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.
Agency Navigators™
S4E17: Value Creation & Measurement - Keeping Score
Watch this episode on YouTube: https://youtu.be/QiaLQlsa1xs
How do you really know if your agency is winning? In this episode of Agency Navigators, Roe and Don unpack the true scoreboard every agency owner should be watching — value creation.
CFOs don’t just crunch numbers — they measure impact. From growth and profitability to long-term agency valuation, Roe and Don reveal how to track the value you’re building every year and why it matters more than you might think.
You’ll learn:
📈 The three buckets of value creation — paycheck, profit, and intrinsic agency value
💼 How to calculate and interpret the Rule of 20 (growth + profitability)
💡 Why value growth matters even if you’re not planning to sell anytime soon
📊 How to turn your agency’s financial data into a true performance scorecard
🤝 How Agency CFO helps owners feel safe, stay profitable, and keep growing
Because at the end of the day, CFOs keep score—and the ultimate score is value.
Key takeaway:
“At the core of financial wellness is value creation. Measure it, grow it, protect it.”
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