Insurance Refocused
The independent insurance agency space is rapidly changing and evolving. The whole industry is feeling it and we want to provide a connection for agents to understand that they’re not alone. Join industry expert, Carey Wallace, and her Gen X daughter, Lindsay Wallace, as they interview agency owners, and get down in the nitty-gritty of every day topics that you face in your agency. The incoming wave of M&A, agency marketing, technology & insurtech, and generational change is upon us, join us as we redefine the industry!
Insurance Refocused
#28 - Your Agency Is Your Engine w/ Josh Gurley
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Lindsay & Carey Wallace
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Episode 28
In this episode Carey and Lindsay sit down with Josh Gurley from HM Advisors to talk about the path to agency ownership, the key to having a healthy partnership, and the importance of giving your agency a tune up.
This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/
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Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/