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.
Podcasting since 2020 • 30 episodes
Agency Navigators™
Latest Episodes
S4E7: Are Your Agency's Financials Sophisticated Enough?
Watch this episode on YouTube: https://youtu.be/Dg5fzZdPhhQIs your agency outgrowing the startup mindset—but still running with startup-level financial reporting?In t...
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20:20
S4E6: Don't Get Bored with the Core
Watch this episode on YouTube: https://youtu.be/dTLv2piKPtIStaying focused on the core of selling is key to long-term agency success. While the initial spark may fade, consistent sales efforts fuel your growth, stability, a...
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Season 4
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Episode 6
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16:38
S4E5: The Gravitational Pull of the Agency Owner
Watch this episode on YouTube: https://youtu.be/ngxGSGtuL9s✨ What kind of gravity do you create as a leader? ✨In this episode, Roe and Don unpack the often-unseen influence leaders have within their agencies.
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10:48
S4E4: Cutting the Cord - When to Cut Ties with a Producer
Watch this episode on YouTube: https://youtu.be/Tt-uVbqgtOYIn this episode, Roe, Don, and Cayla break down the tough decision many agencies face when a producer isn't the right fit. They explore the challenges through three key le...
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Season 4
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Episode 4
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26:17
S4E3: The Real Magic is the Cadence
Watch this episode on YouTube: https://youtu.be/oo_0JbgjOL4Don and Roe are joined by CFOs, Cayla Carrillo and Shawna Cook, for a collaborative explanation of the “1-2 Cadence” in this episode of the Agency Navigators podcast. See ...
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Season 4
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Episode 3
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21:02