Rephonic
Artwork for Business Refocused
Insurance Industry
Insurance
Artificial Intelligence
Agencyfocus
Mergers and Acquisitions
Independent Insurance Agencies
Agency Valuation
Entrepreneurship
Agency Growth
Career Development
Insurance Agencies
Agency Acquisitions
Client Relationships
Internship Programs
Technology
Agency Management
Insurance Networks
Leadership
Interest Rates
Profitability

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

PublishesWeeklyEpisodes175Founded3 years ago
Number of ListenersCategories
EntrepreneurshipManagementBusiness

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Artwork for Business Refocused

Latest Episodes

In this episode of Business Refocused, Carey and Lindsay sit down with Patrick McClure of Impact Performance Team to talk about one of the biggest challenges agency owners face: creating a true sales culture.

Patrick shares his journey from commerci... more

In this episode of The Insurance Refocused Podcast, Lindsay and Carey Wallace welcome Beth DeLaForest back to the show to talk about Launchpad, a new webinar series designed to help the next generation of insurance professionals learn, grow, and buil... more

In this special re-release, we’re sharing an episode originally featured on Nina Shepard's Insurance Leaders Lab Podcast. Carey joins Nina to talk about financial clarity for independent insurance agency owners. 

They discuss why waiting until you'r... more

In this episode of Business Refocused, Carey and Lindsay break down what they’re seeing from real agency benchmarking data and how top-performing insurance agencies are driving growth and profitability.

They walk through the key metrics that matter ... more

Key Facts

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Recent Guests

Beth DeLaForest
Co-founder of Launchpad, industry leader
Launchpad
Episode: #173 - Building the Next Generation of Insurance Leaders with Launchpad
Carey Wallace
Founder of AgencyFocus; Certified Exit Planning Advisor
AgencyFocus
Episode: Run Your Agency Like You're Selling It Tomorrow (Carey & Insurance Leaders Lab)
Todd Hufford
CFO at Conner Insurance
Conner Insurance
Episode: #169 - How Smart Agencies Are Hiring Young Talent w/ Todd Hufford
Nicole Malachowski
Retired US Air Force Colonel, first female Thunderbird pilot
Former U.S. Air Force
Episode: #168 - What Comes Next? Redefining Yourself After a Career Shift w/ Nicole Malachowski
Adam DeLaForest
Guest, valuations expert at AgencyFocus
AgencyFocus
Episode: #163 - It's Not Always About Size w/ Adam DeLaForest
Steve Heroux
Sales leadership expert; The Sales Collective founder
The Sales Collective
Episode: #161 - Hire Better Producers w/ Steve Heroux
Lisa Melroy
Fractional CFO, CPA with 30 years in financial services
AgencyFocus
Episode: #160 - No Crying In Budgeting w/ Lisa Melroy
Laurie Barkman
Founder of AgencyFocus, author, advisor on business transition
AgencyFocus
Episode: #159 - Who Should Own Your Agency After You w/ Laurie Barkman
Keith Mangini
InsurBank commercial team leader
InsurBank
Episode: #158 - Interest Rates and Agency M&A in 2026 w/ Scott Freiday & Keith Mangini

Hosts

Carey Wallace
Co-host introducing the show and guiding the discussion; focuses on growth, data, and strategy for agencies.
Lindsay Sexton
Co-host leading conversations; brings marketing, growth, and generational perspective to discussions.

Reviews

4.9 out of 5 stars from 55 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 States3 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.

Listeners praise practical, actionable insights and a strong mother-daughter host dynamic.
Audiences often note the show makes complex insurance industry topics accessible and engaging.
Guests and topics are described as high-quality, with in-depth discussions on growth, M&A, and outsourcing.

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Talking Points

Recent interactions between the hosts and their guests.

#168 - What Comes Next? Redefining Yourself After a Career Shift w/ Nicole Malachowski
Q: Where would you start if you had to reinvent yourself again, hopefully by choice this time?
I would embrace curiosity, leverage Ikigai to identify a path that combines passion, world needs, and skill, and seek opportunities that align with my strengths beyond the prior career.
Run Your Agency Like You're Selling It Tomorrow (Carey & Insurance Leaders Lab)
Q: So what does it mean to get it right? Where do I start? Let's give our listeners maybe three steps to start with.
Carey outlines a practical three-step approach: classify people into correct producer/CSR categories with appropriate compensation, benchmark total compensation against industry standards, and align compensation with roles and anticipated book growth to ensure staff incentives support the agency's strategic plan.
#165 – The Decisions That Matter When Selling Your Agency w/ Matt Naimoli
Q: Why should an agency seek out a broker to help them through that process?
Because selling a business is a major life decision with emotional and strategic implications, and a broker helps navigate preparation, market access, and negotiations to maximize outcomes while aligning with a buyer who fits day-two culture.
#169 - How Smart Agencies Are Hiring Young Talent w/ Todd Hufford
Q: How can agency owners justify investing in early-career talent amid concerns about EBITDA and short-term margins?
Treat hiring as an investment with a measurable ROI; allocate a 'dry powder' percentage of revenue for new production and demonstrate that disciplined training can yield multiple successful producers over time.
#169 - How Smart Agencies Are Hiring Young Talent w/ Todd Hufford
Q: What message do you have for younger people considering a career in insurance and connecting to that generation?
Focus on opportunity, mentorship, and a clear pathway to ownership or leadership within a collaborative, data-informed environment rather than assuming immediate autonomy.

Audience Metrics

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

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Frequently Asked Questions About Business Refocused

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

A practical, profit-focused show for agency leaders and business owners exploring how to grow and sustain value through ownership transitions, acquisitions, and operational improvements. Episodes frequently center on profitability, benchmarking, succession, financing, and how data and people decisions influence long-term growth. Frequent guests include agency owners, finance and lending experts, and insurtech innovators, offering frameworks and real-world examples that listeners can apply to their own businesses. Notable strengths include a clear emphasis on actionable steps, a collaborative mother-daughter host dynamic, and a consistent focus on transferability of value and disciplined financial planning across diverse topics. The format t... more

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How many episodes of Business Refocused are there?

Business Refocused launched 3 years ago and published 175 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Business Refocused?

Recent guests on Business Refocused include:

1. Beth DeLaForest
2. Carey Wallace
3. Todd Hufford
4. Nicole Malachowski
5. Adam DeLaForest
6. Steve Heroux
7. Lisa Melroy
8. Laurie Barkman

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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