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.
Episodes
25 episodes
S4E2: Agency Acquisitions
Watch this episode on YouTube: https://youtu.be/3hT0uM-4pZ0This episode of the Agency Navigators podcast focuses on what Day 2 really looks like after acquiring an agency. Roe and Don are joined by Chip and Ted Gibson, th...
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Season 4
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Episode 2
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30:31
S4E1: Managing the Most Valuable Asset
Watch this episode on YouTube: https://youtu.be/aqqRT5Dti3IJoin us as we kick off Season 4 of the Agency Navigators podcast talking about every agency’smost valuable asset, and the common misconceptions and mistake...
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Season 4
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Episode 1
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20:02
S3E4 - Agency Influence With Austin Moorehead
Watch this episode on YouTube: https://youtu.be/aYjhEFptPjgOn this episode of the Agency Navigators podcast, Roe and Don spotlight the power of ‘find a way to ...
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Season 3
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Episode 4
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17:26
S3E3: Agency Experience With Mark Rodgers
Watch this episode on YouTube: https://www.youtube.com/watch?v=mK2Io5s-AHMRoe and Don traveled over the river, through the SNOW and just shy of 2,000 miles to host Mark ...
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Season 3
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Episode 3
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22:14
S3E2: The Looming Change
Watch this episode on YouTube: https://www.youtube.com/watch?v=vyJO_sj5HXYIn this episode of the Agency Navigators podcast, Roe and Don Polczynski discuss th...
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Season 3
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Episode 2
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13:50
S3E1: The OG Fractional CFO
Watch this episode on YouTube: https://youtu.be/7b4S1SNFM9ASurprise! We’re back with a special mini season of the Agency Navigators Podcast by AgencyCFO™! In this episode of Season 3, let’s start by taking a trip ba...
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Season 3
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Episode 1
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16:24
S2E4: Bringing Out the Best in Your Agency
Since 1993 Reagan & Big “I” have conducted the “Best Practices Study.” Year over year they have provided valuable insight into the performance of agencies across the country, ranging from under $1.25M to over $25M. The 2021 Best Practices S...
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Season 2
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Episode 4
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16:59
S2E3: Ensuring the Success of Young Insurance Talent
You’ve thought about or have actually made the investment in hiring young talent, now what?Do you have a development plan for success or is the plan to wing it – they’ll understand eventually, right?Wrong. Potential for success st...
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Season 2
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Episode 3
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18:20
S2E2: Your Burnout is Hurting Your Team
We get it. You’re a driven agency owner and the agency’s success is on your back. You’re probably tired and often go through periods of being completely burnout.When is the last time you took a step back and reflected on your role in the...
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Season 2
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Episode 2
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14:36
S2E1: Keep Your Eye on the RESULTS
Agency Owners and Principals– this episode is for you. Information out there to help you run your agency is endless and right at your fingertips! As a business owner there is always something shiny, new, or “innovative”, with the ho...
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Season 2
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Episode 1
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12:00
Welcome to Season 2!
We’re back!Thank you to everyone who offered us feedback on Season 1. We listened and are back this season with not only financial wellness tips, but growth and organizational strategies.To our clients, partners and friend...
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Season 2
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Episode 0
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1:10
14: Three ACTIONABLE Growth Tips for 2021
The #AgencyNavigators welcome their first guest: RD Advisory Group’s Growth Advisor, Cayla Carrillo.Cayla is kicking the year off with THREE TIPS for GROWTH in 2021. Yes, three, easy ACTIONABLE tips. Gr...
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Season 1
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Episode 14
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15:58
13: The Growth Predictor | Sales Velocity
We’ve heard a common focus for insurance agencies in 2021, GROWTH.Before setting growth targets, the #AgencyCFO recommends measuring your team’s SALES VELOCITY. This metric is one of the best predictors for future earned growth...
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Season 1
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Episode 13
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9:41
12: Agency Owners, Are You Getting Paid Enough?
We’ve talked about why you should separate your personal and agency finances, but we’ve never talked about how much or exactly HOW to actually pay yourself. On this episode, the Agency Navigators discuss the magic formula on ...
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Season 1
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Episode 12
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12:15
11: The Lead Domino
As a kid, did you ever line up your dominoes and let them fall? Ironically, as adults we can actually BENEFIT from playing with dominoes the same way as we did as children. On this episode, the Agency Navigators share in...
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Season 1
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Episode 11
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12:05
10: Your Agency is Not a Bank, Separate Your Finances
It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic?As the agency owner, it’s your...
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Season 1
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Episode 10
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15:23
9: The Foundation vs. The Silver Bullet
🗣 CALLING ALL AGENCY OWNERS WITH SHINY OBJECT SYNDROME!Do you sometimes change for the sake of change? Do you come back from conferences excited, with 20+ ideas ready to share and implement with your team? Are you always looking f...
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Season 1
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Episode 9
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10:46
8: Scale for the Agency You Want, Not the Agency You Have
Is your agency under 2.5 million in revenue AND in growth mode? If so, have you asked yourself the 2.5 million-dollar question: “Does my agency scale AND how FAR does it scale to?”Most often the #AgencyNavigators hear age...
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Season 1
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Episode 8
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16:02
7: PPP Flexibility Act (NEW Legislation Update)
Yes, *ANOTHER* PPP update. Another month, another set of changes! This month brings modifications to the original PPP legislation. We’re here this week to bring you clarity (as much as we can anyways) on the legislation changes....
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Season 1
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Episode 7
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12:34
6: Falling into a Career in Insurance
If you work in the insurance industry, do you remember how or why you started?Very few people intend on having a career in insurance yet most "fall" into it and realize it's not so bad, so they never leave.In the spirit o...
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Season 1
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Episode 6
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13:21
5: An Attitude of Gratitude
On this episode, #TheAgencyNavigators cover the power of Gratitude.It’s easy to focus on the negative, but what’s the POSITIVE of working in the insurance industry?We may be at different isolation stages, but we all have the o...
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Season 1
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Episode 5
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10:42
4: Capture the Opportunity During COVID-19
There’s no going backwards after social distancing ends. Life has changed and we’ve had to adapt in our own ways. Yet, think about what actually kept us connected during these uncertain times. The real question is: how do we create ...
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Season 1
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Episode 4
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21:04
3: Maximize Your PPP Loan Forgiveness
If you were one of the lucky agencies to receive money through a PPP loan, it’s time to think about how you’re going to spend the money.Your loan amount is in the bank….. now what? First, start with the most important question: Do yo...
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Season 1
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Episode 3
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19:14
2: HOW & WHY Agencies Should Conserve Cash During COVID-19
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...
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Season 1
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Episode 2
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20:47
1: The Financial Impacts of COVID-19 for Insurance Agencies
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. <...
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Season 1
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Episode 1
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22:12