Broker Brett radio is a range of conversations with entrepreneurs, startup folks, family, and friends. We're here to break down the usual walls in business and society, to have vulnerable, real, but hopefully uplifting and helpful conversations around small businesses, startups, health, and more. Some content reshared from Insurance Nerds as well, InsNerds.com. [email protected] is a great way to connect if you want to talk shop or join me on the show.
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Bobby Touran is changing restaurant insurance, UseRainbow.com
29:55
29:55
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29:55Bobby Touran is changing the restaurant insurance game through UseRainbow.com, where they are building custom insurance products for the restaurant industry and proudly using independent agents for distribution. Bobby is a serial Entrepreure, he and Broker Brett get into the restaurant industry, their shared experience in the space, new innovative …
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OG OG Broker Brett and InsNerds buddy Pat West catch-up
39:04
39:04
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39:04Pulled from InsNerds - One of Broker Brett's oldest insurance buddies and an InsNerds friend from the start Pat West comes on this attachment point news roundtable to talk b atomic, their new data operations analysis offerings, AI, APIs, Insurance being a System of Systems, and more. Pat's LinkedIn: https://www.linkedin.com/in/pat-w-977501102/ b at…
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Todd Greenbaum of Input 1 & gotoPremiumFinance chats with Broker Brett
19:44
19:44
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19:44Todd Greenbaum CEO of Input 1 and gotoPremiumFiance sits down with Broker Brett to talk all things insurance payments. They get into the history of the company, the trends they're seeing in the insurance landscape, consideration agencies should have when taking on tech, and where they see the industry going. Todd and Brett round out the conversatio…
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Edwin Thompson and Broker Brett catch up on sports, new movies, and family. They reminisce about their Jr High and Highschool times too, and talk about their family's friendships and old neighborhood buddies.By Edwin Thompson, Broker Brett, Brett Fulmer
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I pulled this audio over from my work on Insurance Nerds, InsNerds.com, I felt it could help all sorts of Small Businesses and wanted to share it broadly: It is not often Insurance Nerds gets to help kick off a product launch. We are excited to help John Morlan get SmarterRisk out, a solution that automates safety and risk control aimed at giving s…
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Broker Brett rounds out the nuclear family pods by sitting down with his Mom, Diana Fulmer, to talk about Relaxed Retirement and other fun threads. They get into tackling education at a later age with a family, yoga, the importance of getting outside walking, reading, volunteering, as well travel, and other insights on the Relaxed Retirement good l…
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Cassidy Eden on Accounting, Entrepreneurship and Retirement Planning
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32:40
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32:40Broker Brett sits down with Cassidy Eden to talk about Accounting, Entrepreneurship, and Retirement Planning. Cassidy is a reformed big 4 accountant that has found an inspiring blend of work, life, and entrepreneurship. She shares a really cool perspective about investing in your own future, and what it looks like to grow into your own path of fina…
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Ryan Reott and Brett talk Coffee and Community
29:52
29:52
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29:52Ryan Reott and Broker Brett talk Coffee and Community, and what they see in a post COVID world. They get into their history as highschool buddies, and the importance sports had in their development as salespeople. Definitely reach out to Ryan if you want to bring a first-class experience to your employees as SoCal opens back up: ryan.reott@nespress…
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Mike Simmons of Driveway talks Telematics with Broker Brett
27:05
27:05
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27:05Broker Brett sits down with Mike Simmons of Driveway to talk about Telematics and Insurance, as well as the influence smartphone are playing in rating auto insurance risks accurately. Driveway, headquartered in California with R&D operations in Israel, developed and patented the technology that enables insurers to measure and reward good driving be…
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Building Community and Startups in OC with Jessica Acosta
31:57
31:57
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31:57Jessica Acosta and Broker Brett break down building community and startups in Orange County. They discuss Jessica's company, SmartSpace AI, where they're making buildings intelligent, mitigating risk, and optimizing performance. They also get into StartupGrind OC, where Jessica is helping grow startups and nurture the startup community in Orange Co…
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RovR Products and Running, with Kyle Fulmer
26:17
26:17
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26:17Enter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal products, legacy coolers are their main focus! Limited time only. In this episode, Broker Brett breaks down RovR Products and Ultramarathon Running, with his older brother, Kyle Fulmer. Kyle and Brett get into their professional journeys, and how they feel fortunate to …
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RE Investing and Hustle with Fire Captain Peter McKernan
28:44
28:44
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28:44In this episode Broker Brett chats with his old buddy Peter McKernan about his journey into single-family RE Investing and becoming Fire Captain. Peter has been investing in single-family rental properties throughout Southern California over the past 12 years, with the majority of his transaction work happing in Orange County California. Peter's cu…
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SPACs and Captives, a Perfect Marriage, with Matthew Queen
27:10
27:10
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27:10In this episode, Broker Brett breaks down why SPACs and Captives are a perfect marriage, with Matthew Queen. Matthew Queen has set up a number of Captive Insurance companies throughout the United States, and even written a book on the topic. Matthew and Brett break down why business with associated Captive insurance companies are a uniquely good ta…
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Broker Brett introduces Ed's Auto Garage, a second podcast from Newport Beach Insurance Center, that focuses on the Automotive space. Ed Arango (LinkedIn) will be hosting this podcast, he'll be talking classic cars, there will interview with folks from the automotive industry, discussing car shows, and occasionally insurance. Ed's Auto Garage is pr…
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From Researching APIs to Being a Broke Angel Investor
5:53
5:53
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5:53Broker Brett breaks down his journey from researching APIs and writing Blog posts to being a "Broke Angel" Investor. API is the acronym for Application Programming Interface, which is a software intermediary that allows two applications to talk to each other. Each time you use an app like Facebook, send an instant message, or check the weather on y…
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In this episode Broker Brett does a quick solo breakdown of his 2 cents on SPACs. Brett gets into the difference of pre and post-investment SPACs, why the founding team and investment thesis are important, and why it's a good time to be a large growing private company. Broker Brett Radio is proudly powered by Newport Beach Insurance Center, please …
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BBQ Part 2!! With Nelson Kays and Scott Engelmann
29:24
29:24
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29:24In this episode Broker Brett raps with his OG BBQ buddies, Scott Engelmann and Nelson Kays. Kelson taught Brett the ways of the Weber grill, and Scott's a phenomenal home chef that loved his Traeger Grill. They get into what they're cooking for dinner, the fun of making things happen the fly, why it's great to be able to cook awesome food for peopl…
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Transitioning to Digital, with Gilad Shai of InsurTech LA
33:36
33:36
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33:36Broker Brett and Gilad Shai get into a wide range of topics, from digital events, to reflections on what a post COVID19 work life will look like. They also get into #LongSoCal, and the great Insurance startups in the region, and why they're bullish on the flip side of all of this. Gilad Shai is an InsurTech (Insurance Technology) Thought Leader and…
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#LongSoCal! Neal Bloom on building a connected SoCal startup ecosystem
33:52
33:52
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33:52Broker Brett and Neal Bloom break down how they got into startups, and Neal's inspiration to become an Angel investor, and there is some really cool news from Neal at the end of the episode! Brett and Neal also get into the concept of "Long SoCal," and riff on what it might look like for SoCal startups to work together more closely. Neal Bloom help…
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Introducing Operate, and OC startup leader Carey Ransom
31:34
31:34
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31:34We are excited to introduce Operate (website), a community of game-changing software, capital, & hands-on operators, and OC startup leader Carey Ransom (LinkedIn). Carey and Broker Brett break down the strengths and weaknesses of the OC startup community, and the transition to Operate from OC4, to extend the reach of their stellar team. Brett and C…
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Meta Pod on Recording Podcasts! With Andrew Correll
36:24
36:24
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36:24This is a meta pod on recording podcasts! Our guest for this episode is Andrew Correll (LinkedIn), Brett and Andrew get into their first few months of creating content. Andrew has an awesome series going, the Insurance Requirements podcast, found at howyouinsurethat.com. It is about how startups have insured their companies, and what that process w…
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Breaking down Digital Marketing and the Auto Industry
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44:08
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44:08In this episode Drew Moon (LinkedIn), Broker Brett (LinkedIn), and Ed Arango (LinkedIn) break down Digital Marketing and the Auto Industry. Drew Moon and his Marketing agency DIGITALCLIQ are based in Orange County CA, they work with all types of companies, but have a nice niche in the auto space. Ed Arango loves the auto space, building cars, and i…
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Combining Tech and Classic Offerings, FORESIGHT Insurance
26:43
26:43
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26:43In this episode Broker Brett (LinkedIn) and Michael Bibeau (LinkedIn) breakdown how Foresight Insurance is changing the Workers Comp game by including tech and safety services that help drive down Workers Comp costs in some of the riskiest industries. Foresight Insurance covers Construction, Manufacturing (light and heavy), Agriculture and Logistic…
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Broker Brett (LinkedIn) sits down with one of his oldest friends, Rusty Werts (LinkedIn), to talk all things Surrogacy Law, Sports, and growing up in Orange County. They get into some of the dynamics of surrogacy, and why the legal system in California works the way it does in regards to the need. They discuss their favorite sports teams, playing s…
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Insuring a tech startup with Austin based experts
24:07
24:07
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24:07In this episode, Broker Brett speaks with Andrew Correll of the Insurance Requirments podcast and David Perez of Lumen Insurance about insuring tech startups, and they discuss Austin Texas becoming the new San Francisco!! This podcast was originally recorded for the Insurance Nerds, a community-generated insurance industry platform that Brett Fulme…
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Ed and Brett Meet with Their Attorney, Ep 20!!
24:14
24:14
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24:14Broker Brett and Ed Arango break down their business launch with their attorney, Anthony Dispoto, Esq. They get into the highs and lows of starting a small business, the challenge of doing so without in-person networking, as well as their business structure and the logic behind it. Thank you to everyone who has listened so far! It's been a fun wild…
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Human Capital problem solving wizard Grant Cain
33:10
33:10
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33:10Grant Cain and Broker Brett break down the Orange County workforce landscape, HR solutions, technology, and the opportunities they're seeing today. Both Grant and Brett have years of sales experience around OC, and give a great candid breakdown of the local small business dynamics. Grant and Brett get into the highly varied landscape that ins SoCal…
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Timothy Li on FinTech + the OC as a startup scene
25:47
25:47
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25:47Timothy Li and Broker Brett (LinkedIn) break down FinTech, the OC startup scene, and the use of tech for the more efficient transfer of data. They get into the startups that are coming out out of Orange County, InsurTech and FinTech, as well as what it might look like to live as a well-rounded person. Timothy Li is the Founder of Alchemy, a turnkey…
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COVID & City Services with Taylor Samuelson
26:26
26:26
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26:26Broker Brett and Taylor Samuelson break down the effects of COVID on city budgets, how they might respond, and the unique ways some communities are meeting the challenge. Taylor is a consultant with Athenian Partners LLC, a city government consulting firm, he previously held multiple jobs for the City of Laguna. linkedin.com/in/TaylorSamuelson bret…
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My Dad Craig Fulmer and I break down sales, sports, gambling, grilling, and golf. We get into some of the backstories of our family, we talk about my amazing mother, and some great fundamental life rules to live by. Please visit Newport Beach Insurance Center for and insurance needs, California, Texas and Florida Personal Lines, and Life and Commer…
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Introducing my Business Partner Ed Arango
30:30
30:30
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30:30In this episode, Edward Arango and I break down the philosophy behind the insurance agency we're building, Newport Beach Insurance Center. Our goal is to be conservative when it comes to business fundamentals and customer service, and aggressive when it comes to utilizing technology for our clients. Ed and I get into the dynamics of his 25+ years o…
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In this episode, James Benham and Broker Brett break down James's bootstrapped path to building a JBKnowlege, a global SaaS company that's focused on Insurance and Construction. James also tells the story of his first startup exit too, SmartBid (smartbid.co), and his current product companies, TerraClaim and SmartCompliance. TerraClaim and SmartCom…
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Edward Halsey on digital transformation and the US (being from the UK)
28:55
28:55
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28:55Broker Brett and Edward Halsey break down Ed's consultancy Evermore Digital, which focuses on technology transformation that maximizes revenue opportunities, reduces operational inefficiency, and attracts customers. Most clients around the insurance space. Ed and Brett also get into the ins and out of legacy systems, and why change can be so hard. …
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Real Estate Tech at Its Finest, GetDigsy.com
35:15
35:15
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35:15Andrew Bermudez, the CEO and Co-Founder of GetDigsy, breaks down the future of Commercial RE with Broker Brett. They get into Andrew's roots in the Commercial Real Estate industry, how it helped him overcome his shyness, and the gap in the market he's filling by building an open Commercial Real Estate platform. Andrew also gets into his roots and c…
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The Product Journey of RovR products with Tom DeFrancia
31:15
31:15
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31:15Enter promo code "BROKERBRETT" at RovRproducts.com for 20% off their phenomenal product, legacy coolers are their main focus! Limited time only. Tom DeFrancia of RovR Products breaks down his 10-year product journey, and the last few years since launching with Broker Brett. They also talk about Brett's brother Kyle, and his impact at the RovR. Tom …
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The Power of Podcasting with Chris Decker
34:22
34:22
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34:22Broker Brett and Christopher Decker get into the backstory of them being connected around the OC startup scene, how Chris ended up in Orange County, and his impact on the OC startup ecosystem. Brett and Chris also discuss Salescast.co, a platform Chris has Founded, to help Entrepreneurs and Sales Leaders connect with their ideal clients, and what t…
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A Journey to Wealth Management Advising with Cary Facer
28:57
28:57
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28:57Cary Facer breaks down his journey into his career as a Wealth Advisor, the attrition of the Finacial Planning industry, and the value of a good business Partner. They also get into our current COVID environment, building rapport digitally, and what classic business-building techniques would be. Cary and Brett cover the value of looking forward 3, …
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Bill Ray BBQ talk, and virtual football camps in COVID
23:17
23:17
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23:17In this episode Broker Brett and Billy Ray nerd out on BBQ, tips and tricks, stories of how they got going and what they're cooking now. Brett and Bill also talk COVID's effects on highschool football coaching, and what it's been like to hold virtual camps. They get into the nimbleness and flexibility you need to solve problems today, and how there…
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Truly Knowing Your Organization with Juan Garcia
27:25
27:25
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27:25In this episode, Juan Garcia of SABAC Ventures breaks down the power of truly knowing your organization through surveys and reports, especially in our new Work From Home transition. These reports provide invaluable incites in today's ever-changing business landscape. SABAC Ventures uses the following tools to truly understand organizational dynamic…
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The Journey of a True Salesman and Entrepreneur, Martin Pacheco's story
20:28
20:28
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20:28Martin Pacheco (LinkedIn) breaks down his journey from Florida, to CA law school, and eventually sales and entrepreneurship. We talked through his early sales experiences, hustling, asking, getting to decision-makers, as well as his current role that he's loving at Civic Financial. We got into the upside of having the Broker Brews clan too, friends…
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How OC hospitality is handling COVID with Jill Cook
14:00
14:00
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14:00Jill Cook of Bow & Arrow Public Relations and Broker Brett break down how the OC hospitality is handling COVID. They get into Heritage BBQ's game-changing new smoked meat set up in San Juan Capistrano, and their determination to make things happen online as they open during COVID. They also talk about their old friends at Kelly's Korner Tavern in P…
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Sales, Small Business, and Self-Funded StartUp talk with Jordan Goodman
29:43
29:43
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29:43Brett Fulmer and Jordan Goodman talk about finding a specialty, trusting good people, as well as Jordan's brokerage and startup. Jordan Goodman is the CEO of Goodman Insurance and the CFO TotalCSR. Brett and Jordan get into the value of building connections without an ask, and the trials and tribulations of new ventures. Brett also gets into his st…
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Sales and Car Buying Tips From Brother Todd
17:31
17:31
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17:31It was awesome breaking down my brother's sales approach and his thoughts on the auto industry and dealership experience. We talk about how and why each sale and customer is unique, and the importance of moving the process along. We get into the dos and don'ts of what to do when purchasing a car too. Todd Fulmer sells Dodge, Jeep, Chrysler, and Ram…
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Branding and Startup talk with Deidre Wright
28:45
28:45
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28:45In this podcast, Broker Brett and Deidre Wright talk about all things Branding, Startups, and the Insurance Industry. They also discuss Juniper Labs, an open data and machine learning startup building products and automated insurance underwriting technology. Deidra and Brett and are proud to be Board Advisors for Juniper Labs. Lastly, they get into…
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Driving with The Consigliere, Anthony Dispoto, Esq.
17:28
17:28
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17:28In this episode Broker Brett and Anthony Dispoto, Esq. discuss FINAEO, a Toronto based startup in the insurtech scene, and a new contact of theirs, epiloguewills.By BrokerBrett.com
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