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Lindsay Wallace

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Insurance RefocusedInsurance Refocused#132 - AI’s Tidal Wave in Insurance Industry w/ Justin ThomasIn this episode, Carey and Lindsay Wallace sit down with Justin Thomas, CEO of YourPolicy Insurance Agency, to discuss the evolving landscape of the insurance industry, particularly about the impact of AI. Justin shares his journey into insurance, the challenges and opportunities presented by AI, and the importance of adapting to change. The discussion emphasizes the need for agencies to prepare their data and workflows for the future, while also highlighting the importance of maintaining strong client relationships in the face of technological advancements.///////////// Agency Focus is the premier resource for agents to understand their...2025-08-0532 minInsurance RefocusedInsurance Refocused#130 - Producer Compensation in Independent Insurance AgenciesIn this episode, Lindsay and Carey Wallace discuss the complexities of employee compensation in insurance agencies. They explore various compensation models, the importance of aligning compensation with agency goals, and the challenges of merging different structures. The conversation emphasizes the need for accurate data and the significance of communication and transparency in fostering trust and loyalty among employees. They also highlight the importance of giving agencies time to transition their compensation structures as they grow.///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and...2025-07-2220 minInsurance RefocusedInsurance Refocused#107 - The Future of Remote Work w/ Jim SchubertIn this episode, Lindsay and Carey Wallace, sit down with Jim Schubert, owner of Southern States Insurance, Inc. to explore the dynamics of remote work, the role of virtual assistants in agencies, the impact of employee retention on agency success and the implementation of the Entrepreneurial Operating System (EOS) as a framework for organizational structure and growth. ///////////// 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/ 2025-02-1140 minInsurance RefocusedInsurance Refocused#106 - Supporting Sales in the Insurance Industry w/ Karl SherrillIn this episode, Lindsay and Carey Wallace sit down with Karl Sherrill to discuss the importance of sales training and the dynamics of agency transitions. Karl shares his personal journey into the insurance world, emphasizing the potential for growth and success within the industry. The discussion also highlights the need for a supportive sales culture and the optimism surrounding the future of independent insurance agencies.///////////// 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...2025-02-0431 minInsurance RefocusedInsurance Refocused#105 - Family Agency Ownership Transition w/ Jordan PilandIn this episode Lindsay and Carey Wallace sit down with Jordan Piland, President at Lewis and Wallace Associates, Inc, who shares his journey from working at IBM to the insurance industry at a family agency. We dive deep into a discussion of the challenges and triumphs of working in a family agency, the importance collaboration and open communication, and the timeline of Jordan's transition to ownership within the agency. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and p...2025-01-2842 minInsurance RefocusedInsurance Refocused#104 - Starting From Scratch w/ Charles McDadeIn this episode, Lindsay and Carey Wallace sit down with Charles McDade, Agency Owner at McDade Insurance, to discuss building an agency from scratch from an entrepreneurial perspective. The conversation covers the importance of relationships, the lessons learned from entrepreneurship, and the significance of context in receiving advice. Charles also hits on the top key decisions that agency owners should focus on, including choosing the right MGA for you, understanding financial metrics, and the significance of asking the right questions to foster successful partnerships.///////////// Agency Focus is the premier resource for agents to understand their...2025-01-2147 minInsurance RefocusedInsurance Refocused#99 - Creating an Internship Program w/ Andrew DarlingtonIn this episode, Lindsay and Carey Wallace sit down with Andrew Darlington from Veritas Insurance to chat through how he manages his internship program. THe conversation explores how internship programs can be used to attract young talent, the responsibilities of mentoring interns, and the value of real-world experience. The discussion emphasizes the need for structured internship programs that focus on project-based learning, allowing interns to engage meaningfully while contributing to agency growth. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and p...2024-12-1736 minThe Safety GambitThe Safety GambitSustainability: People, Planet and Purpose (with Terri Wallace)On episode 53 of The Safety Gambit podcast, Lindsay is joined by Terri Wallace, CEO and Founder at ESGineering), to explore the sustainability of humans and businesses.In this episode, we cover:How sustainability connects to employee well-being.Why people, not businesses, are the drivers of change.How the pandemic really clarified what it is we value.Meeting the needs of the present without compromising the needs of the future.Taking care of the planet as a business owner.What Is ESG: Environmental Social Governance? And so much more!Connect with Terri on LinkedIn. Learn more a...2024-12-1250 minInsurance RefocusedInsurance Refocused#97 - Project 55: Empowering Mental Health Awareness w/ Justin Goodman & Brenden CorrIn this episode, Lindsay and Carey Wallace sit down with Brenden Corr & Justin Goodman to chat about Project 55, an initiative aimed at providing resources and support for mental health in the insurance industry. Project 55's mission is to educate, empower, and equip individuals with the tools necessary to support mental health in their communities.Check it out here: https://project55.org////////////// 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...2024-12-0339 minInsurance RefocusedInsurance Refocused#95 - What Even Is a Valuation Report Anyways w/ Carey & LindsayIn this episode, Lindsay and Carey Wallace answer the question "What even is a valuation report anyways?" and break down what a valuation report really is, why understanding your agency’s worth is crucial, and the key components that make up an accurate valuation. The discussion highlights how regular valuations serve as a vital health check for agencies, the essential data you’ll need, and the role subjectivity plays in these reports. They wrap up with practical insights on how knowing your agency's strengths and weaknesses can impact your valuation strategy.///////////// Agency Focus is t...2024-11-1931 minInsurance RefocusedInsurance Refocused#94 - Solving the People Problem w/ Billy WagnerIn this episode, Carey and Lindsay Wallace sit down with Billy Wagner to explore the transition from being an operator to a CEO, emphasizing the importance of building a high-performance team and solving the people problem. Billy shares insights on creating a strong agency culture, the significance of continuous improvement, and the necessity of having the right people in the organization to drive success. Billy shares his how letting go of daily responsibilities to focus on strategic growth, defining a clear purpose for the agency, and creating a positive work environment that resonates with younger generations. 2024-11-1242 minInsurance RefocusedInsurance Refocused#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike StrakhovIn this episode, Lindsay and Carey Wallace sit down with Mike Wagar and Mike Strakhov from Westfield Bank, to discuss the dynamics of the insurance lending market. They explore the current state of the market, predictions for 2024 and 2025, and strategies for independent agents looking to grow through acquisitions. ///////////// 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/ 2024-11-0535 minInsurance RefocusedInsurance Refocused#92 - Increasing Your Agencies ValuationIn this co-hosted solo episode, Lindsay and Carey Wallace dive into key strategies for boosting the valuation and overall value of an insurance agency. They cover essential topics like preparation, defining a niche, improving efficiency, leveraging technology, maximizing carrier relationships, and driving strategic growth through acquisitions. Emphasizing the importance of having a clear plan, understanding financials, and documenting processes, this episode offers actionable insights for enhancing agency profitability and long-term value.///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare...2024-10-2933 minLiftingLindsay\'s More Than FitnessLiftingLindsay's More Than FitnessPregnancy and Fitness: What’s Safe and What’s Not? With Sheridan WallaceFollow Lindsay at @liftinglindsay on Instagram.Follow Sheridan on Instagram @sheridanskyefitMargie Davenport, PhD / https://x.com/ExercisePregTopics:Click HERE to join! 4x a week training and 3x a week with at home alternatives too!My Community BeStrong provides both Training programs and help with recipes and MEAL PLANNING!!! Making it easier than ever to hit your goals!!!Membership gives you access to….Training App with dozens of programs to choose from.MEAL PLANS w/ Yummy recipes!Courses : Learn Step Away from Tracking and Min...2024-09-301h 19Insurance RefocusedInsurance Refocused#86 - Inside the Acquisition: 7-Month Reflection w/ Rob BowenIn this episode, Lindsay and Carey Wallace sit down with Rob Bowen, the owner of Patriotic Insurance Group, about his first seven months post acquisition. They discuss the process of getting on an approved buyer's list, the challenges of acquiring a paper-based agency and the challenges and lessons learned during the transition period, such as data import, technology implementation, and cultural adjustments. ///////////// 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/ 2024-09-1747 minInsurance RefocusedInsurance Refocused#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. FoateIn 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 advisors, including legal counsel, financial advisors, and tax specialists, to navigate the complex process. They also highlight the need for clear communication and negotiation during the deal-making process, as well as the importance of trust and realistic expectations.///////////// Agency Focus...2024-07-0938 minInsurance TownInsurance TownLindsay Wallace- telling her story of making an immediate impact in her young careerThis week in Insurance Town, The mayor gets an opportunity to sit down and enjoy an awesome conversation with his good buddy and insurance sister Lindsay Wallace of Indium. The Mayor just wanted you guys to hear her story. in this episode, we get personal with Lindsay. She shares about her recent engagement and her fiancé Patrick's adventurous climb up Kilimanjaro. We also discuss her career trajectory, from working with the Big I of North Carolina to her current role at Indium. Lindsay's passion for insurance and making a difference is palpable, and her story is a testament to t...2024-07-041h 03Insurance RefocusedInsurance Refocused#67 - Investing in the Right Tools w/ Kevin PanterIn 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 technology to enhance agency operations.///////////// 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/ 2024-05-0737 minMake Sense with Lindsay Tabas, The Lady EngineerMake Sense with Lindsay Tabas, The Lady EngineerLeveraging Music and AI: Technology's Role In Improving Mental Health with Dr. Brian E. WallaceOn this week’s episode of Make Sense, I sit down with Dr. Brian Wallace to discuss explores the role of technology in addressing mental health issues, particularly in underserved communities and children. We touch on the future of mental health, including virtual care, remote monitoring, the integration of AI in therapy, evidence-based interventions and the potential of technology to improve mental health outcomes. Dr. Wallace highlights the importance of personalized care and engagement, especially for children, and the potential for technology to optimize workflows and improve mental health outcomes. He introduces us to hi...2024-04-3052 minInsurance RefocusedInsurance Refocused#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer WeaverIn 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 employee from working for a competitor during or after employment. The FTC's ruling prohibits employers from entering into or enforcing non-compete clauses with employees, independent contractors, and other workers. However, there is a narrow exception for non-competes with senior executives earning over $150,000 a year. Jennifer advises employers...2024-04-3042 minInsurance RefocusedInsurance Refocused#65 - Playing the Long Game w/ Jimi HonochickIn 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/ 2024-04-2332 minInsurance RefocusedInsurance Refocused#64 - From Doctor to Insurance Agent w/ Jacob EisenrichIn 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...2024-04-1635 minInsurance RefocusedInsurance Refocused#63 - The Truth about Selling Your Agency w/ Matt NaimoliIn 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...2024-04-0935 minInsurance RefocusedInsurance Refocused#62 - Marketing 101 w/ Daniel SmithIn 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.2024-04-0236 minInsurance RefocusedInsurance Refocused#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...2024-03-2640 minInsurance RefocusedInsurance Refocused#60 - Reflecting on Failures w/ Chris ParadisoIn 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...2024-03-1944 minInsurance RefocusedInsurance Refocused#59 - Owning Your Niche w/ Clinton OrrIn 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 advice for approaching the subject of...2024-03-1233 minInsurance RefocusedInsurance Refocused#57 - Planning for Ownership Transfers w/ Erik GarciaIn 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. They emphasize early conversations and proper planning to avoid unintended consequences and regrets. The impact of taxes on business transition is also explored, along with the role of a financial planner in navigating these complexities. Overall, the conversation highlights the importance of understanding both the personal and financial aspects...2024-02-2740 minInsurance RefocusedInsurance Refocused#56 - Financial Planning for Agency Owners w/ Erik GarciaIn 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 valuable insights for agency owners at different stages of their...2024-02-2035 minInsurance RefocusedInsurance Refocused#55 - Financially Preparing for Ownership w/ Erik GarciaIn 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 is the premier resource for agents to u...2024-02-1336 minInsurance RefocusedInsurance Refocused#54 - Selling the Family Legacy w/ Christos ProvistalisIn 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 agents...2024-02-0632 minInsurance RefocusedInsurance Refocused#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa LaresIn 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 and professional growth.///////////// Agency Focus is the premier resource for agents to un...2024-01-3037 minInsurance RefocusedInsurance Refocused#52 - Agents Learning From Agents w/ Michael McCormick & Taylor DobbieIn 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 Insurance Soup is transforming the landscape of agent relationships online and in person. ///////////// Agency Focus is the premier resource for agents t...2024-01-2336 minInsurance RefocusedInsurance Refocused#51 - Finding Your Staff's Right Seat w/ Missy StallingsIn 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 clients. Missy reflects...2024-01-1632 minInsurance RefocusedInsurance Refocused#50 - A Lawyers Perspective on Buying/Selling w/ George PilatIn 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 to involve a lawyer early in the process and obtain a proper...2024-01-0934 minInsurance RefocusedInsurance Refocused#49 - Optimizing AI w/ CJ HutsenpillerIn 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. ///////////// Agency Focus is the premier resource for agents t...2024-01-0232 minInsurance RefocusedInsurance Refocused#48 - Back to Sales Basics w/ Billy WilliamsIn 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. ///////////// 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/ 2023-12-2739 minInsurance RefocusedInsurance Refocused#47 - Double Your Manpower & Cut Your Costs w/ Austin MooreheadIn 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.///////////// 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...2023-12-1934 minInsurance RefocusedInsurance Refocused#46 - Bankers' Mindset in Acquisitions w/ Morgan HarrissIn 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. ///////////// 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/ 2023-12-1233 minInsurance RefocusedInsurance Refocused#45 - Beginners Guide to Acquisitions w/ Rob BowenIn 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 challenges of integrating paper-based agencies into a technology-driven environment.///////////// 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...2023-12-0537 minInsurance RefocusedInsurance Refocused#44 - Automation: The Power of Time w/ Casey NelsonIn 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. ///////////// 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/ 2023-11-2834 minInsurance RefocusedInsurance Refocused#43 - The Internship of Buying an Agency w/ Lisa HengelIn 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.///////////// 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/ 2023-11-2128 minInsurance RefocusedInsurance Refocused#42 - Generations of Teaching w/ Christy & Chasity RossIn 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. ///////////// 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/ 2023-11-1437 minInsurance RefocusedInsurance Refocused#41 - Steady Process Progress w/ Thomas MannIn 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.///////////// 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/ 2023-11-0736 minInsurance RefocusedInsurance Refocused#40 - M&A is a Bullet Point on the Journey w/ Keith SavinoIn 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.///////////// 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/ 2023-10-3138 minInsurance RefocusedInsurance Refocused#39 - Funding the Sale w/ Mike WagarIn 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.///////////// 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/ 2023-10-2435 minInsurance RefocusedInsurance Refocused#38 - Breaking Down Data w/ Pat WestIn 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.///////////// 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/ 2023-10-1737 minInsurance RefocusedInsurance Refocused#37 - Agency Mergers: Cash to Bots w/ Angela TrimbleIn 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.///////////// 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/ 2023-10-1032 minInsurance RefocusedInsurance Refocused#36 - Pivot to Success w/ Nicole OstranderIn 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. ///////////// 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/ 2023-10-0326 minInsurance RefocusedInsurance Refocused#35 - The Building Process w/ Daniel RohrbaughIn 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.///////////// 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/ 2023-09-2639 minInsurance RefocusedInsurance Refocused#34 - Craving Connection w/ Mike CrowleyIn this episode Carey and Lindsay sit down with Mike Crowley from Crowley Insurance to talk about how his agency creates the connections that customers are craving, what it's like to innovate in a generational family agency, and how to take action to ideas you learned at a conference. ///////////// 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/ 2023-09-1937 minInsurance RefocusedInsurance Refocused#33 - Like Mother Like Daughter w/ Teresa and Kaleigh KitchensIn this episode, Carey and Lindsay sit down with another mother-daughter duo, Teresa Kitchens, owner of Sterling Insurance, and her daughter Kaleigh Kitchens, Risk Management Specialist and Account Executive at Sterling Insurance. The four talk about onboarding a family member to an existing agency, how it impacts the agency's culture, and what it takes to maintain healthy family relationships in the workplace. ///////////// 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/ 2023-09-1236 minInsurance RefocusedInsurance Refocused#32 - Habits & Relationships w/ Terren MooreIn this episode Carey and Lindsay sit down with Terren Moore to talk about how opening his own farm at 15 led him to open his own insurance agency, how he stays focused while balancing the two companies, and how relationships have helped both his farm and 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/ 2023-09-0535 minInsurance RefocusedInsurance Refocused#31 - Influencing Culture w/ Emmanuel OsuyahIn this episode Carey and Lindsay sit down with Emmanuel Osuyah from Alpha Direct Agency, LLC to talk about his philosophy behind his agency's culture, how remote work fits into it, and the road that got them to having a waiting list for future employees! ///////////// 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/ 2023-08-2942 minInsurance RefocusedInsurance Refocused#30 - Risk Proof Your Business w/ Chris GreeneIn this episode Carey and Lindsay sit down with Chris Greene aka the Flood Guru to talk about health risks and protecting your agency, building a solid agency culture and how Chris encourages his  employees to help organize the future of his 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/ 2023-08-2241 minInsurance RefocusedInsurance Refocused#29 - Talkin' EBITDA w/ Andrew WynnIn this episode Carey and Lindsay sit down with Andrew Wynn from Ascend to talk about the numbers that really matter for your agency, the state of the M&A landscape and what Ascend is working on to help agents today. ///////////// 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/ 2023-08-1541 minInsurance RefocusedInsurance Refocused#28 - Your Agency Is Your Engine w/ Josh GurleyIn this episode Carey and Lindsay sit down with Josh Gurley from HM Advisors to talk about the path to agency ownership, the key to having a healthy partnership, and the importance of giving your agency a tune up. ///////////// 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/ 2023-08-0842 minInsurance RefocusedInsurance Refocused#27 - Automating Personal Lines w/ Elle Bunn LappanIn this episode Carey and Lindsay sit down with Elle Bunn Lappan from Bunn Insurance to talk about how she utilizes technology to automate her multi-office personal lines agencies, where she learned her tricks, and her advice to others looking to do the same. ///////////// 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/ 2023-08-0138 minInsurance RefocusedInsurance Refocused#26 - After the Sale w/ Max OlsonIn this episode Carey and Lindsay sit down with Max Olson from Legacy Advisors to chat about his personal experience buying and selling agencies, and his experience helping others do the same. Mentioned in the show: How to Retire Happy, Wild and Free///////////// 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/ 2023-07-2540 minInsurance RefocusedInsurance Refocused#25 - Running on Data w/ Ryan PessellIn this episode Carey and Lindsay sit down with Ryan Pessell from Hitchings Insurance to talk about how they optimized their agency operations by taking a closer look at their data after transitioning to neon. ///////////// 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/ 2023-07-1844 minInsurance RefocusedInsurance Refocused#24 - Independence: A Blessing & a Curse w/ Chris ClineIn this episode Carey and Lindsay sit down with Chris Cline, the Executive Director of the Agents Council for Technology at the Big I National to talk about technology's role in agencies, how agencies can be putting themselves ahead, and what's on the horizon in the evolution/revolution of the industry. ///////////// 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/ 2023-07-1150 minInsurance RefocusedInsurance Refocused#23 - Selling Your Story w/ Ciara GravierIn this episode, Carey and Lindsay sit down with Ciara Gravier from The Bunker to talk about the importance of your agency's name, how "last name" insurance agencies can still share their story, and how the name of your agency impacts your value.///////////// 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/ 2023-07-0443 minAscensionAscensionFilm Maker Tony Lindsay & Dr. Rick Wallace Discuss SCOTUS Striking Down Affirmative Action! Primary Donations here: https://square.link/u/1LQt3EYb or The organization's CashApp Account: $TheOdysseyProject21 or GoFundMe Support The Odyssey Project in General (processing fee) Click here: https://gofund.me/9ee6b65c or Research on the Influence of Epigenetics on Disease and Mental Health: https://donorbox.org/black-men-lead-rite-of-passage-initiative To Book Dr. Wallace for conferences, workshops, or lectures, email ceo@theodysseyproject21.top To learn more about the work we do at The Odyssey Project, visit https://www.theodysseyproject21.top/ Enroll in the Legacy Wealth Academy's Path to Generational Wealth Course now: https://legacywealth.official.academy/#!legacy-wealths-path-to-generational-wealth/1/L9KD9/ To...2023-07-0230 minAscensionAscensionTony Lindsay and Dr. Rick Wallace Talk About the Fall of the Carlisha Brown Case | Dr. Rick Wallace Primary Donations here: https://square.link/u/1LQt3EYborThe organization's CashApp Account: $TheOdysseyProject21orGoFundMe Support The Odyssey Project in General (processing fee)Click here: https://gofund.me/9ee6b65cor Research on the Influence of Epigenetics on Disease and Mental Health: https://donorbox.org/black-men-lead-rite-of-passage-initiativeTo Book Dr. Wallace for conferences, workshops, or lectures, email ceo@theodysseyproject21.topTo learn more about the work we do at The Odyssey Project, visit https://www.theodysseyproject21.top/Enroll in the Legacy Wealth Academy's Path to Generational Wealth...2023-07-011h 10Insurance RefocusedInsurance Refocused#22 - Let the Data Lead You w/ Seth ZarembaIn this episode, Carey and Lindsay sit down with Seth Zaremba from b atomic and Zinc to talk about the impact of data on an agency and how this changes the way an agency operates, the metrics you look at, and ultimately your agency's value. ///////////// 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/ 2023-06-2748 minInsurance RefocusedInsurance Refocused#21 - In the Absence of a Plan w/ Abigail WhortonIn this episode, Carey and Lindsay sit down with Abigail Whorton from the Whorton Agency, Inc., to talk about her experience taking over her family agency after her father passed away unexpectedly.  This episode is in dedicated to the memory of Bill Whorton. Even though we never got the chance to meet him, we know he would have been so proud of Abigail, the team and all of her accomplishments. ///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.2023-06-2045 minInsurance RefocusedInsurance Refocused#20 - Delivering a Premium Experience w/ Jack WingateIn this episode Carey and Lindsay sit down with Jack Wingate from AllChoice Insurance to talk about how he utilizes technology and virtual assistants in his agency to streamline the sales process and deliver his clients a premium experience. ///////////// 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/ 2023-06-1350 minInsurance RefocusedInsurance Refocused#19 - The Marketing Journey w/ Dani KimbleIn this episode Carey and Lindsay sit down with Dani Kimble from Azelie Marketing to talk about how she creates effective branding and marketing strategies for independent agencies, how the culture of an agency plays a huge role, and what she has learned from doing the same in her family's restaurant, Menches Bro's. ///////////// 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/ 2023-06-0637 minInsurance RefocusedInsurance Refocused#18 - Proud to Be w/ Scott HowellIn this episode Carey and Lindsay sit down with Scott Howell from iProtect Insurance and the Insurance Guys Podcast to talk about how his time in the Marine Corp helped sculpt his career as an independent insurance agent, some of the lessons he learned as a result, and about a new project he is working on called Big Industry Small Community. ///////////// 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/ 2023-05-3047 minInsurance RefocusedInsurance Refocused#17 - Wearing the Hat to Solve the Problem w/ Cyrus JafferyIn this episode Carey and Lindsay sit down with Cyrus Jaffery from Jaffery Insurance, Quotamation and CJ Insurance Group, to talk about what he's doing in his agency to prepare for the future, using his insurance hat to dive into the insurtech/indetech space, and how his leadership style supports these initiatives. ///////////// 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/ 2023-05-2346 minInsurance RefocusedInsurance Refocused#16 - Building a Legacy w/ Aaron GordonIn this episode Carey and Lindsay sit down with Aaron Gordon from Gordon Companies Insurance Services to talk all about what Aaron does best, branding! We cover personal brands, company brands and how they fits into his family's multi-generational agency. In honor of David Gordon, let us remember to cherish every precious moment together, respect the strong foundation built by those who came before us and keep his spirit alive in our hearts.///////////// Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and p...2023-05-1646 minInsurance RefocusedInsurance Refocused#15 - The Bots Have Arrived w/ Mike FuscoIn this episode, Carey and Lindsay sit down with Mike Fusco from Fusco Orsini & Associates Risk and Insurance Services to talk all about the bots he has deployed in his agency. We cover what his bots do, how it impacts his staff and what he thinks it means for the future of both his agency and the industry. ///////////// 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/ 2023-05-0945 minInsurance RefocusedInsurance Refocused#14 - Achieving Freedom w/ Mike StromsoeIn this episode, Carey and Lindsay sit down with Mike Stromsoe to talk about the lessons he learned from selling his agency, his advice to others who may be going down the same path, and what he is doing now with the Unstoppable Profit Producer program. ///////////// 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/ 2023-05-0244 minInsurance RefocusedInsurance Refocused#13 - Start With What Works w/ Matt O'NeillIn this episode, Carey and Lindsay sit down with Matt O'Neill from GMG Insurance to talk about how marketing can impact your agency's value, why many agencies are doing their community a disservice by not sharing their story, and where you can start. ///////////// 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/ 2023-04-2538 minInsurance RefocusedInsurance Refocused#12 - The Power of Being Intentional w/ Pat O'NeillIn this episode, Carey and Lindsay sit down with Pat O'Neill to talk about the emotions of insurance claims, their process for change, and learning from other industries. ///////////// 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/ 2023-04-1834 minInsurance RefocusedInsurance Refocused#11 - Coverage from Fayetteville, NC to Qatar w/ Landon BenthamIn this episode, Carey and Lindsay sit down with Landon Bentham from Callahan & Rice to talk about carving out a niche, the value of marketing, and how they took their agency worldwide. ///////////// 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/ 2023-04-1139 minInsurance RefocusedInsurance Refocused#10 - Technology is a BIG Decision w/ George RobertsonIn this episode, Carey and Lindsay sit down with George Robertson to talk about taking over his father's agency, how he made changes after the transition, and his process for choosing the right technology for your 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/ 2023-04-0448 minInsurance RefocusedInsurance Refocused#9 - The Biggest Sale of My Life w/ Ryan ReynoldsIn this episode, Carey and Lindsay sit down with Ryan Reynolds from Grimes Insurance to talk about agency transition, modernizing an existing agency, and the impact of building trust and relationships with your staff. ///////////// 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/ 2023-03-2843 minRefocused, A Podcast All About ADHDRefocused, A Podcast All About ADHDMental Health and Entrepreneurship: Insights from Successful Midwest Leaders at SXSWLindsay hosted a panel on Mental Health & the Entrepreneur at SXSW in Austin, TX on March 10th, 2023. Panel guests included: Zach Booker, CEO and co-founder of Mentavi Health and ADHD Online Keith Brophy, Chief Operating Officer of Mentavi Health and ADHD Online Andrea (dre) Wallace, Founder of Opnr Keith Chaney, CEO and co-founder of Peadbo   Listen to these accomplished business leaders, two that also have Attention-Deficit/Hyperactivity Disoder, as they talk about: Managing the unknowns in this life of building something that sometimes has no s...2023-03-2757 minRefocused, A Podcast All About ADHDRefocused, A Podcast All About ADHDMental Health and Entrepreneurship: Insights from Successful Midwest Leaders at SXSWLindsay hosted a panel on Mental Health & the Entrepreneur at SXSW in Austin, TX on March 10th, 2023. Panel guests included: Zach Booker, CEO and co-founder of Mentavi Health and ADHD Online Keith Brophy, Chief Operating Officer of Mentavi Health and ADHD Online Andrea (dre) Wallace, Founder of Opnr Keith Chaney, CEO and co-founder of Peadbo   Listen to these accomplished business leaders, two that also have Attention-Deficit/Hyperactivity Disoder, as they talk about: Managing the unknowns in this life of building something that sometimes has no s...2023-03-2757 minAlignment AdventuresAlignment Adventures125. Using Intuition and Energetics to Discover Health Concerns w/ Medical Intuitive, Tim WallaceThis week I sit down with medical intuitive, Tim Wallace, to discuss how he uses his gifts to help discover the origin and potential resolution to chronic conditions. As a former physician assistant with 25 years years experience in healthcare, Tim uses his intuitive gifts to scan the body to find the source of specific health concerns. I find this type of work fascinating and love how it bridges together modern medicine and energy healing. We are holistic, energetic beings and out medical care should reflect that. Connect with Timothy Wallace at timothywallace.com or on Instagram @timothywallacemedicalintuitive2023-03-2735 minInsurance RefocusedInsurance Refocused#8 - The M&A Game Has Changed w/ Jared RoyIn this episode, Carey and Lindsay sit down with Jared Roy from KAP to chat about the M&A landscape, some common myths surrounding it in the industry, and what agency owners should be doing to position themselves for transition. ///////////// 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/ 2023-03-2141 minInsurance RefocusedInsurance Refocused#7 - Leading by the Numbers w/ Michelle O'ConnorIn this episode, Carey and Lindsay sit down with Michelle O'Connor from O'Connor Insurance to chat about the journey to achieving goals, being a husband and a wife team, and finding your gifts. ///////////// 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/ 2023-03-1436 minAgency Intelligence: The Insurance Podcast NetworkAgency Intelligence: The Insurance Podcast NetworkLindsay Wallace: I Don't Work In The Industry, I Work For The Industry And I Love ItIn this episode of Agents Influence podcast, host Jason Cass interviews, Lindsay Wallace, Marketing Coordinator at Independent Insurance Agents of North Carolina.Episode Highlights: Lindsay explains how she got into the insurance industry. (2:55) Lindsay mentions that it was eye-opening to see that companies are developing technologies specifically for independent insurance agents. (9:13) Lindsay believes that the most important aspect that IndieTech will take over is the relationship aspect since that is what differentiates independent agents from national companies. (11:36) Lindsay mentions that it will be really interesting to watch how the ChatGPT technology develops. (16:04) Lindsay...2023-03-0731 minInsurance RefocusedInsurance Refocused#6 - Have Some Dog In You w/ Kyle BeckerIn this episode, Carey and Lindsay sit down with Kyle Becker from Smart Insurance to talk about pursuing agency ownership while the current owner is still involved, what agency culture means to him, and why you need to have a little dog in you. ///////////// 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/ 2023-03-0747 minInsurance RefocusedInsurance Refocused#5 - Trust is the Foundation of Change w/ Matt SimonIn this episode, Carey and Lindsay sit down with Matt Simon from CoverLink to chat about the importance of building trust, stepping into a leadership role, and how to decide what the right investment is for your 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/ 2023-02-2845 minInsurance RefocusedInsurance Refocused#4 - Insuring the Future w/ Bobby SalmonIn this episode, Carey and Lindsay sit down with Bobby Salmon from INSURE to chat about fostering the future of the independent insurance industry and why relationships matter so much in this industry. ///////////// 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/ 2023-02-2141 minInsurance RefocusedInsurance Refocused#3 - Culture: Love Your People w/ Beth DeLaForestIn this episode, Carey and Lindsay chat with Beth DeLaForest from Aspire Insurance Group Inc. to chat about fostering a positive agency culture, and how being a farmer, not a hunter can lead to great results and has helped her build a very successful 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/ 2023-02-1431 minInsurance RefocusedInsurance Refocused#2 - Redefining Community w/ Joe HollierIn this episode, Carey and Lindsay sit down with Joe Hollier from Nifty to talk about the metaverse and its future in the independent insurance space.If you would like to reach out to Joe to learn more, shoot him an email at joe@theniftyrewards.com. ///////////// 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/ 2023-02-0746 minInsurance RefocusedInsurance Refocused#1 - Data Changes Everything w/ Syd RoeIn this episode, Carey and Lindsay sit down with Syd Roe from Vertafore to talk about the challenges of generational family businesses and the impact data will have on the future of independent agencies.///////////// 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/ 2023-01-3147 minInsurance RefocusedInsurance RefocusedIntro to Insurance Refocused: A Sneak Peek!Welcome to the Insurance Refocused Podcast! Join co-hosts Lindsay and Carey Wallace for an inside look at the industry and preview the diverse range of topics they'll be discussing in each episode. Be sure to subscribe and get ready for a fresh perspective on the industry through insightful conversations with key players in our industry's future.///////////// 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/ 2023-01-2906 minDynamic Company Culture SpotlightDynamic Company Culture Spotlight15 - 49% BOSS Lady 51% Missionary with Staci WallaceThis episode was a lot of fun with 49% BOSS lady and 51% Missionary Staci Wallace.We learn through her courses how to hove peace and profits, because it is no good having one and not the other, the importance of not being a shotgun and spreading yourself all over the place, but how to be rifled focused with her 1% method, and also how to get out past the shore breakers and how to have more fun and surf the waves in2023-01-0539 minThe Fit Life pod with LMTThe Fit Life pod with LMTEp. 27 A chat about IVF and what is within your control for supporting fertility with Alessia WallaceI asked my lovely mate and podcast co-host on the episode to discuss her IVF journey so far. I think the conversation needs to be opened up to allow for discussions around when there are struggles with pregnancy, it is more common than so many of us realise. In this episode Alessia is so open and honest about her own journey so far and explains some possible things to expect if you are starting on an IVF journey. We discuss how you can help support a friend or partner going through IVF or having problems trying to conceive. We...2022-11-2258 minAW Nutrition & FertilityAW Nutrition & FertilityTHE AUGUST RECAP - with Lindsay and AlessiaA podcast with PT Lindsay @lmt.fitness and Nutrition Coach Alessia @awnutrition_ recapping the month, discussing all things health, fitness and nutrition. In this episode, we're talking about: all-or-nothing thinking, re-starting after a un-/planned break, dealing with injury and sickness. If you enjoyed this, please let us know! Like, share and subscribe and tag us! Also if you have any suggestions feel free to DM either of us :-)2022-08-2934 minAW Nutrition & FertilityAW Nutrition & FertilityTHE JULY RECAP - with Lindsay and AlessiaA podcast with PT Lindsay @lmt.fitness and Nutrition Coach Alessia @awnutrition_ recapping the month, discussing all things health, fitness and nutrition. In this episode, we're talking about: setting those all-important boundaries, navigating holidays, realistic weight loss and labelling food good/bad. If you enjoyed this, please let us know! Like, share and subscribe and tag us! Also if you have any suggestions feel free to DM either of us :-)2022-07-2856 minRefocused, A Podcast All About ADHDRefocused, A Podcast All About ADHDOff Script with Andrea WallaceOff Script is exactly what it sounds like. No notes, no pre-planned questions. Just a conversation about ADHD with someone who knows it well.  Host Lindsay Guentzel chatted with entrepreneur Andrea Wallace on Wednesday, June 29th at Start Garden in downtown Grand Rapids. Their conversation has been lightly edited for sound quality.  Note from Lindsay: Last week, I traveled to Grand Rapids, Michigan to work with the team at ADHD Online in-person for the first.  During my time in Michigan, I met Andrea Wallace and within five minutes of hitting record on...2022-07-0651 minRefocused, A Podcast All About ADHDRefocused, A Podcast All About ADHDOff Script with Andrea WallaceOff Script is exactly what it sounds like. No notes, no pre-planned questions. Just a conversation about ADHD with someone who knows it well.  Host Lindsay Guentzel chatted with entrepreneur Andrea Wallace on Wednesday, June 29th at Start Garden in downtown Grand Rapids. Their conversation has been lightly edited for sound quality.  Note from Lindsay: Last week, I traveled to Grand Rapids, Michigan to work with the team at ADHD Online in-person for the first.  During my time in Michigan, I met Andrea Wallace and within five minutes of hitting record on...2022-07-0651 minAW Nutrition & FertilityAW Nutrition & FertilityTHE JUNE RECAP - with Lindsay and AlessiaA podcast with PT Lindsay @lmt.fitness and Nutrition Coach Alessia @awnutrition_ recapping the month, discussing all things health, fitness and nutrition. In this episode, we're talking about - understanding energy balance, NEAT and EAT - slow progress, seeing the scales not move or go up - moving away from tracking calories - a rant about keto diet advertising If you enjoyed this, please let us know! Like, share and subscribe and tag us! Also if you have any suggestions feel free to DM either of us :-)2022-06-2932 minGetting EmotionalGetting EmotionalGoya- with Sheraz Ali and Danny WallaceA great story gets into your head; niggles its way into your mind, and makes you feel like you actually lived in it. When you close the book, turn off the TV or leave the cinema, those characters, for a split-second, still hang out in your head. The thing you're feeling is goya- the suspension of disbelief caused by such good and immersive storytelling. In this episode we get to the origin of the word- it comes from Urdu, and seems to have been re-translated a few times over to get to where it is today...2021-03-1713 minShe Makes WavesShe Makes Waves99: Shanda Wallace - Moving with DiscernmentInstagram: @lindsaymakeswaves     @linmaystudiowebsite: www.shandawallace.comInstagram: @shanda_wallace_hairstylist     @theharborsalon 2021-03-0141 min