In this episode, Carey and Lindsay Wallace sit down with Billy Wagner to explore the transition from being an operator to a CEO, emphasizing the importance of building a high-performance team and solving the people problem. Billy shares insights on creating a strong agency culture, the significance of continuous improvement, and the necessity of having the right people in the organization to drive success. Billy shares his how letting go of daily responsibilities to focus on strategic growth, defining a clear purpose for the agency, and creating a positive work environment that resonates with younger generations. 

Sponsored by AgencyPoint

This episode is brought to you by AgencyPoint, your full-service partner for Accounting, Tax, Legal, and HR solutions built specifically for insurance agencies. AgencyPoint helps independent agencies streamline operations, stay compliant, and make confident financial decisions. Learn more at https://www.myagencypoint.com/partners/insurancerefocused

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Show previously named Insurance Refocused