In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…
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!
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!
In this episode, Lindsay and Carey sit down with Chris Larmore to discuss his experience in building a niche agency specializing in high risk construction markets. They explore the challenges and opportunities within the insurance market, the importance of relationships, and how technology, particularly AI, is being leveraged to enhance agency efficiency. 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/ ///////////// 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/…
In this episode, Lindsay and Carey discuss the importance of perpetuation planning for agency owners and the consequences in the event of not having a plan in place. They dive into the components that should be included in a perpetuation plan, and the steps to take to create a living document that can be updated regularly. If there's one thing they want listeners to take away from this episode, it's the emotional and financial implications of being unprepared and encourages agency owners to take action to protect their businesses and families. Download our Perpetuation Planning Guide 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/ ///////////// 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/…
In this episode, Lindsay and Carey discuss risk factors affecting agency value, emphasizing the concept of transferability. Carey explains how transferability relates to the predictability of an agency's ongoing performance and the various factors that influence it, including agency culture, technology, and niche markets. The conversation highlights the significance of continuity and the need for agency owners to assess their businesses from a buyer's perspective to identify potential risks. 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/ ///////////// 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/…
In this episode, Lindsay and Carey Wallace, sit down with Jim Schubert, owner of Southern States Insurance, Inc. to explore the dynamics of remote work, the role of virtual assistants in agencies, the impact of employee retention on agency success and the implementation of the Entrepreneurial Operating System (EOS) as a framework for organizational structure and growth. 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/ ///////////// 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/…
In this episode, Lindsay and Carey Wallace sit down with Karl Sherrill to discuss the importance of sales training and the dynamics of agency transitions. Karl shares his personal journey into the insurance world, emphasizing the potential for growth and success within the industry. The discussion also highlights the need for a supportive sales culture and the optimism surrounding the future of independent insurance agencies. 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/ ///////////// 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/…
In this episode Lindsay and Carey Wallace sit down with Jordan Piland, President at Lewis and Wallace Associates, Inc, who shares his journey from working at IBM to the insurance industry at a family agency. We dive deep into a discussion of the challenges and triumphs of working in a family agency, the importance collaboration and open communication, and the timeline of Jordan's transition to ownership within the agency. 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/ ///////////// 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/…
In this episode, Lindsay and Carey Wallace sit down with Charles McDade, Agency Owner at McDade Insurance, to discuss building an agency from scratch from an entrepreneurial perspective. The conversation covers the importance of relationships, the lessons learned from entrepreneurship, and the significance of context in receiving advice. Charles also hits on the top key decisions that agency owners should focus on, including choosing the right MGA for you, understanding financial metrics, and the significance of asking the right questions to foster successful partnerships. 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/ ///////////// 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/…
In this episode, Lindsay and Carey sit down with financial experts Andre Logan, Ivan Kan, and Aaron Stocks from Agency Point and Ameriprise Financial to discuss the financial needs and strategies for agency owners. This episode explores the importance of diversifying wealth, effective tax planning, and the necessity of having a cohesive advisory team that understands the unique challenges faced by agency owners. Learn more here: www.SentinelWealthAdvisoryGroup.com 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/ ///////////// 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/…
In this episode, Lindsay and Carey sit down with Jake Jensen and Kevin Callister from the Leavitt Group to discuss the how the hard market has impacted M&A in the independent insurance industry. They share insights on what the market has changed, the importance of agency valuations, and the dynamics between buyers and sellers. The discussion emphasizes the significance of culture, employee retention, and the long-term implications of selling an agency. The guests provide valuable perspectives on navigating the complexities of M&A transactions and the critical factors that influence agency valuations. 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/ ///////////// 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/…
In this episode, Lindsay and Carey sit down with Thomas Mann, a new addition to Agency Focus, to discuss the challenges and opportunities facing insurance agencies as they navigate scaling, staffing issues, and the importance of technology. They explore predictions for the insurance industry in 2025, emphasizing the need for agencies to document processes and prepare for market changes. The conversation highlights the significance of agency performance and valuation in a competitive landscape, as well as the excitement surrounding Thomas's new role at Agency Focus. 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/ ///////////// 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/…
In this episode Lindsay and Carey sit down with Frank "Santa" Sentner to celebrate their podcast milestone, who shares his extensive experience in insurance technology. The conversation covers the evolution of technology in the insurance industry, the importance of AI, and the need for independent agents to adapt to changing customer preferences. 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/ ///////////// 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/…
In this episode, Lindsay and Carey Wallace sit down with Andrew Darlington from Veritas Insurance to chat through how he manages his internship program. THe conversation explores how internship programs can be used to attract young talent, the responsibilities of mentoring interns, and the value of real-world experience. The discussion emphasizes the need for structured internship programs that focus on project-based learning, allowing interns to engage meaningfully while contributing to agency growth. 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/ ///////////// 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/…
In this episode, Carey and Lindsay sit down with Dawnyel Smink, President of the Western region at Keystone Insurers Group to talk about the importance of agency networks in todays insurance landscape. The discussion emphasizes the need for agency owners to choose networks that align with their vision and values, and the importance of treating network relationships as partnerships rather than mere contracts. 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/ ///////////// 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/…
In this episode, Lindsay and Carey Wallace sit down with Brenden Corr & Justin Goodman to chat about Project 55, an initiative aimed at providing resources and support for mental health in the insurance industry. Project 55's mission is to educate, empower, and equip individuals with the tools necessary to support mental health in their communities. Check it out here: https://project55.org/ 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/ ///////////// 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/…
In this episode Lindsay and Carey sit down with Andrew Ryan from Hertvik Insurance Group to discuss generational differences in the workplace, the role of technology in modern insurance, and the significance of creating a culture that encourages innovation and risk-taking. Andrew emphasizes the need for alignment between individual and organizational goals, offering valuable insights for both young professionals and agency owners. 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/ ///////////// 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/…
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