AgencyCFO™

Agency Navigators™

Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.

No dejes de visitar la web del podcast y apoyar a su creador: agencynavigators.buzzsprout.com

Autor

AgencyCFO™

Categoría

Business

Último episodio

1 de jul. de 2026

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Episodios

2: HOW & WHY Agencies Should Conserve Cash During COVID-19 09.04.2020

On today's episode we explain the difference of having cash in the bank and truly having USABLE, working capital. During this pandemic agencies should know their net cash position and build a reserve based on the agency's working capital. We've also come up with FIVE STRATEGIES FOR BUILDING AMPLE WORKING CAPITAL, because you never know when you'll need it! For questions, email...

1: The Financial Impacts of COVID-19 for Insurance Agencies 02.04.2020

On today's episode we answer the hot question on every agency owner’s mind, “How is the COVID-19 pandemic going to impact my agency financially?” Don, the #AgencyCFO  shares his insights and experience to help provide the answers. For questions and the budget template, email: donp@rdadvisorygroup.com Connect with us! LinkedIn: linkedin.com/company/rdadvisorygroup Facebook: facebook.com/rdadvi...

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