Guests

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Ben Edson

  • Leveraging social media (with JSG playbooks) as a recruiting engine
  • Using AI dashboards to monitor team recruiting activity in real time and adjust quickly
  • Building a values-driven, 1099 community of agents who help more families and each other
  • Unique river-guide → advisor approach: trust, calm, and clear direction through uncertainty
     Stances/Hot Takes:
  • Human connection > automation (charisma and real skills will be rare & valuable)
  • 1099 path creates freedom, upside, and ownership vs. W-2 ceilings
     Great Topics to Tap:
  • Social recruiting funnels (messaging → screening → interviews)
  • AI as a coach’s HUD (what he’s tracking daily/weekly)
  • Translating guiding a raft to guiding buyers/career-changers
https://www.facebook.com/ben.edsonb

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Darren Sussman

After 18 years as President and Founder of TheaterMania and OvationTix, Darren is excited to be on a new journey as the President and Co-Founder of The Institute of Financial Wellness. (The IFW)

For consumers, The IFW provides financial education, resources, and services that help people live their best life.

For Financial Professionals, The IFW provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.

https://www.linkedin.com/in/darren-sussman-101126/

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David

• Founder of Hygge Financial, helping individuals and families approaching or in retirement design plans around the life they actually want to live
 • Focuses on outcomes over assets starting with lifestyle, purpose, and vision before financial products or numbers
 • Integrates investments, income, tax strategy, and estate planning into a holistic retirement plan
 • Believes true value lies in advice, planning, and personalization—not products alone
 • Uses automation, CRM systems, virtual assistants, and KPIs to increase capacity and improve client service
 • Advocates for the shift from product sellers to true advisors as client expectations become more sophisticated
 • Combines direct response marketing with a strong focus on education and client experience
 • Represents the modern advisory shift toward better systems, deeper planning, and more human-centered advice

https://www.hyggefinancial.com/

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Erik Sussman

CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.

For Financial Professionals:
The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.

For Consumers:
The Institute of Financial Wellness is the most comprehensive multi-media network for financial education, resources, and services. In fulfilling our mission to help people “Get There” and live their best life!

Our philosophy is that when it comes to financial decisions, Never say Never. Never say Always. It Depends!

https://www.linkedin.com/in/erik-sussman-cfp-clu-chfc-1a09a761/

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Fred Moskowitz

• Alternative investment expert, fund manager, educator, and bestselling author

• Author of The Little Green Book of Note Investing

• Former computer engineer who transitioned into investing and financial education

• Specializes in mortgage note investing, passive income strategies, and alternative investments

• Helps investors build financial resilience through diversified income streams

• Manages a mortgage note investment fund and is a respected veteran in the note investing industry

• Passionate about making complex financial concepts simple and actionable

• Speaker and educator focused on long-term wealth-building and financial freedom

• Advocates for the importance of both financial health and physical health

• Leverages AI, virtual speaking, and digital content to educate and reach a broader audience

https://www.fredmoskowitz.com

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Garett Maroon

I help Christian Realtors build profitable, referral-based businesses that honor God, serve people with excellence, and create more time for what matters most—without cold calling or door knocking.

When I started in real estate, it took 5+ months to sell my first home. I was told selling 50 homes a year by referral while working under 40 hours a week wasn’t possible.

They were wrong.

10+ years later, I’ve sold 650+ homes and $250M in volume—all by relationship. No burnout. No hustle culture. Just simple, intentional systems.

Now I help other Christian agents redefine success, win at work, and thrive at home.


https://www.210collective.com/

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Jack Siney

• 7-time entrepreneur with multiple successful exits, including 8- and 9-figure outcomes
 • Founder of FrontRace, helping organizations identify the key activities that drive wins, losses, and performance improvements across the sales cycle
 • Former top sales leader who has built and led teams of 100+ reps
 • Led a sales organization that achieved 67 consecutive months of sales growth
 • Named a Top 25 Sales Leader in the U.S. (2019)
 • Built FrontRace to solve post-COVID challenges in remote sales performance tracking and coaching
 • Strong operator-level perspective on AI: practical, grounded, and focused on real-world application over hype
 • Author of The 15 AI Truths Every Sales Leader Will Face in 2026, exploring AI’s impact on sales and leadership
• Concept creator of “The Great Upheaval,” describing the large-scale shift in work driven by AI and robotics

https://www.linkedin.com/in/jacksiney/

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Jake Cash

• Founder and CEO of Senryx Group, helping P&C insurance agencies build sustainable, owned marketing systems instead of relying on vendors
 • Creator of “Marketing Independence,” a framework that helps agencies move from outsourced growth to repeatable, in-house systems
 • Former GEICO national agency network marketing strategy lead, managing $500M+ in media spend
 • Built partnerships with major brands including the NFL, NBA, MLB, Disney, Google, and Meta
 • Has worked with 300+ insurance agencies, blending enterprise-level marketing with real-world agency execution
 • Designed a model starting with audits, then structured engagements, and finally training teams to own their marketing systems
 • Uses AI internally for research, documentation, and workflow automation to improve efficiency without increasing complexity

https://linkedin.com/in/JakeCash

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Matt Dietz

I help insurance agents control their business so their business doesn't control them


🎧Connect with Matt Dietz:
Agency Launch Deck →  https://www.agencylaunch.net/deck/
Agency Launch Podcast → https://podcasts.apple.com/us/podcast/agency-launch/id1510446268
Simply Explaining Insurance → https://podcasts.apple.com/us/podcast/simply-explaining-insurance/id940721252

https://www.linkedin.com/in/dietzagency/

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Mike Forgie

• Founder of Next Step Connect, a digital marketing agency specializing in local SEO, Google Maps, and AI search visibility

• Has spent over a decade helping local service businesses generate leads beyond referrals

• Expert in Google AI Overviews, AI-driven recommendations, and local search marketing

• Helps businesses prepare for the shift from word-of-mouth marketing to AI-powered discovery

• Uses AI for audits, reporting, content creation, and operational efficiency

• Passionate about helping insurance agents and local businesses build digital authority

• Started his marketing career promoting concerts and building communities in the music industry

• Became an agency owner after a major health challenge reshaped his view of work and life

• Advocate for building a business that supports freedom, flexibility, and lifestyle

• Surfer, traveler, entrepreneur, and speaker on the future of AI search and local marketing


https://www.linkedin.com/in/michaelforgie/

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Nate Auffort

Are you looking to skyrocket your career in the insurance industry and achieve unprecedented success? Look no further! Our exclusive training program is designed to provide you with the knowledge, skills, and strategies that yield the highest results in the insurance sector!

https://rebrand.ly/Missiondominate
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Peter Fournier

Sales professional and trainer in B2B and B2C markets specializing in pre-tax benefits, benefit tech

https://petefournier.com/
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Taylor

 • Helps individuals and business owners build a “privatized bank” using whole life insurance as a core financial strategy
 • Focuses on retirement planning, legacy planning, and creating more liquidity, control, and long-term financial flexibility
 • Uses AI as a practical tool to organize ideas, build presentations, structure workflows, and increase day-to-day efficiency
 • Identifies current market shifts like layoffs as opportunities for smarter financial repositioning and planning strategies
 • Experienced in guiding clients through strategies involving liquidity, equity movement, and tax-advantaged structures
 • Former Navy nuclear technician with a disciplined, high-performance background
 • Interests include BJJ, biking, watches, and anime, reflecting a well-rounded personal life alongside financial expertise 

https://ndifinancial.com

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Tommy Whitehead

 • Founder and CEO of TomCo Solutions, a Tampa-based design-build construction firm specializing in renovations, additions, custom builds, and disaster rebuilds
 • Has completed 3,000+ rehab projects across residential contracting, restoration, and investor renovations
 • Scaled TomCo Solutions past seven figures with a focus on community impact, disaster recovery, and resilient rebuilding
 • Innovates using AI estimating tools, scope comparison, VR walkthroughs, and in-house media to improve speed and transparency
 • Author of Building Success and founder of Building Success Enterprises, hosting large-scale entrepreneurship events
• Recognized Titan 100 honoree, Apogee Award winner, and Tampa Bay Business Journal OUTstanding Voices recipient 
• Known for bridging contractors and insurance professionals to improve trust, clarity, and rebuild efficiency 

https://www.linkedin.com/in/tommywhitehead

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