https://www.agencycfo.com/blog daily 0.75 2024-05-13 https://www.agencycfo.com/blog/your-agency-is-not-a-bank-separate-your-finances-flf3t monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363048-A3DIRPV0O3WQMUTN7U42/Agency-vs-Owner.png Blog - YOUR AGENCY IS NOT A BANK, SEPARATE YOUR FINANCES - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/covid-19-measuring-the-financial-impacts-of-covid-19-for-independent-insurance-agencies-byp9h monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363088-XNC1DE2617WMYFMEKHWY/Header-for-Fin-Impact.png Blog - #COVID-19: MEASURING THE FINANCIAL IMPACTS OF COVID-19 FOR INDEPENDENT INSURANCE AGENCIES - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/covid-19-focusing-on-your-annual-plan-amp-budget-tool-included-drdg9 monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363143-CE5Q0IBCBUFLB9DSV5J7/COVID-budget.png Blog - #COVID-19: FOCUSING ON YOUR ANNUAL PLAN & BUDGET (TOOL INCLUDED) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/the-marriage-of-financial-and-organizational-excellence-developing-employees-to-ensure-financial-stability-zmsl8 monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363015-8PQ1GPKQF9D581VVTT05/Financial-Marriage-Post-2.png Blog - THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE: DEVELOPING EMPLOYEES TO ENSURE FINANCIAL STABILITY - Make it stand out This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction, here. Below is part two of the three most impactful ways this union will move your agency forward. Catch up on part one, here. https://www.agencycfo.com/blog/the-marriage-of-financial-and-organizational-excellence-strategic-plans-that-unite-both-sides-pjwmd monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363078-YG3O0G0G3ALVHQ4NT50H/Financial-Marriage-Post-1.png Blog - THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE: STRATEGIC PLANS THAT UNITE BOTH SIDES - Make it stand out This is a continuation from our previous blog post, The Marriage of Financial and Organizational Excellence. Read the introduction. Below is one of the three most impactful ways this union will move your agency forward. https://www.agencycfo.com/blog/the-marriage-of-financial-and-organizational-excellence-h9z8w monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363067-L2J31MYHE1CJJ16GEXC0/Picture3.png Blog - THE MARRIAGE OF FINANCIAL AND ORGANIZATIONAL EXCELLENCE - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/re-humanizing-the-strategic-plan-process-7zaln monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376362989-SUI94HECZ7D3G3ZF376K/93963403_m.jpg Blog - RE-HUMANIZING THE STRATEGIC PLAN PROCESS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/unacceptable-assumptions-ka67h monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363112-51UHXHXSSHZZHC2FPZ97/6752746_s.jpg Blog - UNACCEPTABLE ASSUMPTIONS - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.agencycfo.com/blog/the-vanishing-act-j2rpm monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363157-S3OOAIAGY7MH5Z6GE9NQ/26175547_s.jpg Blog - THE VANISHING ACT - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363162-M0SS0IKEGW41ZCWYLCBI/Compound-Attrition-Picture.png Blog - THE VANISHING ACT - Make it stand out Just a 20% annual retention loss will lead to a 5 year compound loss of 66%. The effects of overcoming that loss will be a plague to your agency. https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363165-230LYRJH4RIQA83TK12S/Compound-Attrition-10Percent-Picture.png Blog - THE VANISHING ACT - Make it stand out Increasing an agency’s retention by 10 points will yield a long-term rate of 52% retention. This greatly improves organic growth rates! https://www.agencycfo.com/blog/the-real-why-zrpr5 monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/trajectory-x3p86 monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/hidden-in-plain-sight-your-agencys-next-successful-producers-k2p9f monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/put-the-success-back-into-succession-tmpc6 monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/the-difference-bookkeeper-to-cfo-99b3k monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/producer-management-where-most-agencies-fail-rye84 monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363025-DQLL00AVU591DZEAAE1H/IMG_1905-e1481312066252-768x768.jpg Blog - PRODUCER MANAGEMENT – WHERE MOST AGENCIES FAIL - Make it stand out PATH OF GREATER OPPORTUNITY Roe’s advice and coaching have led me to start a new chapter in my life. With newfound strength and courage, I am now on a path of greater opportunity and fulfillment. Aimee VanGarrett, https://www.agencycfo.com/blog/success-and-mindset-the-power-connection-5323r monthly 0.5 2021-10-07 https://www.agencycfo.com/blog/blog-post-title-one-eb7jd-dzcms monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363000-1B8ZW7X9TDU4KSTDAPJ1/SC-Photo-1.jpg Blog - YEAR END IS NEAR! - Make it stand out WE ARE QUICKLY MOVING TO IDENTIFY OPPORTUNITIES Hiring Don as CIA’s Virtual CFO has proven to be a great solution in filling the gap between my bookkeeper and CPA. He has brought his deep agency experience and insight to the benefit of CIA. Don has taken our numbers and extracted the key points of information that I need each month. I feel that we now have a solid grasp on our numbers, as well as looking forward with our projections and budget planning. We are quickly moving to identify opportunities and implement the more strategic initiatives I’ve always wanted to do. I highly recommend you speak with Don and RD Advisory Group to fill your financial management gaps. Sam Crudo, CRM, CIC, CEO at CIA Insurance https://www.agencycfo.com/blog/blog-post-title-two-9hckg-4tchf monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363096-V6QR7RDL4E650K9XDZ7H/Gilroy-Larry-768x768.jpg Blog - PIPELINE MANAGEMENT – IT’S MORE THAN A PIPE DREAM! - Make it stand out “I have worked closely with Don for the past 13 years and am thrilled to see him create The Agency CFO program. We will be using the program ourselves—giving us the best of both worlds as we will continue to benefit from Don’s guidance and oversight and at the same time free up resources to reinvest in the business. Don’s strength has been the combination of his financial expertise and his knowledge of the business overall—bringing a perspective that goes well beyond numbers as he has been involved in all aspects of the business including IT, sales and as a member of our leadership team.” Larry Gilroy, President of Gilroy Kernan & Gilroy https://www.agencycfo.com/blog/blog-post-title-three-hrhjj-z9kkl monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363038-CGF0BYKQQXYCCBQF54XV/Mark-PhD-regalia-e1481310105833.jpg Blog - CAN YOU TRULY WIN WITHOUT KEEPING SCORE? - Make it stand out Seldom do I cross paths with someone who inspires me to excel. As a highly motivated professional, I felt that an area of my life, the not for profit sector, was an area that needed substantial growth, expertise, direction and a vehicle to move us forward. We found that path with Roe Polczynski and RD Advisory Group. The level of professionalism is unmatched and the knowledge base they bestowed upon our corporation was impressive and more importantly, effective. It is directly because of the trainings and support RD Advisory Group provided that Joseph’s Experience Inc. is able to sustain and develop a stakeholder status in our community. We strongly encourage people to reach out to us to experience our advocacy of this group. Mark C. Montgomery Ph.D., Founding Board Member: Joseph’s Experience Inc. https://www.agencycfo.com/blog/blog-post-title-four-dehpz-7cayw monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/660187defcc2d265c8d7cfe9/1711376363131-01PRP8B2I3WK6QSAWUNK/julie-byrne.jpg Blog - QUICK TIP FOR MAKING THOSE NEW YEARS RESOLUTIONS A REALITY! - Make it stand out I have been fortunate to receive both group setting management training as well as individualized coaching sessions with Roe. Her leadership training has helped me both personally and professionally. 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