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The Insurance Dudes

The Insurance Dudes: Craig Pretzinger and Jason Feltman

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New to the high-octane world of insurance agency ownership with The Insurance Dudes© ? Veteran who's looking to learn some new ideas? We started this journey in 2019, on the search for Hosted by industry veterans Jason Feltman and Craig Pretzinger, this podcast is your no-holds-barred guide to dominating the insurance game. With decades of combined experience and a track record of building some of the most successful agencies in the business, Jason and Craig are here to share their hard-won ...
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Business Matters with Karl Fitzpatrick is a weekly business podcast that has featured over 2,000 interviews with entrepreneurs from Ireland, UK, Australia and the United States. Karl Fitzpatrick is an EY Entrepreneur of the Year Finalist and CEO of Chevron College. Chevron employs 135 staff and delivers further and higher education programmes to over 15,000 students annually, through e-learning. Business Matters is a compelling podcast that delves into all aspects of entrepreneurship and bus ...
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Are you ready to shatter the status quo and unleash your full potential as a property and casualty insurance agent? Welcome to "P&C Maverick - Unconventional Wisdom For Quantum Gains," the podcast that dares to challenge the norms and deliver game-changing insights for ambitious agents like you. Each season, join host Craig Pretzinger as he explores a powerful motif and dives deep into the unconventional strategies and mindset shifts that separate the top performers from the rest of the pack ...
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Mi3 Audio Edition

Mi3 & iHeart Podcasts Australia

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A weekly wrap of the “must-know” developments in Marketing, Media, Agency and Technology for leaders and emerging leaders in the industry. Veteran industry journalist and Mi3 Executive Editor Paul McIntyre talks each week with guest marketers who are in the know on what matters at the nexus of marketing, agencies, media and technology. Powered mostly by Human Intelligence (HI).
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Welcome to another episode of The Insurance Dudes! In this episode, Jason and Craig sit down with Cassidy Arbeli—a powerhouse agency owner whose journey is as inspiring as it is unconventional. Raised by entrepreneurial parents and equipped with a natural flair for business, Cassidy shares how she transformed her insurance career from humble beginn…
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Their remits and responsibilities seem poles apart, but Guzman y Gomez global CMO, Lara Thom, and Uber CMO APAC, Andy Morley share strikingly similar views on the importance of culture, CMOs aligning personally to company values, brand-led strategy, and bold, progressive marketing that grabs attention and strikes the right cultural chord. It’s surp…
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Welcome to another episode of The Insurance Dudes! In this powerful conversation, hosts Jason Feltman and Craig Pretzinger sit down with Dan Kitajima to unpack a truly wild journey from building a $17 million captive insurance agency to making the bold leap into the independent world. Dan shares the highs and lows of his experience—from signing a j…
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Cannes was heaving with influencers striking deals, but the message from top marketers, academics and consulting firms was consistent: Go back to fundamentals on brand, embed brand at the heart of business, then execute with consistent creative excellence to drive outsized financial returns. Mark Ritson landed that message most emphatically via 10 …
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Welcome back to The Insurance Dudes! In this episode, our hosts Craig Pretzinger and Jason Feltman sit down with Ben Bucher, owner of Bucher Family Insurance, for an engaging, honest, and often hilarious conversation about his journey from an aspiring actor and McDonald’s manager to leading a multimillion-dollar insurance agency. Ben opens up about…
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On this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feltman sit down with BJ Hill, owner of Summit Insurance in Loveland, Colorado. BJ shares his remarkable journey from college basketball coach to building one of the top insurance agencies in the country, now writing over $18 million in premium. From his early days as a “juco”…
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This year’s inaugural CMO Awards weren’t just a showcase of Australian marketing leaders doing an excellent job of marketing stewardship and effectiveness. We also introduced the Best Growth Initiative of the Year award, supported by Publicis Groupe, to single out and recognise strategic growth initiatives led by marketing teams. In this podcast ep…
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Welcome back to The Insurance Dudes! In this episode, hosts Jason Feldman and Craig Pretzinger sit down with industry powerhouse Peter Fournier to uncover the secrets behind building a thriving, recession-proof insurance agency. Peter shares his journey from flipping Pokémon cards as a kid to carving out his niche in mortgage protection within the …
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Welcome to this episode of The Insurance Dudes, where hosts Jason and Craig sit down for a high-energy, no-holds-barred conversation with the dynamic David Carothers. David shares his unconventional journey from a college baseball player and retail worker living off macaroni and cheese to running a powerhouse commercial insurance agency in Tampa. I…
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On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to…
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Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …
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Welcome to another exciting episode of "The Insurance Dudes," where hosts Craig Pretzinger and Jason Feltman are on a mission to help you escape the constraints of your insurance agency with the secrets to creating a predictable and profitable sales machine. In this episode titled "Audio Make Leads Paid For Put Your Thimble On Front Of Funnel," we …
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Welcome back to another exciting episode of The Insurance Dudes! Today's guest is none other than Dave Williams, a dynamic entrepreneur with a fascinating journey from overcoming personal and professional challenges to building a multi-million dollar insurance agency. Dave shares his insights on the importance of mastering your craft from the groun…
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Welcome to another exciting episode of The Insurance Dudes Podcast! Today, we have a special guest, Brian Ahearn. With his extensive experience in the insurance industry and expertise in the psychology of persuasion, Brian shares invaluable insights that can help transform your agency operations and enhance your sales skills. From the importance of…
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In this episode of The Insurance Dudes, hosts Craig Pretzinger and Jason Feldman sit down with Wild Bill Rice to explore the ins and outs of lead generation within the insurance industry. As a seasoned professional in marketing and lead generation, Bill Rice offers valuable insights into understanding the unique challenges and opportunities tied to…
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In this exciting episode of The Insurance Dudes, join hosts Craig and Jason as they bring in the dynamic Jas Takhar live from his own studio. Known for his high-energy approach, Jas promises to match and potentially exceed the enthusiastic vibes. Dive into a lively conversation filled with rapid-fire questions and insightful discussions on content …
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In this episode of The Insurance Dudes, join hosts Craig Pretzinger and Jason as they dive into an insightful conversation with Sales Coach and Speaker, Rob Liano. Growing up as the youngest of four boys with a father who transitioned from engineering to excelling in vacuum sales, Rob learned early on about the power of sales and determination. Fro…
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In this episode of The Insurance Dudes, hosts Craig and Jason sit down with Patrick Albrecht, President of Associated Insurance Administrators (AIA), to discuss the evolution of commercial insurance marketing and sales. Patrick shares his journey from Air Force engineer to insurance executive, offering valuable insights into the wholesale insurance…
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Stephen Felle from Fordel joins Karl Fitzpatrick to discuss how a conversation with Dermot Desmond at his father’s funeral inspired him to pursue a career in finance, why he decided to leave Davy to set up Fordel, the wealth which exists in Ireland today and why the €180 billion in current or short-term deposit accounts may be better used for infla…
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Paul Prendergast from Kayna joins Karl Fitzpatrick to discuss his previous successes within the insurtech space, why embedded insurance is a high-growth area for the industry and plans to gain traction with Kayna in the UK and US markets. Hosted on Acast. See acast.com/privacy for more information.
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Enda Finan, Country Manager for Aleph in Ireland, joins Karl Fitzpatrick to discuss his illustrious advertising career with brands, such as Google, and X, Aleph’s extension of its partnership with Spotify and the advertising opportunities which it offers for Irish businesses and why advertising on Spotify and Snapchat is appealing to brands. Hosted…
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Byron Sharp is a distinctive assets maximalist, suggesting how brands look and are recognised and embedded into people’s minds is more important than focusing on what they do differently to rival brands. Mark Ritson argues brands need differentiation to stand out from rivals and pull customers in. News Australia says you need both to drive growth –…
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Marketing budgets are declining just as paid media costs are rising – meaning brands get less for every dollar spent, and fewer dollars to start with. But latest research commissioned by The Trade Desk into omnichannel versus multichannel media planning could provide sweet relief. In short, the difference between omnichannel and multichannel planni…
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Economist, Jim Power, joins Karl Fitzpatrick to discuss the impact of US policies on the Irish economy, the ‘concentration risk’ facing many companies and why domestic businesses need to consider exporting to the Arab world. Hosted on Acast. See acast.com/privacy for more information.
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Cuty Gupta from Cozmotec joins Karl Fitzpatrick to discuss her journey from dentistry to the world of tech, how the business aims to bridge the knowledge gap for organisations that are using multiple technologies and her solution for non-tech founders. Hosted on Acast. See acast.com/privacy for more information.…
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Dr. Darryl Williams from Partsol joins Karl Fitzpatrick to discuss the cognitive AI firm, the importance of ‘absolute truth’ and why the presence of regulation and data privacy legislation attracted the US company to locate in Ireland. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur karlfitzpatrick.ie…
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While the numbers have been improving, CMOs still have the shortest tenure in the c-suite globally. Spencer Stuart data shows CMOs in Fortune 500 companies now have average tenure of 4.3 years against a c-suite average of 4.9 years. But variance is huge: Tellingly, Forrester data shows a 75% variance in average CMO tenure across the industries it t…
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The marketing funnel doesn’t exist, suggests RAA CMO, Michael Healy. He thinks “too many marketers get too ideological about how you have to do brand and then awareness and then conversion”. He has an interesting anecdote about a $329 knife, his wife, and Meta, to support the theory. Healy says “the vast majority of marketers that I talk to – from …
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Andrea Dermody from Dermody joins Karl Fitzpatrick to discuss the Diversity, Equity and Inclusion initiatives that she implemented for State Street, the challenges for business when implementing DEI policies and how to build a truly inclusive culture. Hosted on Acast. See acast.com/privacy for more information.…
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Tony Ryan from Duneolas joins Karl Fitzpatrick to discuss the electronic patient record and practice management system for GPs, the backing which the business has already received from medical professionals and why he is passionate about preventative healthcare. Hosted on Acast. See acast.com/privacy for more information.…
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Lawmakers around the world are setting their sights on ‘dark patterns’, the way consumer choice is manipulated wholesale by companies for profit – either directly by upselling and herding them into higher yielding decisions, or locking them into services, or “data grabs” that can be monetised indirectly. Australia is next off the rank, and business…
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Silvana Landa McAdam from Landa Bags joins Karl Fitzpatrick to discuss how her experience of working for L’Oréal provided her with the idea for the business, the importance of sustainability during the manufacturing process and the global demand which has been created for her bags. Hosted on Acast. See acast.com/privacy for more information.…
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Adam Belusko from Avtrac joins Karl Fitzpatrick to discuss the technical services which it delivers to the aviation industry, the returns which aviation assets are delivering for investors and the challenges which such assets can pose for investment houses. Hosted on Acast. See acast.com/privacy for more information.…
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John Hyland from ClubSpot joins Karl Fitzpatrick to discuss how the completion of a project for his Sports Management degree provided him with the idea for ClubSpot, how the app can help membership-based organisations to increase their revenue and his plans to bring the solution to the international market. Hosted on Acast. See acast.com/privacy fo…
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Host: Nadia Cameron - Editor - Marketing | Associate Publisher Short CMO tenure, job complexity, unrealistic expectations of delivery – commonly driven by short-term ultimatums – plus a disconnect on the metrics that matter, are all contributing to a dangerously common misalignment between CMOs and their CEOs and CFO. And it’s a recipe for trouble …
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Stephanie Wickham from Expat Taxes joins Karl Fitzpatrick to discuss the intricacies of taxation for expats that are returning to Ireland, the most common international territories which their clients have been based in and its web-based application for simplifying the tax remittance process. #KarlFitzpatrick #businessmatters #irishbusiness #irishb…
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Karl Rogers, Chief Investment Officer with Elkstone, joins Karl Fitzpatrick to discuss the turbulent impact which the announcement of US tariffs had on the global markets, the need for investors to focus on the psychology of market activity rather than political events and the importance of remaining rational during periods of market chaos. #KarlFi…
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Chris Smyth, Group CEO of Perennial Freight and the President of the France Ireland Chamber of Commerce, joins Karl Fitzpatrick to discuss the current performance of the transport industry, the opportunity for Irish businesses to trade with France and his priorities as the President of the France Ireland Chamber of Commerce. #KarlFitzpatrick #busin…
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Host: Nadia Cameron - Editor - Marketing | Associate Publisher At its core, the job of the CMO is to deliver business growth. And if Mi3’s story on marketing jobs recently and what company CEOs want in their marketing hires in 2025 is anything to go by, there is a recalibration back to topline growth rather than just pure cost cutting and efficienc…
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Dinesh Lalvani from Euryka AI joins Karl Fitzpatrick to discuss how its AI solution helps to streamline the management of an organisation’s marketing activities, its plans to raise €5 million in funding and how supportive the Irish business ecosystem is for start-up entrepreneurs. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews …
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Ronan Murphy from Forcepoint and SmartTech joins Karl Fitzpatrick to discuss how he has an aptitude for identifying business opportunities, the growth which he achieved with SmartTech and how a spin-out AI firm has been acquired by a US multinational. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur ka…
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Sam Shepard from Juice Jar joins Karl Fitzpatrick to discuss how he witnessed the popularity of the Açaí berry in Australia and decided to build a healthy food brand in Ireland, the growth which the brand has enjoyed in Belfast, Bristol and Dublin and why Dublin is an attractive location for this business. #KarlFitzpatrick #businessmatters #irishbu…
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Alan Browne from Soarvo joins Karl Fitzpatrick to discuss how geospatial data is used today, how it is making geospatial data more accessible and its plans to enter the US market. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur karlfitzpatrick.ie Hosted on Acast. See acast.com/privacy for more informa…
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Host: Nadia Cameron - Editor - Marketing | Associate Publisher Being able to convince others is the most critical skill marketers need to possess – the whole job of marketing is to influence consumers to consider then purchase your brand, after all. But as marketers progress into senior management positions, they also need to get better at getting …
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Neil Willoughby, Head of EU Policy with Ibec, joins Karl Fitzpatrick to discuss the potential impact of US tariffs on Irish businesses, how the EU may respond to increased tariffs and why Irish businesses need consider the potential market opportunities which the EU offers. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #busine…
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Wade Lowe, serial entrepreneur and revenue leader, joins Karl Fitzpatrick to discuss his approach to revenue growth, why he favours bootstrapping over venture capital investment for businesses and the important ingredients in an effective Go-To-Market strategy. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entre…
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Oxford University Associate Professor Felipe Thomaz was a runaway Mi3 hit last year with a peer-reviewed paper that smashes the economics and relevance of audience reach. His analysis – based on 1,000 campaigns and a million customer journeys via Kantar and Wavemaker data – finds blunt use of reach will not deliver business outcomes, because not al…
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Matthew Bain from Liquid joins Karl Fitzpatrick to discuss his transition from investment banker to entrepreneur, how Liquid is transforming the M&A process and the success which it is enjoying in the US market. #KarlFitzpatrick #businessmatters #irishbusiness #irishbusinessnews #businessnews #entrepreneur karlfitzpatrick.ie Hosted on Acast. See ac…
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