Relationships are More than Rows and Columns with Agency CFO, Episode #311


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.

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David Carothers

Kyle Houck

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