Broker 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 ride. We're going to keep it going, and try and double down on covering OC small business, sales and startups. Broker Brett Radio is proudly powered ...
Oct 06, 2020•24 min•Season 1Ep. 20
Grant 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 small business, what they admire about entrepreneurs, and the spirit they think it takes to make things happen as well. Grant Cain, Paycor HCM Advoca...
Sep 30, 2020•33 min•Season 1Ep. 19
Timothy 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 leading platform, a Professor at USC, an investor, and community leader of OC FInTech Meetup . Timothy Li (LinkedIn) Broker Brett Radio is proudly p...
Sep 22, 2020•26 min•Season 1Ep. 18
Broker 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 brett@npbic.com for Newport Beach Insurance Center , and your Personal, Commercial and Life Insurance needs....
Sep 16, 2020•26 min•Season 1Ep. 17
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 Commercial Insurance nationally.
Sep 10, 2020•30 min•Season 1Ep. 16
In 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 of insurance experience combing with my startup and tech enthusiasm. We hope you enjoy! And please reach out with any insurance needs. Ed Arango, Link...
Sep 08, 2020•31 min•Season 1Ep. 15
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 SmartComplaince are two niche companies that James has bootstrapped to build as well, he goes into the importance of considering the non-fundraising road,...
Sep 01, 2020•32 min•Season 1Ep. 14
Broker 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. They also discuss why having somebody to put their name on a project like Ed can be so valuable, as opposed to working with a rep in a cubical farm. ...
Aug 25, 2020•29 min•Season 1Ep. 13
Andrew 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 coming to the US from Ecuador when he was 13, and Broker Brett mentions his buddies loving working on Commercial Real Estate deals through GetDigsy as...
Aug 18, 2020•35 min•Season 1Ep. 12
Enter 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 and Brett get into the effects of COVID on their supply chain, the camping boom this summer, 2020, and how to get your products Grizzly Bear tested. R...
Aug 13, 2020•31 min•Season 1Ep. 11
Broker 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 the best metrics and goals for Podcasters. They get into Chris's book PROFIT as well, where Chris breaks down his entrepreneurial and personal growth ...
Aug 11, 2020•34 min•Season 1Ep. 10
Cary 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, 5, or even 10 years out as well, and the benefits of building that plan backward. Cary Warren Facer Founding Partner Warren Street Wealth Advisors war...
Aug 06, 2020•29 min•Season 1Ep. 9
In 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's no one way to cook a steak. They also talk about the power of sharing interests and hobbies with people, and how sometimes it pays to not just be a...
Aug 04, 2020•23 min•Season 1Ep. 8
In 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 dynamics: Typical Consulting Services and Engagements 1. Employee Engagement – use and deploy surveys for clients, analyze results, provide feedback to enhan...
Jul 28, 2020•27 min•Season 1Ep. 7
Martin 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 that can relate to the sales struggles, as well as help you build business. Martin Pacheco focuses on financing for real estate projects nationwide,...
Jul 24, 2020•20 min•Season 1Ep. 6
Jill 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 Placentia, and how their owner has been a dynamic leader for the hospitality industry during COVID. Brett and Jill talk about a ton of other great...
Jul 21, 2020•14 min•Season 1Ep. 5
Brett 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 strategy of helping startups while bringing in his own revenue. Also, they discuss why you shouldn't play poker against Jordan, it won't end well....
Jul 17, 2020•30 min•Season 1Ep. 4
It 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 vehicles in Orange County, CA. He is happy to advise people throughout the country on the car purchase process as well. Todd can be reached at todd.f...
Jul 13, 2020•18 min•Season 1Ep. 3
In 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 their personal missions and goals as well. Deidre Wright is the Founder and CEO of Strategic Stories, she helps diverse professionals become industr...
Jul 07, 2020•29 min•Season 1Ep. 2
In 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 .
Jul 02, 2020•17 min•Season 1Ep. 1
