Best Carey Wallace Podcasts (2024)

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#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate 38:10

23h ago38:10

38:10

In this episode, Lindsay and Carey Wallace sit down with David E. Foate, an attorney with PFS Law specializing in insurance agency acquisitions. They discuss the key considerations for buyers when acquiring an agency, including financial due diligence, legal considerations, and tax implications. David emphasizes the importance of having a team of a…

1
#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe 35:17

8d ago35:17

35:17

In this episode Carey and Lindsay sit down with Adam Bowe, Founder of Cake, to chat about how this platform brings an innovative solution to buying and selling insurance agencies. The conversation explores the platform's features, the buyer and seller experience, and the impact of the hard market on Cake's adoption. Visit https://www.haveyourcake.c…

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#74 - Deciding to Sell the Agency w/ Matt Crismore 35:02

15d ago35:02

35:02

In this episode Carey and Lindsay sit down with Matt Chrismore of The Crismore Agency as he shares his experience of selling his agency after owning it for four years. The decision to sell his agency was made to simplify his life, leverage resources, and focus on what he enjoys most—talking to clients and providing the best insurance value. Matt em…

1
#73 - Video is a Game Changer w/ Chris Langille 37:47

22d ago37:47

37:47

In this episode Carey and Lindsay sit down with Chris Langille, Founder of Advisor Evolved to talk about the importance of branding and the use of video content to enhance brand presence. Chris gives advice to agencies who may be struggling to create engaging content and gives examples of the way he humanizes his approach to branding. This episode …

1
#72 - Business Partnerships: Lessons Learned w/ Grant Weber 35:56

1M ago35:56

35:56

In this episode Carey and Lindsay sit down with Grant Weber, President of TruSummit Insurance Solutions to talk about the entrepreneurship, partnerships, and the challenges of business ownership. Grant shares his personal experiences and lessons learned, offering valuable advice for those considering partnerships. He emphasizes the importance of cl…

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#71 - Could Data Change the Acquisition Space w/ David Watson 37:37

1M ago37:37

37:37

In this episode, Carey and Lindsay are joined by David Watson from RiskAdvisor to talk about the impact of data on agency operations and acquisitions. The conversation covers the topic of RiskAdvisor's functionality, and explores the efficiency and value of capturing and leveraging data, as well as the potential for data-driven decision-making in a…

1
#70 - Launching Trusted Risk Advisor Status 33:54

1M ago33:54

33:54

In this episode, Lindsay and Carey sit down with Elliot Bassett, the president of Ellerbrock-Norris and co-founder of Rocketship Ventures. They discuss Elliot's journey in the insurance industry and the development of Launch, a software platform designed to help insurance agencies become trusted advisors to their clients providing a roadmap to assi…

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#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen 36:27

2M ago36:27

36:27

In this episode, Lindsay and Carey are joined by Meg McKean to discuss imposter syndrome, knowing your worth, and redefining success. They explore the challenges and doubts that come with pursuing a non-traditional career path, the importance of embracing your own journey, and the power of vulnerability and authenticity. Meg shares her own experien…

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#68 - Family First w/ Olivia Schmitt 33:09

2M ago33:09

33:09

In this episode, Lindsay and Carey sit down with Olivia Schmitt from Vertafore to talk about personal and professional growth in the insurance industry. Covering various topics, including their love for family and dogs, the importance of having a mentor, and redefining success in different areas of life. Olivia shares her experience transitioning f…

1
#67 - Investing in the Right Tools w/ Kevin Panter 37:16

2M ago37:16

37:16

In this episode, Lindsay and Carey sit down with Kevin Panter, the owner of Kevin Panter Insurance and a founding member of Southeastern Network Agencies (SNA) to discuss the importance of technology and learning from failure. Kevin emphasizes the importance of hiring the right people, partnering with the right companies, and investing in technolog…

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#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver 42:36

2M ago42:36

42:36

In this episode, Carey and Lindsay sit down with Jennifer Weaver, a lawyer at Manning Fulton & Skinner, P.A., who specializes in insurance industry litigation, to discuss the recent ruling by the FTC banning non-compete clauses in employment contracts. She explains that non-competes are agreements between employers and employees that prevent the em…

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#65 - Playing the Long Game w/ Jimi Honochick 32:53

3M ago32:53

32:53

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 tran…

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#64 - From Doctor to Insurance Agent w/ Jacob Eisenrich 35:02

3M ago35:02

35:02

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-dr…

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#63 - The Truth about Selling Your Agency w/ Matt Naimoli 35:04

3M ago35:04

35:04

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…

1
#62 - Marketing 101 w/ Daniel Smith 36:54

3M ago36:54

36:54

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 i…

1
#61 - In Memory of Bobby Salmon 40:48

4M ago40:48

40:48

🕊 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 …

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#60 - Reflecting on Failures w/ Chris Paradiso 44:11

4M ago44:11

44:11

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 rel…

1
#59 - Owning Your Niche w/ Clinton Orr 33:12

4M ago33:12

33:12

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 com…

1
#58 - Navigating Partnerships w/ Chris May 34:07

4M ago34:07

34:07

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 emphasi…

1
#57 - Planning for Ownership Transfers w/ Erik Garcia 40:53

5M ago40:53

40:53

In the third episode of the series, Carey and Lindsay sit down with Erik Garcia from Plan Wisely to talk about the financial challenges and considerations of ownership transfers in independent insurance agencies. Discussing the importance of emotional and financial readiness, setting clear boundaries, and planning for retirement and succession. The…

1
#56 - Financial Planning for Agency Owners w/ Erik Garcia 35:11

5M ago35:11

35:11

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 o…

1
#55 - Financially Preparing for Ownership w/ Erik Garcia 36:43

5M ago36:43

36:43

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 disc…

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#54 - Selling the Family Legacy w/ Christos Provistalis 32:04

5M ago32:04

32:04

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 t…

1
#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares 37:12

5M ago37:12

37:12

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 th…

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#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie 36:26

6M ago36:26

36:26

In this episode, Carey and Lindsay sit down with Michael McCormick and Taylor Dobbie, founders of Insurance Soup, a Facebook group revolutionizing agent collaboration. Join the conversation as they discuss breaking down industry silos, creating a safe space for agent-to-agent learning and growth, and pushing each other to excel. Discover how Insura…

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#51 - Finding Your Staff's Right Seat w/ Missy Stallings 32:03

6M ago32:03

32:03

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 a…

1
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat 34:16

6M ago34:16

34:16

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 conv…

1
#49 - Optimizing AI w/ CJ Hutsenpiller 32:23

6M ago32:23

32:23

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 …

1
#48 - Back to Sales Basics w/ Billy Williams 39:02

7M ago39:02

39:02

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. This epi…

1
#47 - Double Your Manpower & Cut Your Costs w/ Austin Moorehead 34:56

7M ago34:56

34:56

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'…

1
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss 33:04

7M ago33:04

33:04

In this episode Carey and Lindsay sit down with Morgan Harriss from Live Oak Bank to talk about financing acquisitions, buyer considerations and the market shift impact on M&A. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agent…

1
#45 - Beginners Guide to Acquisitions w/ Rob Bowen 37:29

7M ago37:29

37:29

In this episode, Carey and Lindsay sit down with Rob Bowen from Patriotic Insurance Group to talk about the recent process he wen through of acquiring an insurance agency. They discuss the importance of getting your own agency in order before considering acquisitions, the red flags to look out for when evaluating potential agencies to buy, and the …

1
Claims Suck But Brownies Don't With Jeremy Powers 32:42

7M ago32:42

32:42

Join Ryan as he sits down with Jeremy Powers of Powers Insurance Experts as they discuss various topics that all revolve around what Jeremy calls "loving people." Today, connecting with people and engaging deeper with clients, the community, and your team has never been more important. Join us as Ryan and Jeremy dive deep into some great community …

1
#44 - Automation: The Power of Time w/ Casey Nelson 34:56

8M ago34:56

34:56

In this episode Carey and Lindsay sit down with Casey Nelson from Stakwise to talk about how automation can give your agency back valuable time, help build processes and expectations with your customers. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of …

1
#43 - The Internship of Buying an Agency w/ Lisa Hengel 28:02

8M ago28:02

28:02

In this episode, Carey and Lindsay sit down with Lisa Hengel from Willow Wood Insurance Agency to talk about her journey buying an agency, or as she calls it, her 'internship.' We delve into the real-world lessons she learned, what it was like bringing a new team member on board, and how she stumbled upon the two agencies she now owns. This episode…

1
Creating Social Cred with Taylor Dobbie & Michael McCormick 45:05

8M ago45:05

45:05

Join us in this exciting episode as Ryan joins Michael McCormick and Taylor Dobbie, the founders of Insurance Soup, one of the most successful insurance Facebook groups who have demonstrated their ability to give back to the industry as a whole in massive ways. They founded Soup Live, Career Insurance Agents (CIA), and several other insurance-speci…

1
#42 - Generations of Teaching w/ Christy & Chasity Ross 37:35

8M ago37:35

37:35

In this episode Carey and Lindsay sit down with Mother and Daughter Duo Christy & Chasity Ross from Cecil A. Ross Investment & Insurance Group to talk about how they are utilizing technology in their multi-generational family agency, what training looks like, and their take on how being a family agency gives you an edge on a hard market. This episo…

1
From Family Agency To Scratch Agent with Stephen Turnbull 42:38

8M ago42:38

42:38

Join Ryan as he sits down in this heartfelt and sober exchange with Stephen Turnbull of T5 Insurance out of Clinton, NY. Stephen describes leaving a 101-year-old family agency for the discomfort of starting a scratch agency. While he is only 17 months in, and despite the hard market he has encountered, Stephen has committed himself to being involve…

1
#41 - Steady Process Progress w/ Thomas Mann 36:39

8M ago36:39

36:39

In this episode, Carey and Lindsay sit down with Thomas Mann from Aureus Analytics to discuss agency data, the utilization of predictive processes for safeguarding your human capital, and the technological strategies employed by agencies. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of busin…

1
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino 38:14

8M ago38:14

38:14

In this episode, Carey and Lindsay sit down with Keith Savino, Managing Partner at PCF Insurance Services, to discuss navigating M&A decisions, keeping 'the point of sale' in mind after 'the point of sale,' and the transformation that occurs when you begin to view your agency as a business rather than just a lifestyle. This episode is brought to yo…

1
Marketing Lessons From Nicholas Ayers 49:46

9M ago49:46

49:46

In this episode, Ryan introduces Nicholas Ayers, Chief Marketing Officer at Better Agency and an expert in the independent insurance industry's technological advancements. They discuss the evolution of technology in the space and its impact on agency owners, staff, and operations. Nick's influence can be seen in companies like Vertafore and Hawksof…

1
#39 - Funding the Sale w/ Mike Wagar 35:59

9M ago35:59

35:59

In this episode, Carey and Lindsay sit down with Mike Wagar from Westfield Bank to talk about what goes into buying an agency from a banker's perspective, how agencies are positioning themselves for success, and what a couple of the different options are. This episode is brought to you by Cake, connecting independent insurance agents looking to sel…

1
Bold Moves with Patrick McBride! 46:41

9M ago46:41

46:41

In our latest episode of The Insurance Leaders, we sat down with the incredible Patrick McBride of The McBride Agency in Dixon, IL, and WOW, what a story! Patrick made a daring leap, leaving his secure role as a captive agent with Farmers Insurance to chart his path as an independent agency owner. But here's the twist - 18 months later, after not t…

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#38 - Breaking Down Data w/ Pat West 37:07

9M ago37:07

37:07

In this episode, Carey and Lindsay sit down with Pat West from B Atomic to break down the true meaning of "data-driven," the significance of prioritizing your agency's data, and how B Atomic can support you on your data-driven journey. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business…

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Understanding Who You Are With James Jenkins 52:59

9M ago52:59

52:59

Get ready for an electrifying podcast episode! Join us as we sit down with the dynamic James Jenkins, the driving force behind RiskWell in McKinney, TX. In this thrilling yet very different episode, we dive deep into a variety of riveting topics, including James's brand-new book, "Leaving Captivity." You won't want to miss the passion and expertise…

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#37 - Agency Mergers: Cash to Bots w/ Angela Trimble 32:38

9M ago32:38

32:38

In this episode, Carey and Lindsay sit down with Angela Trimble, owner of TrustPoint Insurance & Real Estate, to discuss the dynamic journey of owning an agency with a partner, merging acquired agencies, and navigating the ensuing challenges. This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of b…

1
Unveiling the Secrets of Culture and Marketing With Anson Ross Thompson 39:21

9M ago39:21

39:21

Join Ryan Reynolds as he sits down with Anson Ross Thompson of The Thompson Group. In this engaging episode, Anson takes us on a jounry through his distinctive business approach, his innovative company culture and his unique marketing stragegies. Anson along wtih his wife, Jenny, own the thriving agency that opperates in 27 states with locations in…

1
#36 - Pivot to Success w/ Nicole Ostrander 26:42

9M ago26:42

26:42

In this episode Carey and Lindsay sit down with Nicole Ostander from Vault Insurance & Risk Management to talk about how her agency has pivoted their way through the hard market so far, their experience going through a name and branding change, and how she makes sure her staff are in the right seats for their skills. This episode is brought to you …

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Unlocking Mental Health Mastery in Today's Market with Dr. Tom Kimball 48:36

10M ago48:36

48:36

Get ready for an electrifying episode of mental health mastery! Join your host, Ryan Reynolds, as he teams up with the brilliant Dr. Tom Kimball, PH.D., LMFT, to delve deep into the world of mental well-being. In this dynamic discussion, we're about to unearth the secrets to managing your mental health amid these challenging times. Key Highlights: …

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#35 - The Building Process w/ Daniel Rohrbaugh 39:24

10M ago39:24

39:24

In this episode, Carey and Lindsay sit down with Daniel Rohrbaugh, President of Raleigh Insurance Group, to discuss his journey in growing his scratch agency, staff expansion decisions, his strategy for choosing the right network, and the role of industry involvement in his success. This episode is brought to you by Cake, connecting independent ins…

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