The best account managers build their book like it’s their business, and that mindset changes everything.

Alex Raymond is joined by Todd O’Donnell, who went from tech sales at IBM and Oracle to leading one of Canada’s top-performing insurance agencies. Todd shares how blitz days, cold calling, and world-class training shaped his early career, and why those habits still influence how he runs his agency today.

They talk about the shift from chasing leads to building a referral-driven business, the hiring principle Todd swears by (“Can I trust this person?”), and why the best AMs know how to focus on what really moves the business forward. Todd also breaks down how he uses Sandler sales training, one-on-one coaching, and weekly team sessions to create consistent results without micromanaging.

From creating a “Starbucks of insurance” experience to developing account managers with zero prior industry experience, Todd shows how long-term growth happens when you lead with trust, consistency, and a clear plan.

Episode Breakdown:

00:00 Why Account Managers Drive the Business

02:13 Lessons from IBM and Oracle

07:17 Building a Team Without Micromanaging

10:23 How to Keep Clients Without Competing on Price

13:56 Hiring for Trust, Not Industry Experience

16:45 How Sandler Training Shapes the Sales Process

18:59 Coaching, One-on-Ones, and Leading by Example

26:10 What Top Account Managers Do Differently

28:54 The Power of Focus Time

30:28 Strategic Coach, 10X Thinking, and Personal Growth

36:06 Career Paths for Account Managers

39:36 Be Willing to Get Uncomfortable

Links

Connect with Todd O’Donnell:

LinkedIn: https://www.linkedin.com/in/toddodonnellinsurance

Website: https://www.insurancetodd.com/

Connect with Alex Raymond:

LinkedIn: https://www.linkedin.com/in/afraymond/

Website: https://amplifyam.com/

Podcast production and show notes provided by HiveCast.fm

Account managers who lead with business acumen, creative insight and clear boundaries are the ones who drive real growth.

What happens when agencies start questioning whether account management still matters? Jess Manganelli has seen it firsthand, and she’s got strong opinions. As the founder of Betts & Betz, she works with creative agencies to build high-performing account teams that don’t just keep the trains running but move the business forward.

Jess and Alex discuss why some agencies are scaling back on account roles, and why that decision often backfires. They talk about what the job really demands: a deep understanding of how both the client and the agency make money, the confidence to lead from wherever you sit, and the willingness to have hard conversations instead of dodging them.

Where do most account managers get stuck? Jess points to a lack of business fluency and a fear of pushing back. She offers ways to shift that, starting with how to frame a tough conversation without sounding defensive or deferential.

If you’ve ever felt like your job description misses the point, or wondered how to grow into a more strategic role, Jess and Alex’s conversation will resonate.

Episode Breakdown:

00:00 The Real Value of Account Management

02:26 Is Account Management Dead?

06:05 What Agencies Actually Need from Account Managers

08:23 Why Business Acumen Matters

12:27 Balancing Client Goals with Agency Health

20:00 How to Handle Tough Client Conversations

27:39 Curiosity as a Strategic Skill

31:30 Traits That Set Great Account Managers Apart

33:53 Removing Hurdles to Great Work

37:13 Fixing the Sales-to-Account Handoff

43:00 The Tucker Inner Concept

Links

Connect with Jess Manganelli:

LinkedIn: https://www.linkedin.com/in/jessmanganelli/

Website: https://www.bettsandbetz.com/

Connect with Alex Raymond:

LinkedIn: https://www.linkedin.com/in/afraymond/

Website: https://amplifyam.com/

Podcast production and show notes provided by HiveCast.fm

Most account managers are stuck chasing satisfaction when they should be driving change.

Alex Raymond is joined by Brent Adamson, the co-founder of A to B Insight and Qoos and the author of “The Challenger Sale,” for a discussion that challenges the way most teams think about account growth. If happy customers aren’t growing their accounts, what’s missing? And what does it actually take to move from retention to expansion?

Brent shares research that calls out a common trap: overdelivering on service without helping clients rethink their business. He introduces the idea of customer improvement: the account manager’s job isn’t to keep things running smoothly, but to show customers what’s possible when they shift their approach.

Alex and Brent also get into the confusion between customer success and account management, the pressure to grow accounts without losing them, and why confidence, specifically the client’s confidence in their own decisions, matters more than loyalty or trust.

If you’re leading key accounts or coaching teams who do, Alex and Brent’s discussion will change the way you think about long-term growth.

Episode Breakdown:

00:00 The Evolution of Account Management and Customer Success

02:52 Understanding the Roles: Retention vs. Expansion

11:11 The Importance of Customer Improvement

21:48 Driving Growth Through Insights

23:19 Navigating Account Management Challenges

26:36 Understanding Customer Improvement

29:27 Identifying Unique Strengths

32:16 The Importance of Customer Confidence

35:54 Introducing the Frame-Making Sale

46:30 Empowering Customers for Growth

Links

Connect with Brent Adamson:

LinkedIn: https://www.linkedin.com/in/brentadamson/

Website: https://www.brentadamson.net/

Website: https://qoos.ai/

Connect with Alex Raymond:

LinkedIn: https://www.linkedin.com/in/afraymond/

Website: https://amplifyam.com/

Podcast production and show notes provided by HiveCast.fm