AgencyCFO™

Agency Navigators™

Business EN ↓ 52 episodes

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.

Author

AgencyCFO™

Episodes

2: HOW & WHY Agencies Should Conserve Cash During COVID-19 09.04.2020 20:47

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 22:12

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...