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Stuff About Money: Episode 109: Time, Compounding, and the Truth About Building Wealth
In this episode, Erik P. Garcia, CFP®, ChFC®, BFA™, and Xavier J. Angel, CFP®, ChFC®, unpack a misunderstood truth about building wealth: real wealth…
4 months, 1 week ago
Millionaire Insurance Producer: Podcast Rebrand - The "Permission Sales" Pivot
In this episode of the Millionaire Insurance Producer podcast, host In this last episode of the Millionaire Insurance Producer Podcast, host Charles …
4 months, 1 week ago
From Corporate To Agency: Patrick Murakami's Journey And AI Innovations
In this episode, Jason Cass interviews Patrick Murakami, a forward-thinking insurance agency owner, about his journey from corporate to entrepreneurs…
4 months, 2 weeks ago
Millionaire Insurance Producer: In Order to Win Someone Else Has to Lose
In order for you to win a new client the incumbent agent has to lose. The incumbent agent needs to get fired in order for you to get hired. But how d…
4 months, 3 weeks ago
Stuff About Money: Episode 108: Consistency: The Hidden Engine of Wealth
In this third episode of the series, Erik Garcia, CFP®, and Xavier Angel, CFP®, uncover what they call the hidden engine behind wealth: consistency. …
4 months, 3 weeks ago
Rough Notes Front Cover, May 2026: Mark Flockhart - Valor Insurance Group
In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Mark Flockhart, Founder o…
4 months, 4 weeks ago
Millionaire Insurance Producer: Appointment Setting (and Getting Awarded the BOR)
Two things... In this episode of the Millionaire Insurance Producer Podcast, host Charles Specht briefly shares how to set more new business appointm…
5 months ago
Stuff About Money: Episode 107: 3 Behaviors That Protect Your Wealth: The Disciplines That Keep You From Losing What You’ve Built
In the last episode, we broke down the behaviors that quietly destroy wealth—emotional decisions, lifestyle creep, and overconfidence. But avoiding m…
5 months, 1 week ago
Insurance Shoptalk: The Future of Insurance: AI, M&A, and What Agents Must Do Now
In this episode of Insurance Shoptalk, host Eric Stein sits down with Joe Zuk, an operating partner with Altamont Capital Partners, to discuss the fu…
5 months, 1 week ago
Stuff About Money: Episode 106: Before You Build Wealth… Stop Destroying It: The 3 Behaviors That Sabotage Your Financial Future (Part 1 of 4)
Before you can build wealth, you have to stop destroying it. Nobel Prize-winning economist Richard Thaler said it best: “People don’t act rationally.…
5 months, 3 weeks ago