Page 3 of 41 · 820 total episodes
06/05/2025 · 5 min read
Patrick Albrecht went from Air Force engineer to president of a wholesale insurance firm by mastering niches most agents ignore—healthcare, municipalities, and forestry. Here's what he learned.
06/05/2025 · 5 min read
Rob Liano went from financial rock bottom to becoming a top sales coach by mastering one principle: stop selling at people and start solving their problems. Here's the framework that changes everything.
06/05/2025 · 5 min read
David Carothers built a powerhouse Tampa commercial agency by deliberately hiring people with zero insurance experience. His counter-intuitive approach to recruiting is producing results the industry can't ignore.
06/05/2025 · 5 min read
David Kelly wrote the book on incentive compensation management and founded BobTrack to fix it. If your agency can't reconcile its commissions, you're leaving real money on the table every month.
06/05/2025 · 5 min read
Wild Bill Rice has seen what separates agents who convert internet leads from those who waste them. It comes down to nurturing, persistence, and understanding what leads actually are.
06/05/2025 · 5 min read
Jas Takhar built a personal media squad that transformed his business. His content-first approach to staying top-of-mind is exactly what insurance agents need to steal right now.
06/05/2025 · 5 min read
Brian Ahearn has spent decades studying how human psychology drives decisions. His principles of ethical influence apply directly to how insurance agents build trust and close more business.
06/05/2025 · 6 min read
Peter Fournier went from flipping Pokémon cards to mastering mortgage protection and referral systems that removed cold leads from the equation entirely. Here's the process that changed his business.
06/05/2025 · 5 min read
Dave Williams built a multi-million dollar insurance empire by mastering culture, hiring systems, and health-fueled performance. His non-negotiables for agency owners who want to scale are worth your full attention.
06/05/2025 · 5 min read
Gleb Tsipursky, the 'Decision Doctor,' reveals the cognitive biases costing insurance agents money every day—and the specific techniques to override them for better business outcomes.
06/05/2025 · 5 min read
Jay Bregman couldn't get insurance for his drone gigs, so he built Thimble to fix it. His story of disciplined expansion and market-driven product design is a masterclass in insurtech done right.
01/30/2025 · 6 min read
While everyone chases digital leads, Rudy Surovick has been quietly building insurance books using direct mail and relationship techniques that most agents have abandoned — and his results are hard to argue with.
01/22/2025 · 6 min read
Travis Gensler navigated a marketing franchise disaster before finding his footing as an independent insurance agent. The technology choices he made during the transition didn't just modernize his operation — they became his competitive moat.
01/15/2025 · 7 min read
Chris Cheatham saw that insurance's document complexity was a technology problem with a machine learning solution. His journey from law to co-founding Risk Genius to spinning out Milo is a blueprint for thinking about where AI fits in the insurance industry.
01/14/2025 · 4 min read
Chris Cheatham co-founded Risk Genius and pioneered insurance AI technology after discovering that complex legal documents were exactly the problem machine learning was built to solve. Full episode drops tomorrow.
01/08/2025 · 6 min read
Ryan Schaffer's journey from aspiring firefighter to mortgage professional to insurance strategist produced a cross-industry framework for identifying critical success traits, building durable referral partnerships, and scaling operations without losing competitive edge.
01/07/2025 · 4 min read
Ryan Schaffer survived the 2008 financial crisis in mortgage and translated those hard lessons into an insurance agency efficiency framework built around specific traits, referral partnerships, and systems that scale. Full episode drops tomorrow.
01/01/2025 · 6 min read
Chad Spaide built a sustainable, competitive insurance career by automating the work that depletes agents and protecting the human connection that actually closes deals. His specific framework for doing both is worth studying.
12/31/2024 · 4 min read
Chad Spaide cracked the code on staying competitive and avoiding burnout simultaneously — by letting technology handle the repetitive work while doubling down on genuine human connection where it matters most.
12/25/2024 · 6 min read
Ramis Hakim went from aspiring minister to final expense powerhouse by doing one thing most agents won't: picking a narrow lane and becoming the best in the country at it. His specialization philosophy and culture framework are immediately actionable.