Brightly, formerly Dude Solutions, is proud to bring you the Operate Intelligently Podcast. Join us and various guests every other week to get educated and inspired about your daily work as an operations leader. Hosted on Acast. See acast.com/privacy for more information.
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Dude Solutions Podcasts
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 Maxed Out Man Podcast is for men who refuse to settle. Hosted by Kevin Davis, this show is a battle cry for husbands, fathers, entrepreneurs, and leaders who are hungry for more—more strength, more clarity, more purpose. Each episode delivers raw, real conversations about faith, marriage, business, fitness, masculinity, and mission—without the fluff or soft talk. Whether it's powerful solo episodes or interviews with bold men living at full tilt, you'll get truth that stabs you in the fa ...
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I interview entrepreneurs and discuss branding and personal brand development. We also talk about passive income, lifestyle design and creating value for the people you serve. In current episodes we mention social media, YouTube, outsourcing, affiliate marketing, wholesaling, startups, branding, experimentation, and improvisation. If you like Tim Ferriss, you'll like The Dumb Teacher. Guests include Chris Ducker, Simon Dude Granner John Lee Dumas, Tim Forrest, Jonny Nastor, and Ryan O'Keefe.
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Authentic, freedom loving explosives and weapons experts discuss issues in culture, science, and spirituality. Dropping quantum thought bombs that still make sense in a world that is ever expanding. Up-level your thinking on the worlds dramas with these Texans whom are into self development and airy fairy things. Or stay for the explosive action as they blow stuff up for fun, we mean in the name of science.... as they are fully licensed explosives and weapons manufacturers who had a TV show ...
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In this episode Forrest and Mandy touch on a little bit about themselves and how their businesses started just to give the listeners a taste of what this podcast will soon be!! Stay tuned and thanks for the listen!!
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Decades ago, lightning struck the Microsoft community and when the smoke cleared, a towering figure was left standing, D.oU.G. (Dynamics User Group)! D.oU.G. was a curious being eager to serve and destined to impact the folks using Microsoft Dynamics 365. Over the years, D.oU.G. learned, adapted, and created a space for the community to thrive. Now for the first time, D.oU.G. has a voice here at The Community DIG podcast! The Community DIG podcast will allow D.oU.G. to wander down the rabbit ...
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Real Talk on Success, Mindset & Content With Dan Garzella
1:05:18
1:05:18
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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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Diverse Minds Episode 11 - Jade and Jason Simon, Simcore Solutions
31:41
31:41
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31:41Presenter(s): Bobby Small Guests: Jade Simon & Jason Simon I loved this story from day one. Jade Simon, a smart and driven tech nerd that happens to be a female and happens to be a person of color, pursuing her passion, a career in Dynamics 365. Her support system is anchored by her number one fan and husband, Jason. He left a career in automotive …
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Mastering Sales, Technology & Business Success with Michelle O’Connor
1:06:16
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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Life Insurance Insights with Brian Greenberg
38:39
38:39
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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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From Stable Job to Independent Operator With Nathan Glass
53:55
53:55
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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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BS Bunch Ep 5: Alex Meyer, Fastpath Microsoft MVP - AI and Agile methodology
1:08:41
1:08:41
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1:08:41Is AI coming for your PM job? Big bad AI is still just a cuddly teddy bear in our opinion. It is gonna give the love it gets. Join the BS Bunch as we chop it up with Dynamics 365 security and licensing expert, Alex Meyer of Fastpath/Delinea. He is a longtime community leader but let's see if he has the skill to get past some of the best BS... east …
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Mastering Insurance, Content & Carrier Strategy With Mark Flockhart
51:40
51:40
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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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The Empathetic Conversation With Dr. Nicole Price
56:37
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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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How Susana Gibb Combined Creativity with Insurance
1:07:23
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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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Untold Power of Insurance with Andrew Engler
1:07:23
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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Breaking The Old-School Insurance Model With Melissa Dillon
46:34
46:34
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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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Choosing Love in Business & Marriage With Brian Ahearn
58:24
58:24
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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
52:48
52:48
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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
27:33
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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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BS Bunch Ep 4: Sam Bush, Ambushed- Trusting AI
1:08:43
1:08:43
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1:08:43How much does today's guest "Trust" AI? Welp, Sam Bush of Ambushed Digital, has gone public with her personal relationship with VEGA, her GPT BFF! From convos to research, Vega is a constant companion and resource. I would say this constitutes a high level of trust! Don't miss out on this fun and riveting episode of the BS Bunch. Most important, do…
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Why Mindset Matters: Julian Chambers’ Playbook for Young Agents in the Insurance World
43:17
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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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I had a lovely chat with Microsoft Business end-user, Shirley Grimes of Gulf Coast Panama Jack in Florida. She is making waves (Intentional beachy pun) in the community as a thought leader and speaker. We discuss how she got started, why she like speaking at events, the benefit of engaging in community, and her excitement to share her experience wi…
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Don Wilson on Outworking the Competition and Creating a Standout Insurance Brand
1:00:20
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
43:45
43:45
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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
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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Diverse Minds GUEST Madeline Merced
1:04:33
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1:04:33Like many women in tech, Madeline Merced has not taken a linear path. Through global travel, family, and adult learning, she tapped into an inherent love of tech to carve out journey that landed her smack in the middle of the Microsoft Dynamics Community in a unique role that showcased her creativity and tech savvy sides. I enjoyed our chat about a…
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Hiring, Hustle, and Heart: Inside Sethe Smith’s Agency Playbook
54:10
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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BS Bunch Ep 3: Justin Carter, The DAX DUDE- AI Integration
1:12:06
1:12:06
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1:12:06The BS Bunch let loose and cut it up chat with Justin Carter, Dynamics Legend, MVP, and the Dax Dude! What did we discuss, AI and Copilot of course and how companies should start to prepare. TLDW/L: Organizations should be starting to experiment and let some of the passionate folks loose to figure out AI in the business silo. Put guardrails and let…
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From Zero to $12 Million: Tung Le’s Insurance Agency Growth Story
34:01
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34:01Welcome back to The Insurance Dudes! In today’s episode, hosts Craig Pretzinger and Jason Feltman sit down with Tung Le, the unstoppable insurance entrepreneur behind a thriving Allstate agency in Houston, Texas. Tung gets real about his rollercoaster journey, starting from scratch in March 2020—just as the world shut down. From losing his first em…
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Diverse Minds Ep8: Charlotte McCormick, Group Business Unit President, Enterprise Technology Argano
36:47
36:47
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36:47Introduced to Dynamics during a unique college opportunity at Georgia Tech, Charlotte McCormick has never looked back. Her quiet but confident work ethic and intelligent demeanor has created a powerful guide for many folks in the industry, especially females looking to advance their tech careers. She is one-of-a-kind, and it was a pleasure to spend…
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200 in Heels: Fast Lanes and Faster Growth with Cassidy Arbeli
35:27
35:27
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35:27Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…
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From Captive to Independent: Dan Kitajima’s Journey to Insurance Agency Freedom
53:07
53:07
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53:07Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…
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From McDonald’s to Insurance Success: The Ben Bucher Agency Story
51:13
51:13
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51:13Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…
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From College Basketball Coach to $18 Million Insurance Agency: BJ Hill’s Playbook for Success
50:59
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50:59On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…
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Diverse Minds Episode 7: Michelle Peters, Director, Digital Analysis and Strategy at Ovintiv
34:05
34:05
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34:05Michelle is a passionate community advocate, a very talented business analyst, a seasoned executive level ERP and Digital strategist, and a full-time mom and cookie dealer! 🙂How does she accomplish so much, stay connected at work, home, and in the community? Listen in to her story of balance and drive that has propelled her career and home life and…
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Uncovering Referral Goldmines and Process Mastery with Peter Fournier
43:07
43:07
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43:07Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …
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Why David Carothers Avoids Industry Hires and How It Fuels His Agency’s Success
29:05
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29:05Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…
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David Kelly Wrote The Book On Incentive Comp Management
24:22
24:22
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24:22On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…
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Make Leads Paid For Put Your Thimble On Front Of Funnel
23:08
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23:08Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …
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Gleb Tsipursky Plays Decision Doctor Don't Dare Miss This Diamond
46:56
46:56
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46:56Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …
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Mastering Recruitment: Insights from Dave Williams on Scaling Insurance Agencies
48:38
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48:38Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the groun…
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Learn from Brian A'Hearn To Earn, Know What I Mean Vern?
46:09
46:09
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46:09Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of…
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Wild Bill Rice Talkin Bout Leads | The Insurance Dudes
37:17
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37:17In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to…
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Jas Takhar Crushes Content Curating Creative Craziness
50:53
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50:53In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content …
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How to Master the Art of Insurance Sales with Rob Liano
56:26
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56:26In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. Fro…
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How to Thrive in Commercial Insurance: Lessons from Patrick Albrecht
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36:54In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance…
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Episode 2: Kate Coffey-Bacon - AI and Marketing/Brand Voice
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1:04:36As AI and adoption is starting to accelerate and the BS Bunch is on top of it, chopping it up over AI and how we are adopting AI, technology trends, and advancements. In this episode, we chat with Kat Coffey-Bacon, newly promoted Senior Vice President of sales at UST Pay! She brings her 20 years plus of experience in marketing and light-hearted sty…
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Diverse Minds Episode 6: Trisha Alverson, Software Solutions Architect at Ellipse Solutions
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49:09In this episode, I get to chat with one of my past workmates and one of the smartest developers I know. It was always a pleasure getting to work alongside Trisha Alverson when I was working a project at Ellipse Solutions. Her story is quite legendary! She was drumming to her own beat as a teen, as one of a few females in her high school band. She p…
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Diverse Minds Episode 4: Meron Gebremedhin
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41:52Meron Gebremedhin was born and raised in Ethiopia, East Africa and migrated to the United States in 2017. Professionally, she is a trained software engineer but has been wearing different hats for more than 14 years including international business owner. After migrating to America, she studied hard to earn her stripes back in the IT industry, acqu…
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Diverse Minds: Episode 5, Stephanie Lavinskas, Imposter Syndrome
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53:09I had a great time chatting with Stephanie, a Change Enthusiast and expert, about her career and recent leap of faith from the corporate world to her own consulting practice. Stephanie is another great example of a woman that forged a path in the tech industry, as a leader in change management. We spent a lot of time exploring "Imposter Syndrome." …
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Episode 1: AI Adoption and Usage with Drew Lencsak
45:23
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45:23After a few episodes and some warm-ups, I am excited for the Gen Alpha version of The Community Dig! I am welcoming Beau Schwieso and Brianna Sierrra as co-hosts in a reinvention of the podcast. Our first guest is a world renowned, newly minted MVP in Microsoft Dynamics, Drew Lencsak, ERP Delivery Director at Argano 4 Microsoft. We chat about AI Us…
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Episode 10 with Marine and Navy SEAL Tommy Richardson
1:29:04
1:29:04
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1:29:04From being bullied as a kid, to earning the title of United States Marine, then to go on and join the United States Navy and become a Navy SEAL, undergo multiple surgeries, to include BRAIN surgery, retire from the Military after serving 26 years, and now the CEO of Divine Savagery. But most importantly, a Father and a Husband. Tommy Richardson is …
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DUG Diverse Minds: Episode 3 - Heléne Smuts, Owner Credo Growth
45:57
45:57
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45:57In this episode we dive the importance of taking an ACTIVE role and ownership of your life. Finding motivation, mentorship, and the importance of FAILING in order to GROW! Heléne is the founder of global growth partners, Credo Growth, and a published author, her first book, Ditch Mediocrity, helping to empower leaders develop stronger teams. She is…
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Episode 11: Quintin Hunkin, Microsoft Technical Sales
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49:18
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49:18We had a chance to chat from NRF to RFP to Mike Tyson's Punch Out! Quintin breaks down some new innovation in Microsoft Dynamics 365 Commerce and AI agents. It was a fun convo with some surprises, revelations, and laughs! The Community Dig Podcast - Dynamics User Group https://www.linkedin.com/showcase/the-community-dig/…
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I had the pleasure of chatting with Will not once but twice... darn tech issues! We had a blast each time! I ask Will about how to get started in Power Platform, Community, AI and his responses do not disappoint. Check out my hair reveal at the end! The Community Dig Podcast - Dynamics User Group https://www.linkedin.com/showcase/the-community-dig/…
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