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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:…
3 months ago
Stuff About Money: Emotions Are Signals, Not Instructions
Money is emotional — and in this episode, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore why emotions have such a powerful infl…
3 months, 2 weeks ago
Athena Page On What Is Really Driving Producers Out The Door
What's really behind the growing wave of producers walking out the door? Jason Cass sits down with Athena Page, Head of Sales at Virtual Intelligence…
3 months, 2 weeks ago
Insurance Shoptalk: AI vs. AI The New Battle Against Insurance Claim Fraud
In this episode of Insurance Shoptalk, Eric Stein sits down with David Prejeant, Vice President of Client Relations at Alacrity Solutions, to discuss…
3 months, 3 weeks ago
Why Gen Z Could Be Your Agency's Secret Weapon
The agencies that figure out Gen Z first will have a serious edge. As part of the Virtual Intelligence series, Jason Cass sits down with Juan Rueda, …
3 months, 3 weeks ago
Stuff About Money: Mindset: Your Financial Beliefs Driving Your Financial Decisions
In the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked…
3 months, 4 weeks ago
The Phone Call Is Not Dead, It’s Just Getting Smarter
What happens when the person building your phone technology has actually spent time on your side of the desk? Jason sits down with Veronika Perkowski…
4 months ago
Rough Notes Front Cover, June 2026: Bradley Flowers, Portal Insurance
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Bradley Flowers, Founder …
4 months ago
Insurance Shoptalk: Own Your Pipeline How Agencies Build True Marketing Independence
In this episode of Insurance Shoptalk, Eric Stein sits down with Jake Cash, founder of CynrX Group and former marketing leader at GEICO, to discuss w…
4 months ago
Ryan Hanley: The Human Moment AI Can't Replace
What happens when you stop building your life around your work and start building your work around your life? Jason sits down with Ryan Hanley for a …
4 months ago