66 episodes

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!

Insurance Refocused Lindsay & Carey Wallace

    • Business
    • 5.0 • 43 Ratings

The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!

    #65 - Playing the Long Game w/ Jimi Honochick

    #65 - Playing the Long Game w/ Jimi Honochick

    In this episode, Carey and Lindsay sit down with Jimi Honachek, Vice President of YMI Insurance, to talk about his industry journey. From integrating into his family agency's legacy to fostering trust among the staff, Jimi shares invaluable insights reflecting on his podcasts for local marketing initiatives, and the intricacies of implementing transformative changes such as process and technology upgrades. 


    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 32 min
    #64 - From Doctor to Insurance Agent w/ Jacob Eisenrich

    #64 - From Doctor to Insurance Agent w/ Jacob Eisenrich

    In this episode, Lindsay and Carey interview Jacob Eisenrich, Vice President of Weatherby-Eisenrich Insurance. Jacob shares his unique background as a doctor who transitioned to the insurance industry and discusses the reasons for leaving the medical field and how he settled on insurance as a career. Jacob emphasizes the importance of being data-driven in the agency and shares how his agency tracks KPIs and utilizes data tools. He also highlights the impactful decisions made in the agency, such as investing in employee development and implementing a data-driven decision-making process. Jacob offers advice for newcomers in the industry, emphasizing the value of mastering the craft and providing value to clients.




    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 35 min
    #63 - The Truth about Selling Your Agency w/ Matt Naimoli

    #63 - The Truth about Selling Your Agency w/ Matt Naimoli

    In this episode, Lindsay and Carey sit down with Matt Naimoli to discuss Matt's journey of selling his agency. They cover topics such as finding the right partner, educating oneself on the selling process, and setting expectations for the future. Matt shares his insights on running the business with a future sale in mind and the significance of day two culture. He also offers advice for agency owners considering a sale. Overall, the conversation highlights the complexities and opportunities involved in selling an agency.


    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 35 min
    #62 - Marketing 101 w/ Daniel Smith

    #62 - Marketing 101 w/ Daniel Smith

    In this episode, Lindsay and Carey interview Daniel Smith, the co-founder of Market Retrievers, a digital marketing agency for insurance agencies. They discuss the importance of marketing for agencies and provide insights on how to effectively market insurance services. They cover topics such as choosing the right marketing channels, utilizing AI in content creation, measuring marketing success, and building relationships through marketing. The conversation also touches on the impact of branding and the value of agencies in the insurance industry. Overall, the conversation provides valuable insights and tips for agencies looking to enhance their marketing efforts.




    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 36 min
    #61 - In Memory of Bobby Salmon

    #61 - In Memory of Bobby Salmon

    🕊 In Memory of Bobby Salmon 🕊
    In this special re-launch episode, we pay tribute to our Bobby Salmon, whose passion in the independent insurance industry continues to inspire us. Join Carey and Lindsay as they revisit their conversation with Bobby, delving into the importance of fostering relationships in our industry and shaping its future.
    Though Bobby may no longer be with us, his wisdom and passion live on through this timeless discussion. Join us as we honor his memory and celebrate the invaluable lessons he shared with us all.


    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 40 min
    #60 - Reflecting on Failures w/ Chris Paradiso

    #60 - Reflecting on Failures w/ Chris Paradiso

    In this episode, Carey and Lindsay sit down with Chris Paradiso, the owner of Paradiso Insurance. They discuss Chris's background in insurance and the importance of discipline and mental readiness when buying an agency. Chris shares his experiences with failure and the lessons he has learned from them. He emphasizes the significance of building relationships in the insurance industry and the role of ego in leadership. The conversation also touches on the challenges of managing and inspiring others, as well as the importance of embracing hard things and overcoming fear. In this conversation, Chris Paradiso shares advice for insurance professionals starting out in the industry. He emphasizes the importance of researching and finding successful agents to learn from. Chris also highlights the value of learning from failures and the need for processes and procedures in running an agency. He encourages listeners to reach out to him directly for more information. Lastly, Chris discusses the value of giving and how it can lead to personal fulfillment and success.




    /////////////
    Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.

    Learn more at https://agency-focus.com/

    • 44 min

Customer Reviews

5.0 out of 5
43 Ratings

43 Ratings

Chris....C ,

Excellent mix of topics and guests

Carey and Lindsay make a great team and create a very comfortable environment as a guest and listener. And, they are assembling a great mix of guests and topics to share with our industry.

SHEARONH ,

One of my favorite listens each week

If you aren’t learning something from this show, you aren’t listening to it right! I love Carey and Lindsay do a phenomenal job on this podcast. The world of M&A and agency marketing can be confusing and get overwhelming, but this podcast has the right mix of energy and knowledge and fun to make it easy to listen! I highly recommend you stop reading this review and hit play right now !! What are you waiting for ?!

Jim_Schubert ,

I took pages of notes!

Carey and Lindsay are a dream team! I took four pages of notes after listening to their episode with Mike Fusco about bots. Highly actionable content!!

Top Podcasts In Business

Private Equity Podcast: Karma School of Business
BluWave
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
From the Ground Up
Inc. Magazine / Panoply

You Might Also Like

The Scratch Agency Podcast
The Scratch Agency Podcast
Unstoppable Profit Podcast Hosted by Mike Stromsoe
Mike Stromsoe
The Insurance Leaders
Ryan Reynolds
Power Producers Podcast
David Carothers
Agency Intelligence: The Insurance Podcast Network
Agency Intelligence
The Insurance Guys Podcast
Scott Howell & Bradley Flowers