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 o ..read more

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 underst ..read more

? 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 ..read more

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, Ch ..read more

In this episode, Carey and Lindsay sit down with Clinton Orr, an insurance agent and partner at iProtect Insurance. Clinton shares his journey in the insurance industry, starting from his background in real estate and his transition to insurance. He discusses the importance of finding a niche and building a book of business, particularly in the commercial lines market. Clinton also talks about his pathway to ownership and the dynamics of his partnership with Scott Howell. He emphasizes the need for humility, patience, and self-awareness in becoming a successful business owner. Clinton offers a ..read more

In this conversation, Chris May shares his experience of starting his own insurance agency and navigating a partnership. The conversation covers topics such as getting started in the insurance industry, the decision to start a partnership, the importance of clear communication and expectations, and the process of ending a partnership. Chris emphasizes the need for honesty, open communication, and understanding each partner's strengths and weaknesses. He also provides advice for those considering a partnership, including the importance of setting clear goals and structuring the business effecti ..read more

In this episode, Carey and Lindsay sit down with Eric Garcia from Plan Wisely to discuss the financial planning considerations for agency owners. They cover topics such as starting an agency from scratch, being careful who you take cues from, aligning personal and business finances, and creating cash flow and equity. They emphasize the importance of making disciplined decisions, seeking guidance, and building liquidity. The conversation highlights the need for agency owners to have a team of professionals to help them make informed financial decisions. Overall, the conversation provides valuab ..read more

In this episode, Carey and Lindsay sit down with Erik Garcia, owner of Garcia Insurance Services and Plan Wisely, to discuss how future owners can set themselves up for success with preparing their personal finances for ownership.  Erik emphasizes the need to start with a clear purpose and align financial decisions with personal values. He also discusses the importance of saving, managing spending, and avoiding common mistakes. Erik concludes by emphasizing the value of making decisions and taking action, and provides contact information for further assistance. ///////////// Agency Focus ..read more

In this episode, Carey Wallace and Lindsay sit down with Christos Provistalis about the recent sale of his family's business, Pleasant Pizza. They discuss the history of the business, the decision to sell, and the emotional impact of letting go. Christos shares how his family announced the sale to their staff and the community's response. He also talks about the future plans for each family member and his own speaking and workshop endeavors. The conversation highlights the importance of customer experience and communication in business. ///////////// Agency Focus is the premier resource for ..read more

In this episode, Carey and Lindsay sit down with Patty and Vanessa Lares to discuss how mother-daughter duos are revolutionizing the insurance industry. Breaking gender stereotypes, they unveil the secret ingredients for building a successful multi-generational agency, emphasizing how consistency, dedication, and proactive referral requests fuel their agency's growth. Vanessa shares her experience, highlighting the power of community involvement and events as potent marketing tools. Tune in to uncover the essentials for starting an agency—self-belief, hard work, and a commitment to personal an ..read more