Best High Value Client Acquisition Podcasts (2024)

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What are some common pitfalls to avoid when implementing a TeleFunnel | The Insurance Dudes 8:58

6h ago8:58

8:58

Shoot Us A Message! Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you. G…

1
How Does Technology Integrate with Human Touch in TELEFUNNEL SYSTEM | The Insurance Dudes 3:51

2h ago3:51

3:51

Shoot Us A Message! Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolve…

1
What's the role of dialing specialists in a TeleFunnel | The Insurance Dudes 9:25

4h ago9:25

9:25

Shoot Us A Message! In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters…

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From Hours to Value: Transforming Your Pricing Strategy 36:00

3d ago36:00

36:00

Send us a text In this episode of CFO Chronicles: The Secrets Behind Success, we're joined by a special guest, Ryan Shackelford from Shack Accounting. Together, we delve into the critical aspects of pricing strategies for financial professionals. Whether you're transitioning from hourly to monthly pricing models or wondering how to elevate rates fo…

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Outsource or In-House: The Telemarketing Dilemma Solved 5:23

1d ago5:23

5:23

Shoot Us A Message! Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shar…

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Understanding the Dunning-Kruger Effect for Insurance Success 7:35

9d ago7:35

7:35

Shoot Us A Message! Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding lig…

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EP 267: 8 Huge Management Account Mistakes That Could Destroy Your Business 6:13

11d ago6:13

6:13

Don't let simple mistakes in your management accounts jeopardize the future of your business. In this video, I'll walk you through the 8 huge errors that could turn your hard work into a nightmare. Whether you're planning your exit strategy or just want to avoid costly pitfalls, this is a must-watch. ------------------------------------------------…

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Making Smart Decisions with Insurance Lead Generation 7:31

17d ago7:31

7:31

Shoot Us A Message! Craig Pretzinger's journey in the insurance industry has been marked by significant challenges and learning experiences. In the early years of his career, Craig struggled with consistency and faced obstacles in understanding realistic expectations. He invested heavily in innovative yet unproven methods, such as spending six thou…

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From Accountant to Fractional CFO: Charles Leikauf's Blueprint for Success 17:41

24d ago17:41

17:41

Send us a text Join us for an insightful interview with Charles Leikauf, an experienced fractional CFO and founder of Profit Surge, as we delve into the world of fractional CFO services. In this engaging discussion, Charles shares his journey from starting as a fractional CFO in 2017 to now helping accountants and bookkeepers transition to the new …

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Nancy Zare: The LinkedIn Whisperer 1:02:01

12d ago1:02:01

1:02:01

If a picture is worth a thousand words, then what does your LinkedIn profile say about you? Your LinkedIn profile copy, posts and pictures should all be carefully crafted to convey the message you want to give. And so are your prospects’. This gives you a fantastic opportunity to learn more about the person or company that you’re looking to sell in…

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EP 266: Maximise Your Valuation by Mastering Management Accounts 7:55

5d ago7:55

7:55

Discover how to Maximise Your Valuation by Mastering Management Accounts. This will give you absolute clarity when it comes to your business. Getting this wrong can turn a simple audit into a waking nightmare! PDF Companion: https://drive.google.com/file/d/1tvZ1suQk0azU40V38I0SRIm2nVNuA4MR/view?usp=sharing ------------------------------------------…

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What is a telefunnel? ft. Craig AI 6:44

6d ago6:44

6:44

Shoot Us A Message! Hey there, Insurance Dudes listeners! Craig here, flying solo for this episode while Jason is out enjoying some quality camping time. In today's show, we're diving into the concept of the telefunnel - the secret sauce that has helped us grow our agencies in a predictable and profitable way. I'll be breaking down exactly what a t…

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EP 256: 6 Proven Strategies to Find the Perfect Buyer for Your Business 13:45

1M ago13:45

13:45

In this week’s podcast I show you 6 Proven Strategies to Find the Perfect Buyer for Your Business. Start with #6 then use the rest to create demand and drive the price through the roof! PDF Companion: https://drive.google.com/file/d/1KwiUvQYFzzSCy_CKgC9bK3Czkr39eqML/view?usp=sharingBy Dan Bradbury

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The Power of Curiosity: Dr. William Attaway’s Secrets to Effective Sales and Leadership 24:24

1M ago24:24

24:24

Send us a text In our debut episode of CFO Chronicles: The Secrets Behind Success, we sit down with Dr. William Attaway, a renowned executive coach and founder of Catalytic Leadership. With nearly 30 years of experience in coaching and leading teams, Dr. Attaway reveals how mindset, leadership, and productivity are the cornerstones of professional …

1
Julie Thompson-Dredge: Project Yourself! 1:01:31

1M ago1:01:31

1:01:31

Female British Entrepreneurs need to behave like American male founders. With a change in government in the UK, what initiatives should they focus on to help grow the economy through innovation and entrepreneurship? We can either tax our way to prosperity or grow our way to success on the world stage. Or both. Julie Thompson-Dredge, founder of Fram…

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Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2 21:09

21d ago21:09

21:09

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at th…

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Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 1 15:30

23d ago15:30

15:30

Shoot Us A Message! Welcome to another exciting episode of "The Insurance Dudes"! Today, we're thrilled to have the ever-dynamic Jorge Carbonell join our hosts, Jason Feltman and Craig Pretzinger. In this insightful episode, Jorge shares his journey and expertise in building a successful insurance agency, highlighting the importance of hiring the r…

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EP 255: How to Accurately Value Your Small Business (£500k - £10m) 11:10

2M ago11:10

11:10

In this week’s podcast I show you how to accurately value your small business. This method works best for businesses with an annual revenue between £500k and £10m. Go here to get you free valuation: https://danbradbury.co.uk/audit/By Dan Bradbury

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Mike Veitch: Your Digital DNA 23:02

29d ago23:02

23:02

Marketing budgets are increasing, and yet creative spend is decreasing. Clients want more creative for less. This podcast teaches you how to find those efficiencies, using working examples in the retail and B2B sector. My guest is Michael Veitch, ex-Saatchi & Saatchi New Zealand and a seasoned digital master, whose new company OutcomePath helps com…

1
Linking-In with Keith & Natasha: Agencies & "Purpose" 22:36

2M ago22:36

22:36

https://www.linkedin.com/in/natasha-ellard-shoefield-the-hand/ https://www.linkedin.com/in/ukkeithjsmith/ In the news: Parkrun and phone boxes that power cars. Interview with Jayne Noblet of The Collaborators - What does it mean to be a B Corp? How to obtain B Corp status B Corp and the Food and Drink industry How B Corp helps you win new clients S…

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Nick Asbury: The Road to Hell - The corruption of 'purpose'. 1:10:03

2M ago1:10:03

1:10:03

The road to hell is paved with good intentions, says the proverb. Never has that been truer than in the case of corporate purpose, the movement that took over the business and advertising world following the financial crisis of 2008. Nick Asbury, creative writer, corporate purpose critic, poet, songsmith, humorist and author of the new blockbuster …

1
EP 254: The Secrets of Successful Acquisitions 38:37

2M ago38:37

38:37

In this week’s podcast I interview Sam Daughtry about the secrets of successful acquisitions. Sam recently bought a very profitable company doing mid to high 7-figure revenue for only a few hundred thousand pounds. That’s only a few months worth of profit! In this interview he talks about how he did it.…

1
Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 2 15:46

1M ago15:46

15:46

Shoot Us A Message! Welcome to another insightful episode of **The Insurance Dudes**, where Craig Pretzinger and I, Jason Feltman, are joined by the dynamic insurance expert, Matthew Murray. In today's conversation, we dive deep into the often daunting topic of life insurance and final expenses. Matthew shares his profound wisdom on navigating thes…

1
Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 1 22:38

2M ago22:38

22:38

Shoot Us A Message! Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and un…

1
How AI is Transforming Content Creation, Marketing, and Sales PART 2 24:26

2M ago24:26

24:26

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

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Catherine Allison: Teach Yourself to Present 1:19:29

2M ago1:19:29

1:19:29

Discussing the findings of a massive survey of creative agencies and their clients, actor, coach and business presentation guru Catherine Allison gives advice on how to make business presentations, talks, seminars and online meetings fun, engaging, entertaining and most of all, memorable. Catherine uses her extensive career in the spotlight to help…

1
How AI is Transforming Content Creation, Marketing, and Sales PART 1 33:21

3M ago33:21

33:21

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

1
EP 253: 3 Shocking Mistakes Killing Your Sales 7:11

3M ago7:11

7:11

Last week, I walked into a home building expo ready to spend £400,000 with a specific company. I had done my homework, chosen my vendor, and was ready to sign on the dotted line. But instead of securing my business, they lost it. Here's the kicker: they didn't lose it to a better product or a cheaper price. They lost it because of one simple, avoid…

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How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook 10:23

3M ago10:23

10:23

Shoot Us A Message! In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients …

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8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook 13:46

3M ago13:46

13:46

Shoot Us A Message! Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing…

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Paul Feldwick: The Pedlar's Song 1:42:39

3M ago1:42:39

1:42:39

The undeniable link between advertising and entertainment explained by Paul Feldwick, the author of ‘Why Does the Pedlar Sing?’ Paul’s investigation into this subject began a few years ago when he worked in senior planning roles in some of the world’s biggest advertising agencies. As our focus on metrics and data increases, it seems our understandi…

1
ChatGPT Determines Your Insurance Career? 10:16

3M ago10:16

10:16

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in t…

1
EP 252: This Single Decision Doubled His Profit Overnight 7:52

3M ago7:52

7:52

A single decision that was staring him right in the face took this business owner from working 7 days per week down to 2 and DOUBLED his profit overnight. --------------------------------------------------------------------------------- Don't miss your chance to attend this Quarter's CEO Mastermind! https://danbradbury.com/me/ Applications close th…

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AI Takeover? Will You Be Blockbuster or Netflix? 20:58

2M ago20:58

20:58

Shoot Us A Message! Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of a…

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Euan McMorrow: Sounds Profitable 1:23:57

3M ago1:23:57

1:23:57

Retail stores need to do everything they can to entertain and retain their walk-in customers, and on a wider basis, brands are fighting for an increasingly tougher share of their customers' attention. Sound is the new frontier of marketing and AVC Music specializes in matching brands to audio content. Managing Director Euan McMorrow is ex-radio ind…

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Referrals Are the Gravy | Insurance Agency Playbook 12:39

4M ago12:39

12:39

Shoot Us A Message! Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't…

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Insure Tech Specs to Avoid Wrecks | Insurance Agency Playbook 13:59

4M ago13:59

13:59

Shoot Us A Message! Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role…

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EP 251: How He Trebled His Business in a Year 16:37

4M ago16:37

16:37

In this week's podcast, I’m thrilled to share an incredible story about one of my clients who trebled their revenue from 12 to 36 million in just a year! He used a special technique I learned from Dan Kennedy, the godfather of direct marketing. Speaking of Dan, in this podcast I have a special announcement regarding his "secret weapon". -----------…

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Crypto, Eggs, and UVP | Insurance Agency Playbook 10:05

4M ago10:05

10:05

Shoot Us A Message! Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is…

1
Adam Graham: The Power of Positive Thinking 1:00:48

4M ago1:00:48

1:00:48

When times get tough, companies always look to the sales team to help them out. The new business role in agencies is one of the most underfunded and yet entirely necessary responsibilities in creativeland. Adam Graham is one of the people who agencies turn to when they need help with their company's growth. He's got years of experience helping crea…

1
Scaling Your Agency with Intention and Purpose | Insurance Agency Playbook 8:26

4M ago8:26

8:26

Shoot Us A Message! Welcome back to The Insurance Dudes for another episode! The hosts of today's episode, "Scaling Your Agency with Intention and Purpose," Jason Feltman and Craig Pretzinger, will walk you through the crucial tactics for effectively expanding your insurance agency without compromising your basic principles or overworking your staf…

1
Rock Solid Growth: The Strategy Behind a Climbing Empire 17:33

4M ago17:33

17:33

In this week's podcast, Mike Surtees shares the gripping tale of Highball, his thriving indoor climbing center in Norwich. Despite the challenges, including a forced relocation and the pressures of scaling up both physically and financially, Mike's journey is a testament to strategic growth and resilient entrepreneurship. This episode is packed wit…

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David Meikle: Pitch Perfect 1:25:33

4M ago1:25:33

1:25:33

Some incredible agency management advice from David Meikle - former Director of Ogilvy London and Head of Ogilvy Russia. Alongside his role of advising some of the world’s biggest brands and agencies on their strategic marketing advice, he’s the author of two pivotal books –“ How to Buy a Gorilla" and “Tuning Up” which have been helping brands and …

1
Insurance Agency Problem Hacks | Insurance Agency Playbook 9:50

4M ago9:50

9:50

Shoot Us A Message! Welcome to another episode of "The Insurance Dudes," where today we'll be diving into the art of effective problem-solving within insurance agencies. Our guest, Jason Feltman, brings a wealth of experience to unpack strategies that not only streamline agency operations but also empower teams to tackle challenges head-on. Jason e…

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Let’s Fire An Insurance Agent | Insurance Agency Playbook 10:02

4M ago10:02

10:02

Shoot Us A Message! Discover the delicate balance of nurturing a thriving work environment while making the tough calls in our latest episode, where we venture into the art of firing with a heart. Uncomfortable as it may be, saying goodbye to a team member can be a necessary step towards preserving a robust agency culture. We walk you through the i…

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Linking-In with Keith & Natasha: Agency Names 17:03

5M ago17:03

17:03

What's in a name? Does your agency's name influence its destiny? How important is getting your business's name right? It could mean all the difference between winning and losing. Keith and Natasha pour a coffee and muse this proposition with the help of Laura Bent, a co-Director at creative agency CITE, who relates her own personal experience of tr…

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Activate Your Active Listening Activity | Insurance Agency Playbook 6:50

5M ago6:50

6:50

Shoot Us A Message! Are you truly listening or just hearing?👂 Welcome back to another episode with the listening guru Craig Pretzinger! On today's episode Craig talks teaches the techniques to master the powerful art of listening actively. Did you know that people usually retain only around 25% of what they hear? The other 75% of the information ju…

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EP 249: How to Attract Clients Worth 1000x More 32:52

5M ago32:52

32:52

I’ve found the top 20% of clients are often responsible for 80% of revenue and the top 4% of clients are responsible for over 60% of the revenue. This is fascinating, because what it means is these clients were worth almost 1000 times more in profit than the bottom 20% of clients. Follow along with this worksheet download: https://danbradbury.com/i…

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In-And-Out Burger, That's What P&C's All About! | Insurance Agency Playbook 13:23

5M ago13:23

13:23

Shoot Us A Message! The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a golden nugget again! Our newsletter is the map to the hidden gems of insurance mastery. Subscribe Here Ready to Unearth the Goldmine of Internet Leads? Unlock th…

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The Howard Gossage Show - with Steve Harrison & Dave Dye 1:25:37

5M ago1:25:37

1:25:37

Howard Gossage - often dubbed the "Socrates of San Francisco," revolutionised advertising in the 1950s and 60s with his unconventional and humanistic approach. So it took two equally unconventional and humanistic creatives - Steve Harrsion and Dave Dye, to write - no, craft - a book documenting some of the most captivating and exemplary pieces of G…

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High Value Client Acquisition Podcasts

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