Business Refocused
By Lindsay Sexton & Carey Wallace
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Image by Lindsay Sexton & Carey Wallace
Category: Entrepreneurship
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Subscribers: 3
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Episodes: 151
Description
Helps leaders navigate the numbers, people, and strategy behind sustainable growth. Hosted by Carey Wallace and Lindsay Sexton, the show dives into what really happens when a business is changing, whether it’s expanding, merging, transitioning ownership, or rethinking operations.
Each conversation offers practical insight on analyzing your business, making data-driven decisions, and building a company built to last.
Show previously named Insurance Refocused, but changed to Business Refocused in November 2025. Business owners of all industries face the same challenges as independent insurance agencies.
| Episode | Date |
|---|---|
|
#150 - Transition From Fighter Pilot to Business Owner w/ Robert "Cujo" Teschner
|
Dec 09, 2025 |
|
#149 - Lessons from a Serial Entrepreneur w/ Alan Ringvald
|
Dec 02, 2025 |
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#148 - Solving the Underwriting Bottleneck w/ Trace Meek
|
Nov 25, 2025 |
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#147 - Running The Business Abroad w/ Jay Mueller
|
Nov 18, 2025 |
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#146 - How to Choose the Right Buyer w/ Raghav Tanna
|
Nov 11, 2025 |
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#145 - Year-End Tax Planning for Insurance Agencies w/ David Foate
|
Nov 04, 2025 |
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#144 - Why Every Agency Owner Needs a Mastermind Group
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Oct 28, 2025 |
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#143 - The Differences in M&A: Accounting vs Insurance M&A w/ Aaron Stocks
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Oct 21, 2025 |
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#142 - Doubling Your Independent Insurance Agency's Value in Three Years
|
Oct 14, 2025 |
|
What to Know Before Buying an Agency (Carey & Hawksoft)
|
Oct 07, 2025 |
|
#140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani
|
Sep 30, 2025 |
|
#139 - Transitioning from Captive to Independent w/ Charley Todd
|
Sep 23, 2025 |
|
#138 - Inside the Acquisition: Year After Reflection w/ Rob Bowen
|
Sep 16, 2025 |
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#137 - Women Supporting Women w/ Dawnyel Smink
|
Sep 09, 2025 |
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#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
|
Sep 02, 2025 |
|
#135 - Building a Generational Insurance Agency w/ Lee Gaudette
|
Aug 26, 2025 |
|
#134 - What Banks Look for in Insurance Agency Buyers w/ Kimberly Bunce
|
Aug 19, 2025 |
|
#133 - Taking Over the Family Insurance Agency w/ Taylor Garcia
|
Aug 12, 2025 |
|
#132 - How Agencies Are Using AI in the Insurance Industry w/ Justin Thomas
|
Aug 05, 2025 |
|
#131 - The Client-Centric Approach to Agency Acquisitions w/ John Darr
|
Jul 29, 2025 |
|
#130 - Producer Compensation in Independent Insurance Agencies
|
Jul 22, 2025 |
|
#129 - From R&B Artist to Agency Owner w/ Jarrard "Rod" Powell Sr.
|
Jul 15, 2025 |
|
#128 - Exploring the Insurance Industry w/ Molly Harrigan
|
Jul 08, 2025 |
|
#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers
|
Jul 01, 2025 |
|
#126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
|
Jun 24, 2025 |
|
#125 - Reinventing Insurance: Talent, Tech, and Taking Risks w/ Aubie Knight
|
Jun 17, 2025 |
|
#124 - The Future of Work: Bots in Insurance w/ Raul Guerra
|
Jun 10, 2025 |
|
#123 - Decoding Leadership Excellence w/ David Keller
|
Jun 03, 2025 |
|
#122 - The Art of Knowing When to Walk Away in Business w/ Jeff Brehmer
|
May 27, 2025 |
|
#121 - The Heart of Operations: Building a Strong Agency w/ Jessica Yarbrough
|
May 20, 2025 |
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#120 - Navigating Family Dynamics in Business w/ Jackson Rollo
|
May 13, 2025 |
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#119 - Agency Risk
|
May 06, 2025 |
|
#118 - Concentration Risk
|
Apr 29, 2025 |
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#117 - Can AI Answer Your Agency’s Phones? w/ Francisco Lopes
|
Apr 22, 2025 |
|
#116 - Buying an Agency After Loss w/ Ted Rusinoff
|
Apr 15, 2025 |
|
#115 - Harnessing AI in Insurance w/ Landry Fields
|
Apr 08, 2025 |
|
#114 - Preparing an Agency For Sale w/ Steve Carroll
|
Apr 01, 2025 |
|
#113 - The Power of Mastermind Groups w/ Jason Kilgo
|
Mar 25, 2025 |
|
#112 - Internal Transition of a Family Insurance Agency w/ Landon Bentham
|
Mar 18, 2025 |
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#111 - The Journey of Female Entrepreneurs w/ Julie Webb
|
Mar 11, 2025 |
|
#110 - High Risk Niche w/ Chris Larmore
|
Mar 04, 2025 |
|
#109 - Failing to Plan: An Agency's Biggest Risk
|
Feb 25, 2025 |
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#108 - Agency Risk Factors
|
Feb 18, 2025 |
|
#107 - The Future of Remote Work w/ Jim Schubert
|
Feb 11, 2025 |
|
#106 - Supporting Sales in the Insurance Industry w/ Karl Sherrill
|
Feb 04, 2025 |
|
#105 - Family Agency Ownership Transition w/ Jordan Piland
|
Jan 28, 2025 |
|
#104 - Starting From Scratch w/ Charles McDade
|
Jan 21, 2025 |
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#103 - Effective Tax Planning w/ Andre Logan, Ivan Kan & Aaron Stocks
|
Jan 14, 2025 |
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#102 - Not All Buyers are Right for Every Seller w/ Jake Jensen & Kevin Callister
|
Jan 07, 2025 |
|
#101 - 2025 Predictions w/ Thomas Mann
|
Dec 31, 2024 |
|
#100 - The Insurtech Santa w/ Frank Sentner
|
Dec 24, 2024 |
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#99 - Creating an Internship Program w/ Andrew Darlington
|
Dec 17, 2024 |
|
#98 - Choosing a Network w/ Dawnyel Smink
|
Dec 10, 2024 |
|
#97 - Project 55: Empowering Mental Health Awareness w/ Justin Goodman & Brenden Corr
|
Dec 03, 2024 |
|
#96 - Permission to Fail w/ Andrew Ryan
|
Nov 26, 2024 |
|
#95 - What Even Is a Valuation Report Anyways w/ Carey & Lindsay
|
Nov 19, 2024 |
|
#94 - Solving the People Problem w/ Billy Wagner
|
Nov 12, 2024 |
|
#93 - The Future of Agency Acquisitions w/ Mike Wagar & Mike Strakhov
|
Nov 05, 2024 |
|
#92 - Increasing Your Agencies Valuation
|
Oct 29, 2024 |
|
#91 - The Data-Driven Future of Insurance w/ Kabir Syed
|
Oct 22, 2024 |
|
#90 - Marketing Drives Agency Acquisitions w/ Nick Vitali
|
Oct 15, 2024 |
|
#89 - Humanity is Our Biggest Superpower w/ Vonda Copeland
|
Oct 08, 2024 |
|
#88 - Don't Fall in Love With the Deal w/ Bradley Flowers
|
Oct 01, 2024 |
|
#87 - Establishing Authority in Your Niche w/ Bill Butler
|
Sep 24, 2024 |
|
#86 - Inside the Acquisition: 7-Month Reflection w/ Rob Bowen
|
Sep 17, 2024 |
|
#85 - Disrupting Systemic Poverty w/ Wessly J. Anderson
|
Sep 10, 2024 |
|
#84 - Holding Court w/ Heath (The Mayor) Shearon
|
Sep 03, 2024 |
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#83 - Redefining Ability: Autism in the Workplace w/ Spencer Berg
|
Aug 27, 2024 |
|
#82 - Adapting to the Evolving Tech Landscape w/ Sean & Paul Hawkins
|
Aug 20, 2024 |
|
#81 - Four Generations of Trimbles w/ Kirt Trimble
|
Aug 13, 2024 |
|
#80 - Get Your Financials In Order Pre-Sale w/ Aaron Stocks
|
Aug 06, 2024 |
|
#79 Reflections on Year One as CEO of Big I w/ Charles Symington
|
Jul 30, 2024 |
|
#78 - Lead Gen Strategy w/ Jonathan Lugo
|
Jul 23, 2024 |
|
#77 - 37 Agencies and the Road to One More Policy w/ John Darr
|
Jul 16, 2024 |
|
#76 - Understanding Tax Implications in Insurance Agency Acquisitions w/ David E. Foate
|
Jul 09, 2024 |
|
#75 - Not Your Grandfather's Acquisition Strategy w/ Adam Bowe
|
Jul 02, 2024 |
|
#74 - Deciding to Sell the Agency w/ Matt Crismore
|
Jun 25, 2024 |
|
#73 - Video is a Game Changer w/ Chris Langille
|
Jun 18, 2024 |
|
#72 - Business Partnerships: Lessons Learned w/ Grant Weber
|
Jun 11, 2024 |
|
#71 - Could Data Change the Acquisition Space w/ David Watson
|
Jun 04, 2024 |
|
#70 - Launching Trusted Risk Advisor Status
|
May 28, 2024 |
|
#69 - Embracing Vulnerability and Authenticity w/ Meg McKeen
|
May 21, 2024 |
|
#68 - Family First w/ Olivia Schmitt
|
May 14, 2024 |
|
#67 - Investing in the Right Tools w/ Kevin Panter
|
May 07, 2024 |
|
#66 - A Lawyers Take on The FTC Non-Competes Ban w/ Jennifer Weaver
|
Apr 30, 2024 |
|
#65 - Playing the Long Game w/ Jimi Honochick
|
Apr 23, 2024 |
|
#64 - From Doctor to Insurance Agent w/ Jacob Eisenrich
|
Apr 16, 2024 |
|
#63 - The Truth about Selling Your Agency w/ Matt Naimoli
|
Apr 09, 2024 |
|
#62 - Marketing 101 w/ Daniel Smith
|
Apr 02, 2024 |
|
#61 - In Memory of Bobby Salmon
|
Mar 26, 2024 |
|
#60 - Reflecting on Failures w/ Chris Paradiso
|
Mar 19, 2024 |
|
#59 - Owning Your Niche w/ Clinton Orr
|
Mar 12, 2024 |
|
#58 - Navigating Partnerships w/ Chris May
|
Mar 05, 2024 |
|
#57 - Planning for Ownership Transfers w/ Erik Garcia
|
Feb 27, 2024 |
|
#56 - Financial Planning for Agency Owners w/ Erik Garcia
|
Feb 20, 2024 |
|
#55 - Financially Preparing for Ownership w/ Erik Garcia
|
Feb 13, 2024 |
|
#54 - Selling the Family Legacy w/ Christos Provistalis
|
Feb 06, 2024 |
|
#53 - The Secret to a Successful Multi-Generational Agency w/ Patty & Vanessa Lares
|
Jan 30, 2024 |
|
#52 - Agents Learning From Agents w/ Michael McCormick & Taylor Dobbie
|
Jan 23, 2024 |
|
#51 - Finding Your Staff's Right Seat w/ Missy Stallings
|
Jan 16, 2024 |
|
#50 - A Lawyers Perspective on Buying/Selling w/ George Pilat
|
Jan 09, 2024 |
|
#49 - Optimizing AI w/ CJ Hutsenpiller
|
Jan 02, 2024 |
|
#48 - Back to Sales Basics w/ Billy Williams
|
Dec 27, 2023 |
|
#47 - Double Your Manpower & Cut Your Costs w/ Austin Moorehead
|
Dec 19, 2023 |
|
#46 - Bankers' Mindset in Acquisitions w/ Morgan Harriss
|
Dec 12, 2023 |
|
#45 - Beginners Guide to Acquisitions w/ Rob Bowen
|
Dec 05, 2023 |
|
#44 - Automation: The Power of Time w/ Casey Nelson
|
Nov 28, 2023 |
|
#43 - The Internship of Buying an Agency w/ Lisa Hengel
|
Nov 21, 2023 |
|
#42 - Generations of Teaching w/ Christy & Chasity Ross
|
Nov 14, 2023 |
|
#41 - Steady Process Progress w/ Thomas Mann
|
Nov 07, 2023 |
|
#40 - M&A is a Bullet Point on the Journey w/ Keith Savino
|
Oct 31, 2023 |
|
#39 - Funding the Sale w/ Mike Wagar
|
Oct 24, 2023 |
|
#38 - Breaking Down Data w/ Pat West
|
Oct 17, 2023 |
|
#37 - Agency Mergers: Cash to Bots w/ Angela Trimble
|
Oct 10, 2023 |
|
#36 - Pivot to Success w/ Nicole Ostrander
|
Oct 03, 2023 |
|
#35 - The Building Process w/ Daniel Rohrbaugh
|
Sep 26, 2023 |
|
#34 - Craving Connection w/ Mike Crowley
|
Sep 19, 2023 |
|
#33 - Like Mother Like Daughter w/ Teresa and Kaleigh Kitchens
|
Sep 12, 2023 |
|
#32 - Habits & Relationships w/ Terren Moore
|
Sep 05, 2023 |
|
#31 - Influencing Culture w/ Emmanuel Osuyah
|
Aug 29, 2023 |
|
#30 - Risk Proof Your Business w/ Chris Greene
|
Aug 22, 2023 |
|
#29 - Talkin' EBITDA w/ Andrew Wynn
|
Aug 15, 2023 |
|
#28 - Your Agency Is Your Engine w/ Josh Gurley
|
Aug 08, 2023 |
|
#27 - Automating Personal Lines w/ Elle Bunn Lappan
|
Aug 01, 2023 |
|
#26 - After the Sale w/ Max Olson
|
Jul 25, 2023 |
|
#25 - Running on Data w/ Ryan Pessell
|
Jul 18, 2023 |
|
#24 - Independence: A Blessing & a Curse w/ Chris Cline
|
Jul 11, 2023 |
|
#23 - Selling Your Story w/ Ciara Gravier
|
Jul 04, 2023 |
|
#22 - Let the Data Lead You w/ Seth Zaremba
|
Jun 27, 2023 |
|
#21 - In the Absence of a Plan w/ Abigail Whorton
|
Jun 20, 2023 |
|
#20 - Delivering a Premium Experience w/ Jack Wingate
|
Jun 13, 2023 |
|
#19 - The Marketing Journey w/ Dani Kimble
|
Jun 06, 2023 |
|
#18 - Proud to Be w/ Scott Howell
|
May 30, 2023 |
|
#17 - Wearing the Hat to Solve the Problem w/ Cyrus Jaffery
|
May 23, 2023 |
|
#16 - Building a Legacy w/ Aaron Gordon
|
May 16, 2023 |
|
#15 - The Bots Have Arrived w/ Mike Fusco
|
May 09, 2023 |
|
#14 - Achieving Freedom w/ Mike Stromsoe
|
May 02, 2023 |
|
#13 - Start With What Works w/ Matt O'Neill
|
Apr 25, 2023 |
|
#12 - The Power of Being Intentional w/ Pat O'Neill
|
Apr 18, 2023 |
|
#11 - Coverage from Fayetteville, NC to Qatar w/ Landon Bentham
|
Apr 11, 2023 |
|
#10 - Technology is a BIG Decision w/ George Robertson
|
Apr 04, 2023 |
|
#9 - The Biggest Sale of My Life w/ Ryan Reynolds
|
Mar 28, 2023 |
|
#8 - The M&A Game Has Changed w/ Jared Roy
|
Mar 21, 2023 |
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#7 - Leading by the Numbers w/ Michelle O'Connor
|
Mar 14, 2023 |
|
#6 - Have Some Dog In You w/ Kyle Becker
|
Mar 07, 2023 |
|
#5 - Trust is the Foundation of Change w/ Matt Simon
|
Feb 28, 2023 |
|
#4 - Insuring the Future w/ Bobby Salmon
|
Feb 21, 2023 |
|
#3 - Culture: Love Your People w/ Beth DeLaForest
|
Feb 14, 2023 |
|
#2 - Redefining Community w/ Joe Hollier
|
Feb 07, 2023 |
|
#1 - Data Changes Everything w/ Syd Roe
|
Jan 31, 2023 |
|
Intro to Insurance Refocused: A Sneak Peek!
|
Jan 29, 2023 |