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Artwork for Business Refocused
Insurance Industry
Insurance
Career Development
Internship Programs
Entrepreneurship
Insurance Networks
Technology
Mental Health Awareness
Organizational Structure
Generational Change
Covid-19 Impact
Artificial Intelligence
Client Relationships
Mergers and Acquisitions
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

PublishesWeeklyEpisodes149Founded3 years ago
Number of ListenersCategories
EntrepreneurshipBusinessManagement

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Artwork for Business Refocused

Latest Episodes

On Business Refocused, Lindsay and Carey sit down with Trace Meek, a third-generation agency owner and founder of Ask Fetch, to talk about one of the most persistent challenges in personal lines: the underwriting bottleneck. From appetite confusion t... more

On this episode of Business Refocused, Carey and Lindsay Wallace sit down with Jay Mueller, an independent agency owner who lives on the Mediterranean coast of Spain while running a growing brick and mortar insurance agency in Cincinnati. He shares h... more

On Business Refocused, Lindsay and Carey talk with Raghav Tanna, founder of Tarmika and cofounder of the nonprofit Little Sparks Project. Raghav shares the real story behind building Tarmika, selling to Applied Systems, and deciding when it is time t... more

On this episode of Insurance Refocused, Carey and Lindsay Wallace sit down with tax attorney David Foate to unpack the truth about year-end tax planning for insurance agencies. From entity structure decisions to vehicle deductions, R&D credits, and h... 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
Co-host and founder of Agency Focus, Carey has a rich background in helping insurance agencies leverage data for growth strategies and improving business operational efficiencies.
Lindsay Wallace
Co-host with a unique focus on marketing within the insurance industry, Lindsay bridges the generational gap in insurance practices and emphasizes practical knowledge sharing for agency growth.

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 States8 months 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 States8 months 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.

Listeners appreciate actionable content and valuable insights into navigating business challenges and agency growth.
Dynamic duo of Carey and Lindsay creates an inspiring and educational environment for listeners.
The podcast covers insightful topics related to empowering women in the insurance industry and celebrates leadership.

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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?

This podcast serves as a resource for leaders seeking practical guidance on the intricacies of managing business growth, covering the numbers, people, and strategic considerations involved in sustainable development. Its hosts aim to equip listeners with the tools necessary to navigate critical transitions such as mergers, ownership changes, and operational rethinking, while emphasizing the importance of data-driven decision making. Notably, the show presents insights applicable not just to the insurance industry but to business owners across various sectors facing similar challenges in their growth journeys. The engaging discussions often feature expert guests who share their experience and advice on overcoming common hurdles in the path t... more

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How many episodes of Business Refocused are there?

Business Refocused launched 3 years ago and published 149 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. 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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