Agency Navigators™ - AgencyCFO™

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S4E2: Agency Acquisitions

Saison 4 · Épisode 2

mercredi 26 mars 2025 • Durée 30:31

Watch this episode on YouTube: https://youtu.be/3hT0uM-4pZ0

This episode of the Agency Navigators podcast focuses on what Day 2 really looks like after acquiring an agency. Roe and Don are joined by Chip and Ted Gibson, the CEO and President, of Deland Gibson Insurance. As the agency who has been with AgencyCFO™ the longest, there’s so much that has been learned together along the way!

Chip and Ted have been integral to Deland Gibson’s seven acquisitions completed over the last four years. Success in the process has come with time and experience; after countless hours of research, process development, and even a few misses early on they have refined their process. The human element of success cannot be understated, and that is echoed by Chip and Ted’s reflections (and shoutout to AgencyCFO™!).

#AgencyNavigators #Podcast #Acquisitions #InsuranceIndustry #BusinessGrowth #AgencyCFO #SuccessStory

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators

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S4E1: Managing the Most Valuable Asset

Saison 4 · Épisode 1

mercredi 12 mars 2025 • Durée 20:02

Watch this episode on YouTube: https://youtu.be/aqqRT5Dti3I

Join us as we kick off Season 4 of the Agency Navigators podcast talking about every agency’smost valuable asset, and the common misconceptions and mistakes made when managing it.

Intangible? Yes. Immensely Important? Also, yes.

While we can appreciate agencies considering their employees to be their most valuable asset, it simply is not the case.

When Don identified “Data Chaos” as a common theme and major barrier to Book of Business integrity, he and Roe knew they needed to add a data expert to the AgencyCFO team. Cue Adam Bushey, our Business Intelligence Analyst/Advisor! In his first year, Adam worked with Don, Roe and the rest of the team to maximize Book of Business success for our partner agencies.

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators

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Welcome to Season 2!

Saison 2

mercredi 15 septembre 2021 • Durée 01:10

We’re back!

Thank you to everyone who offered us feedback on Season 1. We listened and are back this season with not only financial wellness tips, but growth and organizational strategies.

To our clients, partners and friends - THANK YOU.

As always, we hope to serve you well!

- The AgencyCFO™ team

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14: Three ACTIONABLE Growth Tips for 2021

Saison 1 · Épisode 14

mardi 19 janvier 2021 • Durée 15:58

The #AgencyNavigators welcome their first guest: RD Advisory Group’s Growth Advisor, Cayla Carrillo.

Cayla is kicking the year off with THREE TIPS for GROWTH in 2021. Yes, three, easy ACTIONABLE tips. Growth is more than a statement or mindset, it requires action.

We've got your back and are here to help you move in the right direction.

Questions? Want to hear more from Cayla?
Email: caylac@rdadvisorygroup.com
LinkedIn: linkedin.com/caylacarrillo

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/rdadvisorygroup
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.
Instagram: instagram.com/rdadvisorygroup

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13: The Growth Predictor | Sales Velocity

Saison 1 · Épisode 13

mardi 29 décembre 2020 • Durée 09:41

We’ve heard a common focus for insurance agencies in 2021, GROWTH.

Before setting growth targets, the #AgencyCFO recommends measuring your team’s SALES VELOCITY. This metric is one of the best predictors for future earned growth.

Ideally, your ORGANIC GROWTH.

In this episode: The Agency Navigators not only teach you how to calculate your sales velocity (%), but also how to use it for measuring your team’s current and future performance.

It is one, easy to calculate metric that can scale from agency to agency.

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/rdadvisorygroup
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.
Instagram: instagram.com/rdadvisorygroup

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12: Agency Owners, Are You Getting Paid Enough?

Saison 1 · Épisode 12

mardi 17 novembre 2020 • Durée 12:15

We’ve talked about why you should separate your personal and agency finances, but we’ve never talked about how much or exactly HOW to actually pay yourself.

On this episode, the Agency Navigators discuss the magic formula on calculating the right compensation for owners based on agency size and impacts to agency finances. Like most decisions, there are items to consider before moving into action.

There’s no “normal” to benchmark against, so let’s talk about one of the grayest areas of independent insurance agency management.

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

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11: The Lead Domino

Saison 1 · Épisode 11

jeudi 15 octobre 2020 • Durée 12:05

As a kid, did you ever line up your dominoes and let them fall?

Ironically, as adults we can actually BENEFIT from playing with dominoes the same way as we did as children.

On this episode, the Agency Navigators share insight on the book “The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results” by Gary Keller and Jay Papasan. The trick is to treat our strategic projects, big tasks, etc. as dominoes.

In a world where we glorify multitasking, it may be time to prioritize and focus on simply…. ONE THING!

So, what’s your lead domino?

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

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10: Your Agency is Not a Bank, Separate Your Finances

Saison 1 · Épisode 10

mercredi 2 septembre 2020 • Durée 15:23

It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic?

As the agency owner, it’s your responsibility to promote sound business decision making and running the agency as cleanly as possible – just as you expect your team to.

Not separating the personal and agency finances could:

impact the valuation of your agency
demoralize team members
lead to IRS implications (& brand damage!)

…and these are only some of the reasons why clarity and complete separation are important. Listen in for tips on HOW to shift to complete separation.

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

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9: The Foundation vs. The Silver Bullet

Saison 1 · Épisode 9

jeudi 6 août 2020 • Durée 10:46

🗣 CALLING ALL AGENCY OWNERS WITH SHINY OBJECT SYNDROME!

Do you sometimes change for the sake of change? Do you come back from conferences excited, with 20+ ideas ready to share and implement with your team? Are you always looking for the next silver bullet to solve your agency’s problems?

If you answered yes to any of these questions, this message is for you!

In this episode, #AgencyNavigators share key financial and organizational fundamentals that any agency can tackle, RIGHT NOW. Just because you can’t travel to conferences for ideas doesn’t mean you can’t work inside your four walls and on your agency's foundation.

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

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8: Scale for the Agency You Want, Not the Agency You Have

Saison 1 · Épisode 8

jeudi 2 juillet 2020 • Durée 16:02

Is your agency under 2.5 million in revenue AND in growth mode? If so, have you asked yourself the 2.5 million-dollar question: “Does my agency scale AND how FAR does it scale to?”

Most often the #AgencyNavigators hear agency owners say, “What got me here will get me where I want to go." Although they’ve grown the agency, 10%+ of growth year after year is not possible without changing to a Mid-Agency Mindset.

As the #AgencyCFO says, the biggest difference in agency size is actually NOT the expense structure, but rather where revenue is derived.

Growth doesn’t mean more policies; it means purposeful change that scales your agency forward. So, is it time to change your mindset?

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

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