Shows
Broker Brett RadioCStone Plays 99 of the Top 100 Golf Courses in America (71-80)CStone Plays 99 of the Top 100 Golf Courses in America, in this episode we tackle courses 71-80. We discuss the start of Tournament Season for rank amateurs at the top and Glendora Country Club is our old neighborhood course mentioned too:glendoracountryclub.comCourses covered in the episode and their designers:71 FOREST HIGHLANDS (Canyon) Flagstaff, AZ (1988) Tom Weiskopf72 HIDDEN CREEK ELE Harbor Township. NJ (2002) Ben Crenshaw,Bill Coore73 BALTUSROL (Upper) Springfield. NJ (1923) A.W. Tillinghast74 CANTERBURY Cleveland, OH (1922) Herbert Strong75 WANNAMOISETT Rumford, RI (1916) Donald Ross2025-05-0234 min
Broker Brett RadioCStone Plays 99 of the Top 100 Golf Courses in America (81-90)CStone Plays 99 of the Top 100 Golf Courses in America , in this episode we tackle courses 81-90. We discuss some awesome sites and experiences along the journey too, they have a little sales banter at the top as well. Courses covered in the episode and their designers:90 Mauna Kea - Kohala Coast. Hawaii, HI (1965) Robert Trent Jones Senior, sons renovated89 Sea Island (Seaside) - St. Simons Island, GA (1928) Colt Alison88 Crooked Stick - Carmel, IN (1964) Pete Dye, John Daly emergence87 Shoal Creek - Birmingham, AL (1977) Jack Nicklaus*Rickwood Field, located in...2025-04-2432 min
Broker Brett RadioThe Masters, America's Top 91-100 Golf Course Notes and Bel-Air CC storiesBroker Brett and CStone (Craig Fulmer) talk The Masters, America's Top 91-100 Golf Course notes from the 2005 Golf Magazine Top-100 list (versus Golf Digest), and Craig shares some Bel-Air Country Club stories and great run-ins he had there throughout the years. 100 - Salem - Peabody, Mass - (designer) - Doland Ross99 - Indian Wood (old) Lake Orion, MI - Wilfrid Reid and his partner William Connellan98 - Galloway National - Galloway Township, NJ - Tom Fazio97 - Atlantic - Bridgehampton, NY - Rees Jones96 - Bellerive - C...2025-04-1736 min
Broker Brett RadioTalking Golf Sales and Augusta National w CStoneBroker Brett talks Golf Sales and Augusta National with his Dad Craig "CStone" Fulmer, it's a reintroduction to the podcast and a trailer for the upcoming series. Brett's Dad Craig is a career commission salesman and scratch golfer, he's played 99 of the top 100 courses in America.On this episode, they talk about Augusta National and The Masters. They'll be following it up with a 10-episode series covering 10 of the top 100 courses at a time.Thank you to our sponsor SmarterRisk, Smarter Risk makes Workers Compensation and commercial insurance risk assessments fast and inexpensive. Please use "brok...2025-04-1020 min
Broker Brett RadioBobby Touran is changing restaurant insurance, UseRainbow.comBobby Touran is changing the restaurant insurance game through UseRainbow.com, where they are building custom insurance products for the restaurant industry and proudly using independent agents for distribution.Bobby is a serial Entrepreure, he and Broker Brett get into the restaurant industry, their shared experience in the space, new innovative risk management ideas specific to the restaurant industry, and the startup environment in Summer 2023.LinkedIn:linkedin.com/in/bobby-touranWebsite:UseRainbow.com
2023-06-2829 minBroker Brett RadioOG OG Broker Brett and InsNerds buddy Pat West catch-upPulled from InsNerds - One of Broker Brett's oldest insurance buddies and an InsNerds friend from the start Pat West comes on this attachment point news roundtable to talk b atomic, their new data operations analysis offerings, AI, APIs, Insurance being a System of Systems, and more.Pat's LinkedIn:https://www.linkedin.com/in/pat-w-977501102/b atomic!https://www.batomic.com/
2023-06-1439 minBroker Brett RadioTodd Greenbaum of Input 1 & gotoPremiumFinance chats with Broker BrettTodd Greenbaum CEO of Input 1 and gotoPremiumFiance sits down with Broker Brett to talk all things insurance payments.They get into the history of the company, the trends they're seeing in the insurance landscape, consideration agencies should have when taking on tech, and where they see the industry going.Todd and Brett round out the conversation with their thoughts on the next 3-5 years of the industry as well.LinkedIn:https://www.linkedin.com/in/todd-greenbaum-7161b0a2/Input 1 (payments):https://input1.com/gotoPremiumFinance:2023-04-2119 min
Broker Brett RadioEdwin Thompson and Broker Brett catch upEdwin Thompson and Broker Brett catch up on sports, new movies, and family. They reminisce about their Jr High and Highschool times too, and talk about their family's friendships and old neighborhood buddies.
2023-03-2410 minBroker Brett RadioSmartRick Launch with John MorlanI pulled this audio over from my work on Insurance Nerds, InsNerds.com, I felt it could help all sorts of Small Businesses and wanted to share it broadly:It is not often Insurance Nerds gets to help kick off a product launch. We are excited to help John Morlan get SmarterRisk out, a solution that automates safety and risk control aimed at giving smaller employers the same tools as medium to large organizations. Please enter your info below for early access:https://smarterrisk.com/ John’s LinkedIn to connect too:2023-03-2418 minBroker Brett RadioRelaxed Retirement with Mama FulmzBroker Brett rounds out the nuclear family pods by sitting down with his Mom, Diana Fulmer, to talk about Relaxed Retirement and other fun threads. They get into tackling education at a later age with a family, yoga, the importance of getting outside walking, reading, volunteering, as well travel, and other insights on the Relaxed Retirement good life.
2023-02-1223 min
Agency Intelligence: The Insurance Podcast NetworkAgency Freedom: E60: Broker Brett On Diversifying Your ValueIn this episode of Agency Freedom Podcast, James talks with "Broker Brett" Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice, and startup consultant.Episode Highlights:
Brett shares his background story and how he got started in the industry. (7:45)
Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26)
Brett explains that he has been a P&C guy but he is enjoying learning about life insurance. (16:21)
Brett explains the difference between the life cycle of life insurance compared to P&C. (20:20)
Brett talks about the different digital life broker...2022-07-011h 04
Agency FreedomE60: Broker Brett On Diversifying Your ValueIn this episode of Agency Freedom Podcast, James talks with "Broker Brett" Fulmer, Ambassador for Finaeo, Evangelist for Smart Choice and startup consultant.Episode Highlights:
Brett shares his background story and how he got started in the industry. (7:45)
Brett talks about his team of six agents that he has recruited for SmartChoice. (12:26)
Brett explains that he has been a P&C guy but he is enjoying learning about life insurance. (16:21)
Brett explains the difference between the life cycle of life insurance compared to P&C. (20:20)
Brett talks about the different digital life broker...2022-07-011h 03Broker Brett RadioCassidy Eden on Accounting, Entrepreneurship and Retirement PlanningBroker Brett sits down with Cassidy Eden to talk about Accounting, Entrepreneurship, and Retirement Planning.Cassidy is a reformed big 4 accountant that has found an inspiring blend of work, life, and entrepreneurship. She shares a really cool perspective about investing in your own future, and what it looks like to grow into your own path of financial freedom and a self-directed career.linkedin.com/in/cassidy-edencedenaccounting@gmail.com Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Life Insurance qu...2021-04-2832 minBroker Brett RadioRyan Reott and Brett talk Coffee and CommunityRyan Reott and Broker Brett talk Coffee and Community, and what they see in a post COVID world. They get into their history as highschool buddies, and the importance sports had in their development as salespeople.Definitely reach out to Ryan if you want to bring a first-class experience to your employees as SoCal opens back up:ryan.reott@nespresso.comlinkedin.com/in/ryan-reottnespresso.com/us Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Life In...2021-03-1829 minBroker Brett RadioMike Simmons of Driveway talks Telematics with Broker BrettBroker Brett sits down with Mike Simmons of Driveway to talk about Telematics and Insurance, as well as the influence smartphone are playing in rating auto insurance risks accurately.Driveway, headquartered in California with R&D operations in Israel, developed and patented the technology that enables insurers to measure and reward good driving behavior without the need for a plug-in device in the car. Please visit driveway.ai and linkedin.com/in/automike to connect and find out more information on their programs.Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please...2021-03-1127 minBroker Brett RadioBuilding Community and Startups in OC with Jessica AcostaJessica Acosta and Broker Brett break down building community and startups in Orange County. They discuss Jessica's company, SmartSpace AI, where they're making buildings intelligent, mitigating risk, and optimizing performance. They also get into StartupGrind OC, where Jessica is helping grow startups and nurture the startup community in Orange County.StartupGrind is having their Global Conference this month too, Feb 23rd-25th, you can find out more below:startupgrind.com/events/details/startup-grind-irvine-presents-global-conference-2021In this pod we do mention this great group that helps Military Vets find employment and educational opportunities as well:...2021-02-1831 minBroker Brett RadioRovR Products and Running, with Kyle FulmerEnter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal products, legacy coolers are their main focus! Limited time only.In this episode, Broker Brett breaks down RovR Products and Ultramarathon Running, with his older brother, Kyle Fulmer. Kyle and Brett get into their professional journeys, and how they feel fortunate to be working on what they are today, and what RovR Products is up to.They also get into how Kyle got into Ultramarathon running, and the rewards of the running lifestyle. Also mentioned, Epic Water Filters, they remove over 200 dangerous drin...2021-02-0926 minBroker Brett RadioRE Investing and Hustle with Fire Captain Peter McKernanIn this episode Broker Brett chats with his old buddy Peter McKernan about his journey into single-family RE Investing and becoming Fire Captain.Peter has been investing in single-family rental properties throughout Southern California over the past 12 years, with the majority of his transaction work happing in Orange County California. Peter's currently working on single to multifamily investment projects in Eastside Costa Mesa.linkedin.com/in/peter-mckernanhmrealtysocal.comPeter's podcast on Real Estate Trend and Market Updates can be found below as well:podcasts.apple.com/us/podcast/re...2021-02-0228 minBroker Brett RadioSPACs and Captives, a Perfect Marriage, with Matthew QueenIn this episode, Broker Brett breaks down why SPACs and Captives are a perfect marriage, with Matthew Queen.Matthew Queen has set up a number of Captive Insurance companies throughout the United States, and even written a book on the topic. Matthew and Brett break down why business with associated Captive insurance companies are a uniquely good target for SPACs.Matthew can be reached through the following channels:LinkedInTwitterEmailBroker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, C...2021-01-2827 minBroker Brett RadioBroker Brett introduces Ed's Auto GarageBroker Brett introduces Ed's Auto Garage, a second podcast from Newport Beach Insurance Center, that focuses on the Automotive space. Ed Arango (LinkedIn) will be hosting this podcast, he'll be talking classic cars, there will interview with folks from the automotive industry, discussing car shows, and occasionally insurance.Ed's Auto Garage is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Life Insurance quotes. Ed@NPBIC.com or info@NPBIC.comeds-auto-garage.simplecast.com
2021-01-2022 minBroker Brett RadioFrom Researching APIs to Being a Broke Angel InvestorBroker Brett breaks down his journey from researching APIs and writing Blog posts to being a "Broke Angel" Investor. API is the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other. Each time you use an app like Facebook, send an instant message, or check the weather on your phone, you're using an API.Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Life Insurance quotes. info@NPBIC.com
2021-01-1705 minBroker Brett RadioSPACity SPAC pod (quick SPAC breakdown)In this episode Broker Brett does a quick solo breakdown of his 2 cents on SPACs. Brett gets into the difference of pre and post-investment SPACs, why the founding team and investment thesis are important, and why it's a good time to be a large growing private company.Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Life Insurance quotes. info@NPBIC.com
2021-01-0506 minBroker Brett RadioBBQ Part 2!! With Nelson Kays and Scott EngelmannIn this episode Broker Brett raps with his OG BBQ buddies, Scott Engelmann and Nelson Kays. Kelson taught Brett the ways of the Weber grill, and Scott's a phenomenal home chef that loved his Traeger Grill.They get into what they're cooking for dinner, the fun of making things happen the fly, why it's great to be able to cook awesome food for people, and their thoughts on the most popular grills in the market. Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please reach out for Personal, Commercial, or Li...2020-12-2429 minBroker Brett RadioTransitioning to Digital, with Gilad Shai of InsurTech LABroker Brett and Gilad Shai get into a wide range of topics, from digital events, to reflections on what a post COVID19 work life will look like. They also get into #LongSoCal, and the great Insurance startups in the region, and why they're bullish on the flip side of all of this.Gilad Shai is an InsurTech (Insurance Technology) Thought Leader and Influencer who has been pivotal in helping the industry transition from legacy technology to digital delivery. He runs the InsurTechLA Meetup and his podcast can be found at insurtech.me. linkedin.com/in/gil...2020-12-0733 minBroker Brett Radio#LongSoCal! Neal Bloom on building a connected SoCal startup ecosystemBroker Brett and Neal Bloom break down how they got into startups, and Neal's inspiration to become an Angel investor, and there is some really cool news from Neal at the end of the episode! Brett and Neal also get into the concept of "Long SoCal," and riff on what it might look like for SoCal startups to work together more closely.Neal Bloom helps run Fresh Brewed Tech out of San Diego, and Fresh Squeezed Tech in Orange County, both of which are great resources to stay up to date on their startup communities. Neal also h...2020-11-3033 minBroker Brett RadioIntroducing Operate, and OC startup leader Carey RansomWe are excited to introduce Operate (website), a community of game-changing software, capital, & hands-on operators, and OC startup leader Carey Ransom (LinkedIn). Carey and Broker Brett break down the strengths and weaknesses of the OC startup community, and the transition to Operate from OC4, to extend the reach of their stellar team. Brett and Carey also get into the mindset transition needed for classic investors, to invest in bits as opposed to bricks, and the outsized potential returns.Definitely checkout Operate (website) if you have a tech-enabled startup, and want to work with pros pros fo...2020-11-1831 minBroker Brett RadioMeta Pod on Recording Podcasts! With Andrew CorrellThis is a meta pod on recording podcasts! Our guest for this episode is Andrew Correll (LinkedIn), Brett and Andrew get into their first few months of creating content. Andrew has an awesome series going, the Insurance Requirements podcast, found at howyouinsurethat.com. It is about how startups have insured their companies, and what that process was like.In this episode, Andrew and Brett breakdown what podcast creating tools they've used, early metrics, their methodologies, and why they began creating podcast content. We hope this encourages you to get out there and start creating if you've been on...2020-11-1136 minBroker Brett RadioBreaking down Digital Marketing and the Auto IndustryIn this episode Drew Moon (LinkedIn), Broker Brett (LinkedIn), and Ed Arango (LinkedIn) break down Digital Marketing and the Auto Industry. Drew Moon and his Marketing agency DIGITALCLIQ are based in Orange County CA, they work with all types of companies, but have a nice niche in the auto space. Ed Arango loves the auto space, building cars, and insuring classic autos, garages and dealerships, so he joins Drew and Brett on this podcast.You're going to hear some great small business Marketing advice in this pod, how things have changed with COVID, and where Dr...2020-11-0344 minBroker Brett RadioCombining Tech and Classic Offerings, FORESIGHT InsuranceIn this episode Broker Brett (LinkedIn) and Michael Bibeau (LinkedIn) breakdown how Foresight Insurance is changing the Workers Comp game by including tech and safety services that help drive down Workers Comp costs in some of the riskiest industries. Foresight Insurance covers Construction, Manufacturing (light and heavy), Agriculture and Logistics. Brett and Michael cover why Michael would leave the largest Insurance carrier in the world to work with this startup team that's changing the game. Please reach out to Brett Fulmer (email) if you happen to be in one of the covered industries, and would like to see...2020-10-2826 minBroker Brett RadioSurrogacy Law, Sports, and The OCBroker Brett (LinkedIn) sits down with one of his oldest friends, Rusty Werts (LinkedIn), to talk all things Surrogacy Law, Sports, and growing up in Orange County.They get into some of the dynamics of surrogacy, and why the legal system in California works the way it does in regards to the need. They discuss their favorite sports teams, playing sports themselves, and what it was like growing up in North Orange County as well. If you would like Russell's legal assistance with assisted reproduction, you can contact him at, 714-674-9900 or email him at...2020-10-2022 minBroker Brett RadioInsuring a tech startup with Austin based expertsIn this episode, Broker Brett speaks with Andrew Correll of the Insurance Requirments podcast and David Perez of Lumen Insurance about insuring tech startups, and they discuss Austin Texas becoming the new San Francisco!!This podcast was originally recorded for the Insurance Nerds, a community-generated insurance industry platform that Brett Fulmer is a regular contributor to. The content of this podcast can help tech startups gameplan their insurance needs anywhere in the United States, and can be helpful to startups abroad as well.Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please r...2020-10-1324 minBroker Brett RadioEd and Brett Meet with Their Attorney, Ep 20!!Broker Brett and Ed Arango break down their business launch with their attorney, Anthony Dispoto, Esq. They get into the highs and lows of starting a small business, the challenge of doing so without in-person networking, as well as their business structure and the logic behind it.Thank you to everyone who has listened so far! It's been a fun wild ride. We're going to keep it going, and try and double down on covering OC small business, sales and startups. Broker Brett Radio is proudly powered by Newport Beach Insurance Cente...2020-10-0624 minBroker Brett RadioHuman Capital problem solving wizard Grant CainGrant Cain and Broker Brett break down the Orange County workforce landscape, HR solutions, technology, and the opportunities they're seeing today. Both Grant and Brett have years of sales experience around OC, and give a great candid breakdown of the local small business dynamics.Grant and Brett get into the highly varied landscape that ins SoCal small business, what they admire about entrepreneurs, and the spirit they think it takes to make things happen as well. Grant Cain, PaycorHCM Advocate & Problem SolverOrange Countygcain@paycor.co...2020-09-3033 minBroker Brett RadioTimothy Li on FinTech + the OC as a startup sceneTimothy Li and Broker Brett (LinkedIn) break down FinTech, the OC startup scene, and the use of tech for the more efficient transfer of data. They get into the startups that are coming out out of Orange County, InsurTech and FinTech, as well as what it might look like to live as a well-rounded person.Timothy Li is the Founder of Alchemy, a turnkey leading platform, a Professor at USC, an investor, and community leader of OC FInTech Meetup. Timothy Li (LinkedIn) Broker Brett Radio is proudly powered by Newport Beach Insurance Center, plea...2020-09-2225 minBroker Brett RadioCOVID & City Services with Taylor SamuelsonBroker Brett and Taylor Samuelson break down the effects of COVID on city budgets, how they might respond, and the unique ways some communities are meeting the challenge.Taylor is a consultant with Athenian Partners LLC, a city government consulting firm, he previously held multiple jobs for the City of Laguna.linkedin.com/in/TaylorSamuelson brett@npbic.com for Newport Beach Insurance Center, and your Personal, Commercial and Life Insurance needs.
2020-09-1626 min
Value-Ability PodcastEpisode 27: 3 Generations of Financial Services, Part 2The conclusion of our conversation with Brett Fulmer (brokerbrett.com) exploring how three different generations of professionals view the development of the financial services industry professionals. We discuss the challenges and high points of our careers spanning over 40 years in the industry. Be sure to listen to last week's episode if you haven't already!
A link to Brett's contact info can be found on our website at https://value-ability.com/content.
2020-09-1141 minBroker Brett RadioBonus Sales Episode with my Pops! CFMy Dad Craig Fulmer and I break down sales, sports, gambling, grilling, and golf. We get into some of the backstories of our family, we talk about my amazing mother, and some great fundamental life rules to live by.Please visit Newport Beach Insurance Center for and insurance needs, California, Texas and Florida Personal Lines, and Life and Commercial Insurance nationally.
2020-09-1029 minBroker Brett RadioIntroducing my Business Partner Ed ArangoIn this episode, Edward Arango and I break down the philosophy behind the insurance agency we're building, Newport Beach Insurance Center. Our goal is to be conservative when it comes to business fundamentals and customer service, and aggressive when it comes to utilizing technology for our clients.Ed and I get into the dynamics of his 25+ years of insurance experience combing with my startup and tech enthusiasm. We hope you enjoy! And please reach out with any insurance needs.Ed Arango, LinkedInNewport Beach Insurance CenterMy email, brett@npbic.com2020-09-0930 minValue-Ability PodcastEpisode 26: 3 Generations of Financial Services, Part 1
This week we are excited to welcome Brett Fulmer (brokerbrett.com) to the podcast to examine the evolution of the financial services industry from the perspective of three generations of professionals. Each of us share the challenges and successes we faced and discuss what has changed and what has remained the same. Check back next week for part two of our conversation!
The article review covers “This is the Damage of Labels” – a fascinating insight into how words shape the way humans view their experiences.
A link to the article...2020-09-041h 01Broker Brett RadioBuilding Tech Globally with James BenhamIn this episode, James Benham and Broker Brett break down James's bootstrapped path to building a JBKnowlege, a global SaaS company that's focused on Insurance and Construction. James also tells the story of his first startup exit too, SmartBid (smartbid.co), and his current product companies, TerraClaim and SmartCompliance. TerraClaim and SmartComplaince are two niche companies that James has bootstrapped to build as well, he goes into the importance of considering the non-fundraising road, and other wisdom he picked up from his small business owning Father.James is also the host of the InsureTech Geek podc...2020-09-0132 minBroker Brett RadioEdward Halsey on digital transformation and the US (being from the UK)Broker Brett and Edward Halsey break down Ed's consultancy Evermore Digital, which focuses on technology transformation that maximizes revenue opportunities, reduces operational inefficiency, and attracts customers. Most clients around the insurance space. Ed and Brett also get into the ins and out of legacy systems, and why change can be so hard. They also discuss why having somebody to put their name on a project like Ed can be so valuable, as opposed to working with a rep in a cubical farm. Broker Brett and "InsurTech Ed" Halsey and long InsurTech Twitter and LinkedIn friends, this was thei...2020-08-2528 minBroker Brett RadioReal Estate Tech at Its Finest, GetDigsy.comAndrew Bermudez, the CEO and Co-Founder of GetDigsy, breaks down the future of Commercial RE with Broker Brett. They get into Andrew's roots in the Commercial Real Estate industry, how it helped him overcome his shyness, and the gap in the market he's filling by building an open Commercial Real Estate platform. Andrew also gets into his roots and coming to the US from Ecuador when he was 13, and Broker Brett mentions his buddies loving working on Commercial Real Estate deals through GetDigsy as well. Andrew's LinkedIn:linkedin.com/in/andrewbermudezHis...2020-08-1835 minBroker Brett RadioThe Product Journey of RovR products with Tom DeFranciaEnter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal product, legacy coolers are their main focus! Limited time only.Tom DeFrancia of RovR Products breaks down his 10-year product journey, and the last few years since launching with Broker Brett. They also talk about Brett's brother Kyle, and his impact at the RovR. Tom and Brett get into the effects of COVID on their supply chain, the camping boom this summer, 2020, and how to get your products Grizzly Bear tested.RovRproducts.com
2020-08-1331 minBroker Brett RadioThe Power of Podcasting with Chris DeckerBroker Brett and Christopher Decker get into the backstory of them being connected around the OC startup scene, how Chris ended up in Orange County, and his impact on the OC startup ecosystem.Brett and Chris also discuss Salescast.co, a platform Chris has Founded, to help Entrepreneurs and Sales Leaders connect with their ideal clients, and what the best metrics and goals for Podcasters. They get into Chris's book PROFIT as well, where Chris breaks down his entrepreneurial and personal growth journey. Christopher Deckerchristopher@salescast.cow: Sal...2020-08-1134 minBroker Brett RadioA Journey to Wealth Management Advising with Cary FacerCary Facer breaks down his journey into his career as a Wealth Advisor, the attrition of the Finacial Planning industry, and the value of a good business Partner.They also get into our current COVID environment, building rapport digitally, and what classic business-building techniques would be. Cary and Brett cover the value of looking forward 3, 5, or even 10 years out as well, and the benefits of building that plan backward.Cary Warren FacerFounding PartnerWarren Street Wealth Advisorswarrenstreetwealth.comInvestment Advisor Representative, Warren Street Wealth Advisors, LLC., a Re...2020-08-0728 minBroker Brett RadioBill Ray BBQ talk, and virtual football camps in COVIDIn this episode Broker Brett and Billy Ray nerd out on BBQ, tips and tricks, stories of how they got going and what they're cooking now. Brett and Bill also talk COVID's effects on highschool football coaching, and what it's been like to hold virtual camps.They get into the nimbleness and flexibility you need to solve problems today, and how there's no one way to cook a steak. They also talk about the power of sharing interests and hobbies with people, and how sometimes it pays to not just be all business.
2020-08-0423 minBroker Brett RadioTruly Knowing Your Organization with Juan GarciaIn this episode, Juan Garcia of SABAC Ventures breaks down the power of truly knowing your organization through surveys and reports, especially in our new Work From Home transition. These reports provide invaluable incites in today's ever-changing business landscape. SABAC Ventures uses the following tools to truly understand organizational dynamics:Typical Consulting Services and Engagements1. Employee Engagement – use and deploy surveys for clients, analyze results, provide feedback to enhance a company’s performance2. Compensation reviews, pay, incentive plans, employee benefit benchmarking3. Total rewards market competitiveness: Comp, Benefits, HR Practices, Perks, and Employee Satisfaction...2020-07-2827 minBroker Brett RadioThe Journey of a True Salesman and Entrepreneur, Martin Pacheco's storyMartin Pacheco (LinkedIn) breaks down his journey from Florida, to CA law school, and eventually sales and entrepreneurship. We talked through his early sales experiences, hustling, asking, getting to decision-makers, as well as his current role that he's loving at Civic Financial. We got into the upside of having the Broker Brews clan too, friends that can relate to the sales struggles, as well as help you build business.Martin Pacheco focuses on financing for real estate projects nationwide, throughout the US, involving 1-4 residential unites. He has 1 and 2 year fix and flip programs available at great rat...2020-07-2420 minBroker Brett RadioHow OC hospitality is handling COVID with Jill CookJill Cook of Bow & Arrow Public Relations and Broker Brett break down how the OC hospitality is handling COVID. They get into Heritage BBQ's game-changing new smoked meat set up in San Juan Capistrano, and their determination to make things happen online as they open during COVID. They also talk about their old friends at Kelly's Korner Tavern in Placentia, and how their owner has been a dynamic leader for the hospitality industry during COVID.Brett and Jill talk about a ton of other great OC restaurants, and their approach to running right now (July 2020), the...2020-07-2114 minBroker Brett RadioSales, Small Business, and Self-Funded StartUp talk with Jordan GoodmanBrett Fulmer and Jordan Goodman talk about finding a specialty, trusting good people, as well as Jordan's brokerage and startup. Jordan Goodman is the CEO of Goodman Insurance and the CFO TotalCSR.Brett and Jordan get into the value of building connections without an ask, and the trials and tribulations of new ventures. Brett also gets into his strategy of helping startups while bringing in his own revenue.Also, they discuss why you shouldn't play poker against Jordan, it won't end well.
2020-07-1729 minBroker Brett RadioSales and Car Buying Tips From Brother ToddIt was awesome breaking down my brother's sales approach and his thoughts on the auto industry and dealership experience. We talk about how and why each sale and customer is unique, and the importance of moving the process along. We get into the dos and don'ts of what to do when purchasing a car too.Todd Fulmer sells Dodge, Jeep, Chrysler, and Ram vehicles in Orange County, CA. He is happy to advise people throughout the country on the car purchase process as well. Todd can be reached at todd.fulmer@mcpeeksdodge.com.Thanks for com...2020-07-1317 minBroker Brett RadioBranding and Startup talk with Deidre WrightIn this podcast, Broker Brett and Deidre Wright talk about all things Branding, Startups, and the Insurance Industry.They also discuss Juniper Labs, an open data and machine learning startup building products and automated insurance underwriting technology. Deidra and Brett and are proud to be Board Advisors for Juniper Labs. Lastly, they get into their personal missions and goals as well.Deidre Wright is the Founder and CEO of Strategic Stories, she helps diverse professionals become industry celebrities with personal brand strategies to grow businesses, careers and movements faster in order to diversify the C-Suite....2020-07-0828 min
Broker Brett RadioDriving with The Consigliere, Anthony Dispoto, Esq.In this episode Broker Brett and Anthony Dispoto, Esq. discuss FINAEO, a Toronto based startup in the insurtech scene, and a new contact of theirs, epiloguewills.
2020-07-0217 min
Profiles in RiskPIR 196 - The Differing Effect of Covid on Insurance and InsurtechNick Lamparelli makes a guest appearance along with Broker Brett and they chat about how covid might affect insurance and insurtech differently. Will it be the end of insurtech?Show Notes:Nick: https://www.linkedin.com/in/nicklamparelli/Brett: https://www.linkedin.com/in/brokerbrett/ and https://brokerbrett.com/Coverager: https://coverager.com/2020-05-1944 min
The YourLIVINGBrand.live showBrett Fulmer December 5 2018 YourLIVINGBrand.live ShowI really enjoyed having Brett on the YourLIVINGBrand.live show today. Brett turned the tables on me today. He asked me a few questions about how I can make his brand better.
It was a lot of fun.
Have a look at www.brokerbrett.com2018-12-0527 min