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Relationships are More than Rows and Columns with Agency CFO
Manage episode 398460744 series 2922251
David Carothers에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Carothers 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode of The Power Producers Podcast, David Carothers sits down with Roe Polczynski, Don Polczynski, and Cayla Carrillo of The AgencyCFO™. They discuss effective financial practices for insurance agencies, and strategies for better financial management and growth, valuable for anyone at the helm of an insurance agency.
Key Topics:
- The evolution and rebranding of The AgencyCFO™ from its original business name, RD Advisory Group.
- The ideal client profile for The AgencyCFO™: Agencies with a revenue range of 2 to 15 million dollars.
- The importance of having strategic financial support for growth-oriented agencies.
- The role of The AgencyCFO™ in assisting agencies with acquisitions, including pre and post-acquisition financial management.
- Addressing common challenges and concerns of agency owners regarding financial management and growth strategies.
- The significance of organic growth and its impact on agency valuation.
- The innovative "Executive Academy" program, designed to help smaller agencies grow effectively.
Connect with:
- Roe Polczynski LinkedIn
- Don Polczynski LinkedIn
- Cayla Carrillo LinkedIn
- David Carothers LinkedIn
- Kyle Houck LinkedIn
Visit Websites:
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