Ask The Experts With David Williams

Justin Slocum joins Ask the Experts for a conversation about agency ownership, acquisitions, remote teams, recruiting, leadership, and what it takes to build a business with real freedom. Justin shares how he started as a producer, was told he was not a fit for State Farm, walked into an Allstate office, and ended up buying an agency within 30 days. From there, he grew into a $40 million agency, w...

Episode Description Makaila Kelsey joins Ask the Experts for a practical conversation about insurance marketing, lead generation, direct mail, buyer psychology, and why generic campaigns often fail to produce real results. As co-founder and CEO of Renz Marketing, Makaila explains why marketing and lead generation should not be treated as separate worlds. Her approach focuses on understanding the c...

Stan Tebow joins Ask the Experts for a powerful conversation on proper protection, value selling, agency leadership, training, and the danger of treating insurance like a commodity. With over 40 years in the insurance industry, 74 national recognitions, and the distinction of being the only Allstate Hall of Fame member in Alaska, Stan brings a deep perspective on what it means to serve clients the...

Episode Description Daniel Austin joins Ask the Experts for a conversation on agency growth, servant leadership, customer experience, team culture, COIs, and how AI can help insurance agencies coach and scale more effectively. Daniel shares how he started in insurance after selling credit cards, then quickly discovered the deeper purpose behind the industry when a major tornado outbreak hit Tennes...

Coach Carroll joins Ask the Experts for a high-energy conversation about entrepreneurship, AI, sales psychology, advertising, leadership, culture, and what it really takes to build something meaningful. He shares how he turned down football scholarships and a traditional college path to build a lawn care business that later grew to $3 million in revenue. From there, he moved into advertising, medi...

Episode Description Ryan Chao came into insurance in 2015 with a clear motive: ownership, income, and residuals. He had just come out of going broke on impulsive investments and wanted something stable he could build. His first agency did not cooperate. He came in without understanding a 25 minute sales cycle or a one call close, hired people who reminded him of himself, and watched a six figure i...

Sutton Sabinash joins Ask the Experts for a practical conversation on financial strategy, profitability, accounting, cash flow, and why agency owners need to understand their numbers before making major business decisions. As part of Club Capital, Sutton helps insurance agents use their financial statements as a roadmap instead of waiting until tax season to discover what went wrong. This episode...

Lauro Herrera joins David Williams and Andy Arter for a direct conversation about final expense sales, telesales, leadership, technology, and the discipline required to build a high-producing insurance operation. After starting his career knocking on doors and driving thousands of miles across California, Lauro questioned why life insurance could not be sold entirely over the phone. The industry t...

Tim Lindon joins Ask the Experts for a powerful conversation about focus, leadership, profit, and the small daily shifts that create major growth inside an insurance agency. With more than 25 years of coaching experience and over 4,500 small business owners coached, Tim shares why the most successful agents have a clear vision, resist distraction, and build one degree at a time. This episode dives...

Jay Floyd joins Ask the Experts for a powerful conversation about faith, identity, leadership, AI, and what it means to be “rare on purpose.” Jay shares how his early life experiences shaped his purpose, how he found his calling in data and leadership, and why people often hide the very parts of their story that could become their greatest strength. This episode also dives into the future of AI, t...

Gregg Blanchard's journey into insurance began with a deeply personal story. After losing his mother to ALS, the life insurance policy she left behind became the foundation for both his children's future and the launch of his insurance agency in 2007. Today, Gregg leads one of the most respected agencies in the industry, serving more than 20,000 customers while building a culture centered on leade...

John Tunnell shares his journey from opening his agency in 2007 and questioning whether he made the right decision, to building one of the top performing insurance agencies in the country with more than $30 million in premiums. This conversation dives into leadership, hiring, accountability, culture, referrals, mindset, and the daily habits that separate top producers from everyone else. Key Takea...

Robert Syslo Jr. shares the journey from being homeless and editing videos for Grant Cardone to building a successful marketing agency serving businesses across the country. In this conversation, Robert breaks down why most marketing campaigns fail, how AI is changing advertising, and what business owners should focus on if they want predictable growth in today's market. Key Takeaways: • How Rober...

In this episode of Ask the Experts , Andy sits down with Kenzie Scott to talk about what it really takes to scale an insurance agency in today’s market. With over 15 years of experience in sales, automation, recruiting, and business development, Kenzie shares practical advice on building high performing teams, implementing CRM systems, improving sales processes, and avoiding the mistakes keeping m...

n this episode of Ask the Experts , hosts David Williams and Andy Arter sit down with Mark Mercer for a raw conversation about leadership, accountability, growth, and why so many agency owners stay stuck for years. Mark shares the mindset shifts, operational lessons, and leadership principles that helped him build one of the largest insurance agencies in Indiana. The episode dives into discipline,...

In this episode of Ask the Experts , Toby Brazwell shares his perspective on leadership, growth, discipline, and the habits that shape high performers. The conversation dives into mindset, adapting through pressure, personal development, and what separates people who continue growing from those who stay stuck. This episode is packed with practical insight for entrepreneurs, agency owners, sales pr...

In this episode of Ask the Experts , Andy Arter sits down with Boyd Lichtenberg , VP of Sales & Strategic Planning at Giveaway Pad, to break down why the traditional lead generation model is failing insurance agencies and what smart agencies are doing differently. Boyd shares how Giveaway Pad built a human-centered lead generation system that focuses on trust, relationships, and conversations...

In this episode of Ask the Experts , David Williams and Andy Arter sits down with Vlad Cherchenko , founder of Insurance Sales Lab and one of the fastest growing agency owners in the country. From immigrating to the U.S. as a baby to building a powerhouse agency generating over $1.4 million in premium in a single month, Vlad breaks down the exact systems, metrics, and leadership principles behind...

In this episode of Ask the Experts , Andy Arter sits down with Matt Ricker , Channel Sales Manager at EverQuote, to break down what actually makes lead generation work for insurance agencies. Matt shares his journey into the insurance space, what he has learned from nearly a decade in lead strategy, and why most agents misunderstand how to measure success when buying leads. This conversation gets...

In this episode of Ask the Experts , host David Williams welcomes Kevin Spann , a highly accomplished insurance professional, bestselling author, inspirational speaker, and industry leader with nearly four decades of experience. Kevin shares powerful insights into the paradigm shift from traditional brick-and-mortar insurance agencies to a fully digital business model. Drawing from his own transfo...

In this episode of Ask the Experts , Andy Arter sits down with Brett Schickler , Sales Director at Ricochet, to talk about sales growth, automation, CRM adoption, and what actually helps teams become more productive. Brett shares his journey from commission furniture sales to leading growth at Ricochet, along with the personal experiences that shaped how he thinks about work ethic, financial secur...

In this episode of Ask the Experts , Justin Harkelroad shares a deeply honest conversation about success beyond money. From building and exiting companies to navigating chaos, faith, marriage, leadership, and personal responsibility, Justin breaks down what actually sustains long term growth. This episode explores why most people avoid ownership, how discipline compounds across every area of life,...

In this episode of Ask the Experts , Lisa Caprara shares the mindset that shaped her journey from a life-changing accident to becoming a professional athlete and high-performance leader. Lisa opens up about the moment that changed everything, getting hit by a car at a young age, and how that experience built the mental toughness she carries into every area of her life. She breaks down what it real...

In this episode of Ask the Experts , Andy Arter sits down with Jeremy Radabaugh , founder of a $5M insurance agency built completely from scratch. Jeremy shares the real systems and leadership philosophy behind scaling a high performing agency, including how he transitioned from doing everything himself to building a structured, process driven organization. From coaching frameworks to team account...

In this episode of Ask the Experts , Andy Arter sits down with Brett Vance , a longtime insurance agency builder, operator, and strategist. Before entering insurance, Brett worked as a CFO and COO, leading multi state acquisitions, scaling companies, and managing large financial operations. He later built his own agency from scratch to 7,200 policies and $15M in premium while earning multiple indu...