#56 - Financial Planning for Agency Owners w/ Erik Garcia
Insurance Refocused
by Lindsay & Carey Wallace
16h ago
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
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#55 - Financially Preparing for Ownership w/ Erik Garcia
Insurance Refocused
by Lindsay & Carey Wallace
1w ago
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
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#54 - Selling the Family Legacy w/ Christos Provistalis
Insurance Refocused
by Lindsay & Carey Wallace
2w ago
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
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#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares
Insurance Refocused
by Lindsay & Carey Wallace
3w ago
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
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#51 - Finding Your Staff's Right Seat w/ Missy Stallings
Insurance Refocused
by Lindsay & Carey Wallace
1M ago
In this episode, Carey and Lindsay sit down with Missy Stallings, owner of Stallings Insurance Agency, as she shares her journey in the insurance industry and how she navigated challenges such as long commutes and starting her agency during a recession. She discusses the importance of mindset and how she draws inspiration from Tony Robbins. Missy also talks about the use of tools like Culture Index and Traction to improve her agency's performance and create a vision for the future. She emphasizes the significance of building strong relationships and becoming on the referral list for her client ..read more
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#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
Insurance Refocused
by Lindsay & Carey Wallace
1M ago
In this episode, Lindsay and Carey sit down with George V. Pilat, a partner at Gertzberg, Lakata law firm. George has extensive experience working with insurance agents and agencies, particularly in M&A transactions. He provides legal services related to errors and omissions defense, coverage analysis, administrative proceedings, and more. The conversation covers topics such as non-compete and non-solicit agreements, the importance of understanding insurance contracts in M&A transactions, and the pitfalls of partial ownership of a book of business. George emphasizes the need for agents ..read more
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#49 - Optimizing AI w/ CJ Hutsenpiller
Insurance Refocused
by Lindsay & Carey Wallace
1M ago
In this episode, Lindsay and Carey sit down with CJ Hutsenpiller, a Private Client Advisor at Hutsenpiller Insurance, Co-owner of CAC and TacoBot. They discuss the implementation of AI in insurance agencies and the various ways it can be used, such as content creation, personal AI training tools, and accounting reconciliation. CJ also explains the difference between TacoBot and ChatGPT, highlighting their respective functionalities. The conversation also touches on the cautionary use of AI and the importance of transparency in transitioning to ownership of a family agency.  ..read more
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Optimizing AI w/ CJ Hutsenpiller
Insurance Refocused
by Lindsay & Carey Wallace
1M ago
In this episode, Lindsay and Carey sit down with CJ Hutsenpiller, a Private Client Advisor at Hutsenpiller Insurance, Co-owner of CAC and TacoBot. They discuss the implementation of AI in insurance agencies and the various ways it can be used, such as content creation, personal AI training tools, and accounting reconciliation. CJ also explains the difference between TacoBot and ChatGPT, highlighting their respective functionalities. The conversation also touches on the cautionary use of AI and the importance of transparency in transitioning to ownership of a family agency.  ..read more
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#48 - Back to Sales Basics w/ Billy Williams
Insurance Refocused
by Lindsay & Carey Wallace
2M ago
In this episode Carey and Lindsay sit down with Dr. Billy Williams, an expert in insurance sales, shares his insights on the biggest misconception in sales and the role of technology in the industry. He emphasizes the importance of scripts and templates in effective communication and provides practical advice on creating an elevator pitch.  ///////////// SPONSORS Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier payables. Book a demo at https://www.useascend.com/insurancerefocused Agency VA is the solut ..read more
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#47 - Double Your Manpower & Cut Your Costs w/ Austin Moorehead
Insurance Refocused
by Lindsay & Carey Wallace
2M ago
In this episode, Carey and Lindsay sit down with Austin Moorhead from LAVA Automation to discuss how integrating sales and marketing into your agency can double your manpower and cut costs. Learn about the crucial roles that Virtual Assistants and CRM systems play in achieving this efficiency boost. Tune in for insights into optimizing your agency's operations and maximizing productivity through strategic sales and marketing integration. ///////////// SPONSORS Ascend is one of the fastest-growing insurance payment solutions that do it all: invoicing, premium financing, accounting, and carrier ..read more
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