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Insurance Shoptalk: Building an Agency People Want to Join — and Owners Want to Sell To
In this episode of Insurance Shoptalk, Eric Stein sits down with Marc Duffy of Duffy Insurance to explore how a family-owned independent insurance ag…
1 month, 1 week ago
Chris Voss: The Most Dangerous Negotiation Is the One You Don't Know You're In
What if the negotiation you're losing has already started before you even open your mouth? Jason Cass sits down with Chris Voss, CEO and Founder of T…
1 month, 1 week ago
Stuff About Money: Is Financial Control an Illusion?
How much control do we really have over our financial future? In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore the t…
1 month, 2 weeks ago
Rough Notes Front Cover, August 2026: Michael Cruz, Foresight Insurance
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Michael Cruz, Principal O…
1 month, 4 weeks ago
Your AMS Isn't Dying, It's Getting Demoted
Why do less than a third of independent agents actually use a CRM, and what is that gap costing them? Jason Cass sits down with Mariah Gates, Founder…
2 months ago
Stuff About Money: Love, Trust, and Money
Money is rarely just about numbers inside a relationship. In this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT unpack why financ…
2 months ago
Your Past Financial Mistakes Are Not Your Identity
Everyone has financial regrets. In this episode, Erik and Dr. Matt tackle the emotional weight people carry from past financial decisions — debt, ove…
2 months, 2 weeks ago
Michael Cruz: The Virtual Employee Playbook
What does it actually look like when an independent agent builds a fully staffed, four-day-workweek agency that outpaces the captives? Jason Cass sit…
2 months, 3 weeks ago
Rough Notes Front Cover, July 2026: Angela Trimble & Janet Payne, TrustPoint Insurance
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Angela Trimble & Janet Pa…
2 months, 4 weeks ago
Stuff About Money: Motivation Won’t Build Wealth. Habits Will
Most people believe financial transformation starts with motivation. Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT argue the opposite:…
2 months, 4 weeks ago