#COVID-19: FOCUSING ON YOUR ANNUAL PLAN & BUDGET (TOOL INCLUDED)

WHY

Let’s start with the fundamentals – your goals and finances! With business potentially coming to a halt, you may need to adjust your annual plan and budget for reduced revenue (sales) and increased expenses. At RD Advisory Group we begin every client implementation by formalizing a budget. Because without a starting point, how can you possibly begin to measure?!

In the famous words of Benjamin Franklin, “Failure to plan is planning to fail.”

HOW

If you have a budget: Time to update it and keep it on hand. We are in uncharted territory and numerous revisions will likely need to be made.

If you need a budget: The RD Advisory Team will be providing a copy of our annual budget template to agencies that need it, free of charge and no obligation. Request a copy of the template using the button below. A member of our team will provide it within 48 hours.

CONTACT US

Seriously, our team is here to help! For assistance or questions, email us at: rdagteam@rdadvisoryteam.com.

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#COVID-19: MEASURING THE FINANCIAL IMPACTS OF COVID-19 FOR INDEPENDENT INSURANCE AGENCIES

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THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE: DEVELOPING EMPLOYEES TO ENSURE FINANCIAL STABILITY