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October 28, 2025 23 mins

On this episode of Insurance Refocused, Carey and Lindsay Wallace explore one of the most impactful growth tools for independent insurance agencies — mastermind groups. They discuss how these peer groups function like a “board of directors” for agency owners, providing accountability, fresh perspective, and real-world solutions that drive measurable growth.

Drawing from their own experience facilitating masterminds across the country, Carey and Lindsay explain how sharing data and context creates transparency, eliminates excuses, and builds deep trust among agency leaders. They break down what makes a strong mastermind, why collaboration beats competition, and how the right group can change the trajectory of your agency.

Whether you’re feeling stuck, isolated, or simply ready for your next level of growth, this episode shows why joining (or creating) a mastermind might be the best move you make this year.

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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