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Insurance Industry
Insurance
Career Development
Internship Programs
Entrepreneurship
Insurance Networks
Technology
Mental Health Awareness
Mergers and Acquisitions
Organizational Structure
Generational Change
Covid-19 Impact
Artificial Intelligence
Client Relationships
Insurance Technology
Private Equity
Agent Support
Agency Growth
Veterinary Insurance
Insurance Agencies

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 co... more

PublishesWeeklyEpisodes163Founded3 years ago
Number of ListenersCategories
ManagementEntrepreneurshipBusiness

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Artwork for Business Refocused

Latest Episodes

In this episode of Business Refocused, Lindsay and Carey focus specifically on benchmarking and why it might be the most underutilized tool in an agency owner’s toolbox.

A lot of owners think benchmarking is just a “nice to have” report. In reality,... more

In this solo episode of Business Refocused, Lindsay sits down with sales coach and founder of The Sales Collective, Steve Heroux, for a direct and eye-opening conversation about why so many agencies struggle with producer hiring, motivation, and grow... more

In this episode of Business Refocused, Carey and Lindsay welcome AgencyFocus Fractional CFO Lisa Melroy, CPA, for a very real conversation about budgeting inside independent insurance agencies.

Lisa has spent more than 30 years in financial roles, i... more

In this episode of Business Refocused, Lindsay and Carey sit down with Laurie Barkman, owner of The Business Transition Sherpa, to talk about one of the most common (and most avoided) conversations in independent insurance agencies: how to transition... more

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Recent Guests

Carey Wallace
Founder of Agency Focus, helping small businesses leverage data
Agency Focus
Episode: What to Know Before Buying an Agency (Carey & Hawksoft)
Monica Adwani
Partner at Breezy Seguros, former analyst at Liberty Mutual Institute for Safety
Breezy Seguros
Episode: #140 - Why Transferability Defines Your Agency’s Value w/ Monica Adwani
Charley Todd
Entrepreneur and owner of Charley Insurance
Charley Insurance
Episode: #139 - Transitioning from Captive to Independent w/ Charley Todd
Dawnyel Smink
Leader and advocate for women in the insurance industry
Founder of WISE
Episode: #137 - Women Supporting Women w/ Dawnyel Smink
Elizabeth Moore
Founder of Amelia Risk, an agency specializing in insurance for consumer packaged goods
Amelia Risk
Episode: #136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
Lee Gaudette
Owner of Gaudette Insurance Agency, with nearly 35 years of experience at the agency
Gaudette Insurance Agency
Episode: #135 - Building a Generational Insurance Agency w/ Lee Gaudette
Kimberly Bunce
Connected to the insurance industry through her work with Security Financial Bank.
Security Financial Bank
Episode: #134 - What Banks Look for in Insurance Agency Buyers w/ Kimberly Bunce
Kelly Drouillard
Expert in insurance mergers and acquisitions, mentor in the industry
INS Capital
Episode: #126 - Maximizing Agency Value in Acquisitions w/ Kelly Drouillard
Raul Guerra
Expert in Robotic Process Automation and AI technologies
Alleviant VBOTS
Episode: #124 - The Future of Work: Bots in Insurance w/ Raul Guerra

Hosts

Carey Wallace
Lindsay Wallace

Reviews

4.9 out of 5 stars from 56 ratings
  • Great!

    Love this podcast!! Hope to listen to more and more

    Apple Podcasts
    5
    Jhedwar
    United Statesa year ago
  • Crowded space

    Nice to find a good conversation in an otherwise crowded space , drop the insurance and call it business refocused and watch your numbers soar. You ladies are quite the duo.

    Apple Podcasts
    2
    PJ Carisimo
    United Statesa year ago
  • Excellent mix of topics and guests

    Carey and Lindsay make a great team and create a very comfortable environment as a guest and listener. And, they are assembling a great mix of guests and topics to share with our industry.

    Apple Podcasts
    5
    Chris....C
    United States2 years ago
  • One of my favorite listens each week

    If you aren’t learning something from this show, you aren’t listening to it right! I love Carey and Lindsay do a phenomenal job on this podcast. The world of M&A and agency marketing can be confusing and get overwhelming, but this podcast has the right mix of energy and knowledge and fun to make it easy to listen! I highly recommend you stop reading this review and hit play right now !! What are you waiting for ?!

    Apple Podcasts
    5
    SHEARONH
    United States3 years ago
  • I took pages of notes!

    Carey and Lindsay are a dream team! I took four pages of notes after listening to their episode with Mike Fusco about bots. Highly actionable content!!

    Apple Podcasts
    5
    Jim_Schubert
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many note the valuable perspective offered by the hosts, Carey and Lindsay, as they connect topics specific to the insurance sector to broader business challenges.
Overall, the podcast is well-regarded for bringing together diverse guests with relevant experience and knowledge.
Some feedback suggests a desire for deeper exploration of certain topics.
The chemistry between the hosts is often mentioned as a highlight, making the content engaging and relatable.
Listeners appreciate the actionable insights provided on navigating business transformations and growth strategies.

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Talking Points

Recent interactions between the hosts and their guests.

What to Know Before Buying an Agency (Carey & Hawksoft)
Q: What are the signs that your business is mature enough to start acquiring?
You should have clean financials, know your target acquisitions, ensure your team has the capacity, and have processes in place for a smooth transition.
What to Know Before Buying an Agency (Carey & Hawksoft)
Q: What does it mean to buy an agency?
It typically means acquiring the book of business, which includes customer renewals and potentially the associated entities.
#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
Q: What advice would you give to someone considering a niche in insurance?
Elizabeth advises pursuing a niche that aligns with one's passions, emphasizing that genuine interest translates into better client relationships.
#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
Q: What differentiates your agency from others in the crowded CPG space?
Elizabeth explains that Amelia Risk aims to make the insurance process easier and more accessible, focusing on client needs and maintaining quality personal communication.
#136 - Building a Niche Independent Insurance Agency w/ Elizabeth Moore
Q: How did insurance find you?
Elizabeth shares that she fell into the insurance industry due to a job offer and realized she enjoyed it despite initially pursuing a career in marketing and advertising.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Business Refocused

What is Business Refocused about and what kind of topics does it cover?

Centered around the intricacies of business growth and transformation, the discussions focus on various aspects such as strategic planning, operations, employee management, and financial analysis. With a unique ability to relate concepts from the insurance sector to broader business challenges, the hosts provide actionable insights for managing transitional periods like expansion, mergers, or ownership changes. Notably, the emphasis on data-driven decision-making, cultural fit, and communication within organizations sets it apart, making it a resourceful avenue for leaders looking to foster sustainable growth in any industry.

Where can I find podcast stats for Business Refocused?

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How many listeners does Business Refocused get?

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What are the audience demographics for Business Refocused?

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How many episodes of Business Refocused are there?

Business Refocused launched 3 years ago and published 163 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Business Refocused?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Business Refocused?

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What guests have appeared on Business Refocused?

Recent guests on Business Refocused include:

1. Carey Wallace
2. Monica Adwani
3. Charley Todd
4. Dawnyel Smink
5. Elizabeth Moore
6. Lee Gaudette
7. Kimberly Bunce
8. Kelly Drouillard

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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