Podcast terbaik High Value Client Acquisition (2024)

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Making Business Fun Again: Actionable Steps for Agency Owners | The Insurance Dudes 9:13

3d ago9:13

9:13

Shoot Us A Message! Welcome to The Insurance Dudes Podcast! I'm your host, Jason Feltman. In today's episode, we dive into a topic that every business owner can relate to – reigniting the passion and fun in your business. Remember those early days when every new client felt like a win and running your agency was exhilarating? Over time, the thrill …

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Tech-Driven Financial Advisory: David’s Vision for Revolutionizing Wealth Management 28:51

3d ago28:51

28:51

Send us a text Ever wondered how technology can revolutionize financial advisory services? Join us as we sit down with David, the visionary founder of Harness Wealth, who shares his mission to simplify financial management for next-generation equity holders and business owners. Inspired by his tenure at Compass, David reveals how digital tools can …

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Join The Top 1% of P&C Agents 0:59

4d ago0:59

0:59

Shoot Us A Message! Attention all P&C Insurance Agents! Ready to level up your agency? 🔥 Join Agent Elite today and lock in your spot as a Founding Member with lifetime access! Founding Members get: ✔ FREE access to the best-selling book Million Dollar Agency ✔ A powerful lead checklist to close more deals ✔ Expert sales tips & exclusive live event…

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Premier Community For P&C Agents 0:58

5d ago0:58

0:58

Shoot Us A Message! Join the waiting list and become a Founding Member with lifetime access—only till 21st October! Grab our newly released book at a discount! https://ln.run/02VKz The Insurance Dudes Weekly 5-Min Read Tips, Tricks, and Wizardry for Everything Your Agency Touches Subscribe for a treasure trove of knowledge, and never miss out on a …

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Join The Agent Elite Community For FREE! 1:13

6d ago1:13

1:13

Shoot Us A Message! Listen up!! Agent Elite is a community for P&C agents we started, and it has a waiting list for you to sign up for! Join while it’s free, you don’t want to miss out. All of you who join the waiting list will be a founding member with access for life. Hurry up though, cause the offer is for limited time! 🔗 to sign up: https://www…

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Leaving the Comfort Zone: Kate McKeever’s Journey to Building a Successful Accounting Firm 25:17

10d ago25:17

25:17

Send us a text Have you ever wondered if you could thrive after leaving a secure corporate job to start your own business? Meet Kate McKeever, the inspiring owner of Lilac Accounting, who made a courageous leap from a stable wedding industry job to successfully launching her own accounting firm. In this episode, Kate shares her journey, from the in…

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Remove Frustration and Unlock Growth in Your Business 6:25

10d ago6:25

6:25

Shoot Us A Message! In this insightful episode of The Insurance Dudes, Jason dives deep into eliminating frustration in your business and unlocking growth. They discuss the common hurdles business owners face, particularly the frustration with employees and stagnant growth. Jason shares a pivotal moment that transformed his approach to managing his…

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Jason Falls: The Podcast Revolutionary 57:36

14d ago57:36

57:36

What makes podcasting such a great advertising platform? Should you make your own podcast or advertise on existing ones? Is your story compelling enough to build an audience or is it better to leverage any one of the established 4 million plus podcast hosts? How podcasts can be used to train your people and help build a remote workforce. Jason Fall…

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Linking-In with Keith & Natasha: The Perfect Client 19:56

15d ago19:56

19:56

Join Keith & Natasha as they chew the new business fat after a very long summer and autumn break, as they get to the bottom of what makes the perfect client? Is there ever such a thing as the perfect client for any agency? Is it a myth and legend on a par with Excalibur and Xanadu? The guest for this exciting little podlet is Geraint Edwards, Chief…

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From Fence Company Founder to Fractional CFO: Stewart Ervin’s Secrets to Business Turnaround Success 23:51

17d ago23:51

23:51

Send us a text Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, Stewart shares his journey and pivotal moments that shaped his career. You'll learn how he rebranded his company in 2019 and leveraged han…

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Unlocking Business Growth: John’s Journey from H&R Block to Billion-Dollar Success 26:15

24d ago26:15

26:15

Send us a text Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired as John reveals his incredible 55-year journey, from humble beginnings at H&R Block to the creation of billion-dollar giants like Jacks…

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Mastering Cross-Selling with Carson Porter 41:17

1M ago41:17

41:17

Shoot Us A Message! In this dynamic episode of "The Insurance Dudes," hosts Craig Pretzinger and Jason Feltman sit down with Carson Porter to dive deep into the strategies and insights that can turn insurance agents into formidable sales machines. Carson shares his expertise on cross-selling life insurance to Property and Casualty (PNC) clients, of…

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The Unexpected Path to Success: Max's Journey in BooXkeeping and Franchising 24:20

1M ago24:20

24:20

Send us a text What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to becoming the go-to bookkeeping service for 98 franchise brands, including big names like Sport Clips and Fast Signs. Max opens up about…

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Steve Fair: The Good, the Bad & the Ugly pitch decks 1:23:02

1M ago1:23:02

1:23:02

Is your company pet holding your agency’s sales back? Is your leadership giving out leader-ick vibes? Agencies often think they know what makes a winning creds or pitch deck, web site or even presenter, but if that were the case, you’d win more pitches, right? Steve Fair of Sponge NB is an expert in agency credentials targeting, preparation and pre…

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What kind of measurable results and ROI have agencies seen from using TeleFunnels? 9:54

1M ago9:54

9:54

Shoot Us A Message! Welcome back to The Insurance Dudes podcast! In today's episode, we're diving deep into the secret sauce behind building a successful and profitable insurance agency. Join Craig Pretzinger as he recounts his transformative journey with the innovative "telefunnel" system, a unique blend of traditional phone sales and modern lead …

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Insider Tips for Scaling Insurance Agencies with Telefunnel Mastery | The Insurance Dudes 3:40

1M ago3:40

3:40

Shoot Us A Message! Craig Pretzinger delves into the intricacies of creating a predictable, consistent, and profitable agency sales machine. Kicking off with a reflection on the importance of strategic investment and the pitfalls of a DIY approach, the episode centers around the transformative power of telefunnels. Craig describes the journey from …

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Elevate Your Marketing Game: Google LSA Strategies with Justin Feldman 30:33

1M ago30:33

30:33

Send us a text Ready to take your marketing strategy to the next level? Join us for an insightful conversation with my good friend, Justin Feldman, as we explore the benefits of Google Local Service Ads (LSA) and how to effectively use them to grow your CFO and accounting firm. Justin and I have a shared history, from being part of the same masterm…

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How should agencies hire and train effective dialing specialists | The Insurance Dudes 4:27

1M ago4:27

4:27

Shoot Us A Message! In this illuminating episode of The Insurance Dudes podcast, host Craig Pretzinger dives into the intricacies of building a successful insurance agency using telefunnels. With a blend of personal anecdotes, hard-earned lessons, and actionable strategies, Craig provides a blueprint for agencies looking to streamline their dialing…

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What are some common pitfalls to avoid when implementing a TeleFunnel | The Insurance Dudes 8:58

2M ago8:58

8:58

Shoot Us A Message! Welcome to another insightful episode of "The Insurance Dudes" podcast! In this episode, host Craig Pretzinger dives deep into the common pitfalls to avoid when implementing a TeleFunnel. If you've ever struggled with generating leads or understanding the math behind successful TeleFunnels, this episode is tailor-made for you. G…

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How Does Technology Integrate with Human Touch in TELEFUNNEL SYSTEM | The Insurance Dudes 3:51

2M ago3:51

3:51

Shoot Us A Message! Welcome back to another insightful episode of The Insurance Dudes! In today's show, host Craig Pretzinger delves into the fascinating interplay of technology and the human touch within the insurance industry. Reflecting on his journey from 2008 to the present, Craig reveals how the technological landscape has dramatically evolve…

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What's the role of dialing specialists in a TeleFunnel | The Insurance Dudes 9:25

2M ago9:25

9:25

Shoot Us A Message! In this insightful episode of The Insurance Dudes, Craig Pretzinger dives deep into the crucial role of dialing specialists in a telefunnel. With a special introduction by his AI counterpart, AI Craig, the episode explores the evolution and optimization of dialing strategies, focusing on how dialing specialists serve as "sifters…

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From Hours to Value: Transforming Your Pricing Strategy 36:00

2M ago36:00

36:00

Send us a text In this episode of CFO Chronicles: The Secrets Behind Success, we're joined by a special guest, Ryan Shackelford from Shack Accounting. Together, we delve into the critical aspects of pricing strategies for financial professionals. Whether you're transitioning from hourly to monthly pricing models or wondering how to elevate rates fo…

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Outsource or In-House: The Telemarketing Dilemma Solved 5:23

2M ago5:23

5:23

Shoot Us A Message! Welcome back to The Insurance Dudes! In this episode, host Craig Pretzinger and special guest Jason Feltman dive deep into the nuts and bolts of creating a successful telefunnel system for insurance agencies. They explore essential elements like lead generation, the right dialing systems, and crucial metrics to track. Craig shar…

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Understanding the Dunning-Kruger Effect for Insurance Success 7:35

2M ago7:35

7:35

Shoot Us A Message! Welcome back to another enlightening episode of The Insurance Dudes podcast! In today's episode, we're diving into the secrets of crafting a predictable, consistent, and profitable agency sales machine. Join host Craig Pretzinger and special guest Jason Feltman as they unveil the concept of the "Gateway to Success," shedding lig…

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Making Smart Decisions with Insurance Lead Generation 7:31

2M ago7:31

7:31

Shoot Us A Message! Craig Pretzinger's journey in the insurance industry has been marked by significant challenges and learning experiences. In the early years of his career, Craig struggled with consistency and faced obstacles in understanding realistic expectations. He invested heavily in innovative yet unproven methods, such as spending six thou…

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From Accountant to Fractional CFO: Charles Leikauf's Blueprint for Success 17:41

2M ago17:41

17:41

Send us a text Join us for an insightful interview with Charles Leikauf, an experienced fractional CFO and founder of Profit Surge, as we delve into the world of fractional CFO services. In this engaging discussion, Charles shares his journey from starting as a fractional CFO in 2017 to now helping accountants and bookkeepers transition to the new …

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Nancy Zare: The LinkedIn Whisperer 1:02:01

2M ago1:02:01

1:02:01

If a picture is worth a thousand words, then what does your LinkedIn profile say about you? Your LinkedIn profile copy, posts and pictures should all be carefully crafted to convey the message you want to give. And so are your prospects’. This gives you a fantastic opportunity to learn more about the person or company that you’re looking to sell in…

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What is a telefunnel? ft. Craig AI 6:44

2M ago6:44

6:44

Shoot Us A Message! Hey there, Insurance Dudes listeners! Craig here, flying solo for this episode while Jason is out enjoying some quality camping time. In today's show, we're diving into the concept of the telefunnel - the secret sauce that has helped us grow our agencies in a predictable and profitable way. I'll be breaking down exactly what a t…

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The Power of Curiosity: Dr. William Attaway’s Secrets to Effective Sales and Leadership 24:24

3M ago24:24

24:24

Send us a text In our debut episode of CFO Chronicles: The Secrets Behind Success, we sit down with Dr. William Attaway, a renowned executive coach and founder of Catalytic Leadership. With nearly 30 years of experience in coaching and leading teams, Dr. Attaway reveals how mindset, leadership, and productivity are the cornerstones of professional …

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Julie Thompson-Dredge: Project Yourself! 1:01:31

3M ago1:01:31

1:01:31

Female British Entrepreneurs need to behave like American male founders. With a change in government in the UK, what initiatives should they focus on to help grow the economy through innovation and entrepreneurship? We can either tax our way to prosperity or grow our way to success on the world stage. Or both. Julie Thompson-Dredge, founder of Fram…

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Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 2 21:09

3M ago21:09

21:09

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! In this week's episode, hosts Craig Pretzinger and Jason Feltman sit down with industry expert Jorge Carbonell to delve into the intricacies of managing both remote and in-office teams. Jorge opens up about his challenges and successes, offering a candid look at th…

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Overcoming Sales Challenges in the Insurance Industry with Jorge Carbonell PART 1 15:30

3M ago15:30

15:30

Shoot Us A Message! Welcome to another exciting episode of "The Insurance Dudes"! Today, we're thrilled to have the ever-dynamic Jorge Carbonell join our hosts, Jason Feltman and Craig Pretzinger. In this insightful episode, Jorge shares his journey and expertise in building a successful insurance agency, highlighting the importance of hiring the r…

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Mike Veitch: Your Digital DNA 23:02

3M ago23:02

23:02

Marketing budgets are increasing, and yet creative spend is decreasing. Clients want more creative for less. This podcast teaches you how to find those efficiencies, using working examples in the retail and B2B sector. My guest is Michael Veitch, ex-Saatchi & Saatchi New Zealand and a seasoned digital master, whose new company OutcomePath helps com…

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Linking-In with Keith & Natasha: Agencies & "Purpose" 22:36

4M ago22:36

22:36

https://www.linkedin.com/in/natasha-ellard-shoefield-the-hand/ https://www.linkedin.com/in/ukkeithjsmith/ In the news: Parkrun and phone boxes that power cars. Interview with Jayne Noblet of The Collaborators - What does it mean to be a B Corp? How to obtain B Corp status B Corp and the Food and Drink industry How B Corp helps you win new clients S…

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Nick Asbury: The Road to Hell - The corruption of 'purpose'. 1:10:03

4M ago1:10:03

1:10:03

The road to hell is paved with good intentions, says the proverb. Never has that been truer than in the case of corporate purpose, the movement that took over the business and advertising world following the financial crisis of 2008. Nick Asbury, creative writer, corporate purpose critic, poet, songsmith, humorist and author of the new blockbuster …

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Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 2 15:46

4M ago15:46

15:46

Shoot Us A Message! Welcome to another insightful episode of **The Insurance Dudes**, where Craig Pretzinger and I, Jason Feltman, are joined by the dynamic insurance expert, Matthew Murray. In today's conversation, we dive deep into the often daunting topic of life insurance and final expenses. Matthew shares his profound wisdom on navigating thes…

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Matthew Murray's Unique Path in Building a Successful Insurance Agency PART 1 22:38

4M ago22:38

22:38

Shoot Us A Message! Welcome to another thrilling episode of The Insurance Dudes! This time, hosts Craig Pretzinger and Jason Feltman sit down with our special guest, Matthew Murray, who shares a blend of humor, insightful stories, and invaluable advice from his journey in the insurance industry. Matthew kicks off the episode with a hilarious and un…

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How AI is Transforming Content Creation, Marketing, and Sales PART 2 24:26

4M ago24:26

24:26

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

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Catherine Allison: Teach Yourself to Present 1:19:29

4M ago1:19:29

1:19:29

Discussing the findings of a massive survey of creative agencies and their clients, actor, coach and business presentation guru Catherine Allison gives advice on how to make business presentations, talks, seminars and online meetings fun, engaging, entertaining and most of all, memorable. Catherine uses her extensive career in the spotlight to help…

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How AI is Transforming Content Creation, Marketing, and Sales PART 1 33:21

4M ago33:21

33:21

Shoot Us A Message! Welcome to another exciting episode of The Insurance Dudes! We're thrilled to delve into the transformative world of AI and automation with industry expert Justin Brock. Joining hosts Craig Pretzinger and Jason Feltman, Justin highlights how AI is revolutionizing business operations, scaling productivity to infinite heights, and…

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How You Can Spend More To Acquire Insurance Clients | Insurance Agency Playbook 10:23

4M ago10:23

10:23

Shoot Us A Message! In today's riveting episode of The Insurance Dudes, Craig Pretzinger and Jason Feltman dive deep into the often overlooked but crucial aspect of retention in the insurance business. Join us as Craig reminisces about his almost-cancelled 2019 Christmas trip to Kauai and how a key realization about lifetime value (LTV) of clients …

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8 Prompt Steps for 10x Better ChatGPT Answers | Insurance Agency Playbook 13:46

5M ago13:46

13:46

Shoot Us A Message! Welcome to The Insurance Dudes! Today, host Craig Pretzinger brings you an essential guide to navigating the AI revolution in the insurance industry. If you're a P&C or life insurance agent, this episode is a must-listen. Craig dives deep into the art and science of crafting effective prompts for AI tools like ChatGPT, detailing…

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Paul Feldwick: The Pedlar's Song 1:42:39

5M ago1:42:39

1:42:39

The undeniable link between advertising and entertainment explained by Paul Feldwick, the author of ‘Why Does the Pedlar Sing?’ Paul’s investigation into this subject began a few years ago when he worked in senior planning roles in some of the world’s biggest advertising agencies. As our focus on metrics and data increases, it seems our understandi…

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ChatGPT Determines Your Insurance Career? 10:16

5M ago10:16

10:16

Shoot Us A Message! Welcome back to another riveting episode of The Insurance Dudes! Today, it's just Craig Pretzinger flying solo while Jason Feldman is off on a top-secret mission. Craig dives deep into the ever-evolving world of Language Learning Models (LLMs) like ChatGPT, emphasizing their critical role in staying competitive and relevant in t…

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AI Takeover? Will You Be Blockbuster or Netflix? 20:58

5M ago20:58

20:58

Shoot Us A Message! Welcome back to another exciting episode of The Insurance Dudes! Today, we're diving into a critical conversation on the AI takeover and what this means for your insurance agency. Are you going to be a Blockbuster or a Netflix in the evolving landscape of AI? Join your host, Craig Pretzinger, as he shares a compelling story of a…

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Euan McMorrow: Sounds Profitable 1:23:57

5M ago1:23:57

1:23:57

Retail stores need to do everything they can to entertain and retain their walk-in customers, and on a wider basis, brands are fighting for an increasingly tougher share of their customers' attention. Sound is the new frontier of marketing and AVC Music specializes in matching brands to audio content. Managing Director Euan McMorrow is ex-radio ind…

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Referrals Are the Gravy | Insurance Agency Playbook 12:39

5M ago12:39

12:39

Shoot Us A Message! Welcome back to another thrilling episode of The Insurance Dudes! Today we're joined by Craig, the word of mouth wizard Pretzinger, and Jason, the referral renegade Feltman. Buckle up as we dive deep into the dynamic world of referral marketing—a gold mine for boosting your agency’s growth that too many overlook. Referrals don't…

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Insure Tech Specs to Avoid Wrecks | Insurance Agency Playbook 13:59

5M ago13:59

13:59

Shoot Us A Message! Welcome back to another insightful episode of "The Insurance Dudes"! In This episode "Insure Tech Specs to Avoid Wrecks," we dive deep into the transformative world of technology in the insurance agency sphere. Jason Feltman, also known as "the Tech Titan," and Craig Pretzinger, the "Efficiency Emperor," discuss the crucial role…

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Crypto, Eggs, and UVP | Insurance Agency Playbook 10:05

5M ago10:05

10:05

Shoot Us A Message! Welcome to another illuminating episode of "The Insurance Dudes" podcast, where your hosts, Craig Pretzinger, the conversion king, and Jason Feltman, the prospecting pro, dive deep into the critical topic of crafting a unique value proposition (UVP) for your insurance agency. In this episode, we explore why a well-defined UVP is…

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Adam Graham: The Power of Positive Thinking 1:00:48

5M ago1:00:48

1:00:48

When times get tough, companies always look to the sales team to help them out. The new business role in agencies is one of the most underfunded and yet entirely necessary responsibilities in creativeland. Adam Graham is one of the people who agencies turn to when they need help with their company's growth. He's got years of experience helping crea…

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Podcast High Value Client Acquisition

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