcast! Today, we have Meredith Robinson in the studio with us. Meredith is the Director of Brand Experience for Goodwill Industries of the Southern Piedmont, an organization that has been transforming lives through the power of work since 1965. As a leader in nonprofit marketing and commu…
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Data Quality in Crisis: Lessons from the Latest Industry Scandal and the Ignite Conference
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44:40In this episode of Intellicast, host Brian Peterson is joined by Mary Draper and Aron Wilson for a timely and candid discussion about the state of data quality in market research. The team unpacks the recent indictment involving OP4G and Slice MR, accused of orchestrating a $10 million fraud scheme using fabricated survey data. They explore how thi…
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Welcome to this episode of the award-winning BrandBuilders Podcast. Today, we’re excited to have Sarah-Kate Pease, Director of Corporate and Community Engagement at Safe Alliance, joining us. Sarah-Kate is a longtime friend, community outreach and nonprofit management pro, and we’re thrilled to have her here on the show.…
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Welcome to The BrandBuilders Podcast! Today, we’re excited to have Megan S. King, Chief Development & Strategy Officer at Camp Southern Ground, joining us. Megan brings a wealth of experience in strategic planning, sponsorship activation, and new business development to her role at this unique organization. If you don’t know about Camp Southern Gro…
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A Quirks Chicago Recap with a First Timer and a Seasoned Vet
26:14
26:14
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26:14Welcome back to Intellicast! Joining Brian Peterson on today’s episode to give a recap of Quirks Chicago are Gabby Blados and, for the first time, Abby Snyder. The three jump right in with Gabby, who had attended four different Quirks Events, and Abby, who attended her first Quirks Event, giving their overall impression of Quirks. Gabby felt this o…
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Welcome to another episode of the award-winning BrandBuilders Podcast! Today, we’ve got Madison Gates with us. She’s VP of Marketing at Reliable Residential. Madison brings a unique blend of marketing expertise and athletic experience to her role. For folks who don’t know yet, Reliable Residential is the largest franchisee operator within Neighborl…
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397: Mike Kana and Randy Brown, Doggett Concrete
44:03
44:03
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44:03Welcome to The BrandBuilders Podcast! Today, we’re excited to have two distinguished guests from Doggett Concrete, a company that has been laying solid foundations in the construction industry for over six decades. (Hear what we did there?) Joining us are Mike Kana, President, and Randy Brown, Director of Business Development at Doggett Commercial …
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On this episode of the award-winning BrandBuilders podcast, we’re thrilled to welcome Marissa West, the founder and owner of West Kept Secret. If you’ve not heard of it yet, West Kept Secret is Charlotte’s premier boutique fitness studio, voted best in Charlotte multiple years running. West Kept Secret is known for its effective methodology and sup…
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CRC Quick Quotes: Where Tech Meets Expertise for Your Insurance Placements
36:13
36:13
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36:13Technology is reshaping insurance placement, but the most powerful solutions don't just automate—they amplify human expertise. This fascinating conversation with Team CRC's ExecPro Broker Brian Benda and Director of Digital Distribution Erin Dyer reveals how CRC’s Quick Quotes platform delivers exactly that balance. Quick Quotes began as an interna…
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A New Data Quality Report, A Data Quality Pledge, and a Preview of Quirks Chicago
38:48
38:48
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38:48Welcome back to Intellicast! Joining Brian Peterson on this jam-packed episode is Gabby Blados. They talk about conferences, data quality, as well as discuss some recent headlines from around the research world. Kicking off the episode, Brian and Gabby talk about the upcoming conferences, including SampleCon and Quirks Chicago. With Gabby attending…
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On this episode of the award-winning BrandBuilders Podcast, we’ve got Matt Thomas, a seasoned leadership coach, who’s dedicated himself to helping individuals and organizations unlock their full potential. With years of experience guiding professionals across various industries, Matt specializes in empowering leaders to enhance their skills, foster…
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394: Jim Guimond & Dick Sesler – Camp Blue Skies
44:24
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44:24On this episode of the award-winning BrandBuilders Podcast, we’re joined by Jim Guimond and Dick Sesler from Camp Blue Skies, an organization that offers unique camping experiences for adults with developmental disabilities. Camp Blue Skies Foundation enriches the lives of adults aged 21 and older through recreation, socialization, and life skills …
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393: Cliff Castelloe – All-In to Fight Cancer
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43:13On this episode of the award-winning BrandBuilders Podcast, we’ve got Clifton Castelloe, the Executive Director of All-In to Fight Cancer with us. All-In to Fight Cancer has been a force in raising funds and awareness for cancer initiatives through – of all things — poker tournaments. All-In to Fight Cancer has raised over $2.3 million for various …
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Welcome back to Intellicast! Brian Peterson is joined in today's episode by Matthew Alexander to discuss mergers, people on the move, and AI. Starting the episode, the guys talk about some recent mergers and acquisitions from around the industry. First, they touch on OpinonRoute's acquisition of Jibunu and how this can impact OpinionRoute going for…
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392: Mark Wojcik – East Park Ave Talent Consulting
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40:54Welcome to another episode of the award-winning BrandBuilders Podcast! Today, we’re excited to have Mark Wojcik from East Park Avenue Talent Consulting joining us. East Park Avenue Talent, or EPA Talent, is a company dedicated to helping businesses accelerate hiring, boost retention, and drive growth through innovative talent acquisition strategies…
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