Shows / Agency Navigators™
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
Agency Navigators™The Value Drivers Series - Value Driver 11: Scalability
Watch this episode on YouTube: https://youtu.be/yvCuVqd1dRg Growth is one thing. Building an agency that can grow without you is another. Eleven Value Drivers…
Agency Navigators™The Value Drivers Series - Value Driver 10: Good and Improving Cash Flow
Watch this episode on YouTube: https://youtu.be/ozySUMxBUHg Revenue fuels an agency. Financial strength gives it the freedom to grow. Value Driver #10: Good…
Agency Navigators™The Value Drivers Series - Value Driver 9: Financial Foresight and Controls
Watch this episode on YouTube: https://youtu.be/tv0rFTXibbQ Accounting tells you what happened. Financial foresight helps you decide what happens next. In this…
Agency Navigators™The Value Drivers Series - Value Driver 8: Demonstrated Acquisition Strategies
Watch this episode on YouTube: https://youtu.be/kbjo-raauZQ Acquisitions can accelerate growth. But closing the deal is only Day One. In this episode of Agency…
Agency Navigators™The Value Drivers Series - Value Driver 7: Documented and Proven Growth Strategy
Watch this episode on YouTube: https://youtu.be/8L53Rn7CYeU Growth shouldn’t be accidental. And sustainable growth requires more than riding a hard market. In…
Agency Navigators™The Value Drivers Series - Value Driver 6: Competitive Advantage
Watch this episode on YouTube: https://youtu.be/bbYsF3OZqKQ Your competitive advantage isn’t a one-time decision. It’s an asset that needs ongoing maintenance…
Agency Navigators™The Value Drivers Series - Growth Demands Discipline: A Special Value Drivers Episode with Chip Gibson of Deland, Gibson Insurance
Watch this episode on YouTube: https://youtu.be/eGVE_Rl3R6U It's one thing to understand the Value Drivers. It's another to live them every day. What happens…
Agency Navigators™The Value Drivers Series - Value Drivers 4 & 5: Recurring and Sustainable Revenue
Watch this episode on YouTube: https://youtu.be/QroxLs0_Dyo Think recurring revenue is enough? Think again. Recurring revenue is one of the biggest advantages…
Agency Navigators™The Value Drivers Series - Value Driver 3: Diversifying Your Revenue Base
Watch this episode on YouTube: https://youtu.be/o1EtJ9XkfCQ "We're in the business of risk management... yet we're often blind to our own risk." That's a hard…
Agency Navigators™The Value Drivers Series - Value Driver 2: The Influence of Operating Systems
Watch this episode on YouTube: https://youtu.be/oVUNmlOuP2c Most agency owners think they have operating systems. Many actually have something else. A…
Agency Navigators™The Value Drivers Series - Value Driver 1: Management Team Development
Watch this episode on YouTube: https://youtu.be/sSrJW2JGTBI Most agency owners say they want a business that can run without them. But have they actually built…
Agency Navigators™The Value Drivers Series - Introduction to Value Drivers and Know Your Number Tool
Watch this episode on YouTube: https://youtu.be/TPkEKZrzCUA Think exit planning is only for agency owners ready to sell? Think again. One of the biggest…
Agency Navigators™Expertise Files: Introducing Our Newest Fractional CFO: Lindsey Spence
Team AgencyCFO® is Growing Again! Meet our newest CFO, Lindsey Spence! Watch this episode on YouTube:https://youtu.be/zRNAV9c1YCs In this special Expertise…
Agency Navigators™The AgencyCFO® Client Survival Metric™: Your Client Retention Secrets Revealed
Watch this episode on YouTube: https://youtu.be/pVPKZ5Ko5Ek 🚀 Industry Premiere: The AgencyCFO® Client Survival Metric™ — Your Client Retention Secrets…
Agency Navigators™The Soft Market: The Market Is Changing — What’s Your Game Plan?
Watch this episode on YouTube: https://youtu.be/crE-I0UDSG4 The market is shifting faster than expected, and many agencies are already feeling pressure. In…
Agency Navigators™Inside the Build: AgencyCFO™ Intelligence Suite Dashboard 2.0
Watch this episode on YouTube: https://youtu.be/1aRUHPjYvDo This episode is a big one! We’re taking you behind the curtain on Dashboard 2.0! Roe, Don, and Adam…
Agency Navigators™AgencyCFO™ Goes Human Intelligence for the Holidays
Watch this episode on YouTube: https://youtu.be/rVNpCHMlk8M This special end-of-year episode of the Agency Navigators Podcast is a little different—in the best…
Agency Navigators™AgencyCFO™ + Alliance Insurance Services: Where Financial & Operational Excellence Come Together
Watch this episode on YouTube: https://youtu.be/-H68BYPMKJw In this Expertise Files episode, Don and Roe sit down with someone who has become far more than a…
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…
Agency Navigators™S4E18: Expertise Files: The Value of Industry Connections - How AgencyCFO™ and APP unite to serve!
Watch this episode on YouTube: https://youtu.be/t6RaQW_xY1s In this episode of Agency Navigators, Roe, Don, and Cayla team up with Kelly Donahue-Piro of Agency…
Agency Navigators™S4E17 Inertia: The Force Moving Your Agency Forward
Watch this episode on YouTube: https://youtu.be/tHk8vDmDJ0g Ever feel like your agency is stuck in neutral? In this episode of Agency Navigators, Roe, Don, and…
Agency Navigators™S4E16: Collaborative Insights: AgencyCFO™ + Lauren at Kite Technology
Watch this episode on YouTube: https://youtu.be/jjbj5rOgo7U In this episode of Agency Navigators, Roe and Don sit down with Lauren Roberts from Kite Technology…
Agency Navigators™A Special Re-Release: Unlocking the Advisor Mindset with Larry Linne
You don’t sell a lot of insurance without giving great advice. In our latest Expertise Files episode, Larry Linne breaks down what separates a producer from a…
- Agency Navigators™
S4E15: Financial Housekeeping - Strategies for Year End Success
Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pM Avoiding financial “surprises” in the new year starts before December. The AgencyCFO™ team breaks…
- Agency Navigators™
S4E14: The Power of an EA (Executive Assistant)
Watch this episode on YouTube: https://youtu.be/A5hkjuWfUyY What do we mean when we say, “We’ve got a Jamie for that”? It’s about having a teammate who just…
- Agency Navigators™
S4E13: Behind the Scenes - How We Successfully Rebooted the Agency Navigators Podcast
Watch this episode on YouTube: https://youtu.be/W8doZ-tpCSk Agency Navigators started as a COVID-era project that eventually lost momentum. With Adam Bushey…
Agency Navigators™S4E12: Expertise Files: Insights from Larry Linne
You don’t sell a lot of insurance without giving great advice. In our latest Expertise Files episode, Larry Linne breaks down what separates a producer from a…
- Agency Navigators™
S4E11: AI vs Human Intelligence: Balancing Technology and Human Touch in Insurance Agencies
Watch this episode on YouTube: https://youtu.be/GGAGltyUJgk AI is powerful—but it’s meant to enhance human intelligence, not replace it. We see too many…
Agency Navigators™S4E10: Expertise Files: Avoiding the Bad Producer Hire
Watch this episode on YouTube: https://youtu.be/-2xcslmmhX8 Where do you even start when hiring a new producer—and how do you justify the investment? There are…
- Agency Navigators™
S4E9: The Magic Ratio
Watch this episode on YouTube: https://youtu.be/bcbXEG-U_TE How healthy is your agency’s growth trajectory? Are you gaining ground—or losing it? The ACFO Magic…
- Agency Navigators™
S4E8: Industry Benchmarking: The Good, the Bad and the Ugly
Watch this episode on YouTube: https://youtu.be/h12wAl8B8gE The good, the bad, the ugly—and why your perspective on industry benchmarking matters. In this…
- Agency Navigators™
S4E7: Are Your Agency's Financials Sophisticated Enough?
Watch this episode on YouTube: https://youtu.be/Dg5fzZdPhhQ Is your agency outgrowing the startup mindset—but still running with startup-level financial…
- Agency Navigators™
S4E6: Don't Get Bored with the Core
Watch this episode on YouTube: https://youtu.be/dTLv2piKPtI Staying focused on the core of selling is key to long-term agency success. While the initial spark…
- Agency Navigators™
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…
- Agency Navigators™
S4E4: Cutting the Cord - When to Cut Ties with a Producer
Watch this episode on YouTube: https://youtu.be/Tt-uVbqgtOY In this episode, Roe, Don, and Cayla break down the tough decision many agencies face when a…
- Agency Navigators™
S4E3: The Real Magic is the Cadence
Watch this episode on YouTube: https://youtu.be/oo_0JbgjOL4 Don and Roe are joined by CFOs, Cayla Carrillo and Shawna Cook, for a collaborative explanation of…
Agency Navigators™S4E2: Agency Acquisitions
Watch this episode on YouTube: https://youtu.be/3hT0uM-4pZ0 This episode of the Agency Navigators podcast focuses on what Day 2 really looks like after…
- Agency Navigators™
S4E1: Managing the Most Valuable Asset
Watch this episode on YouTube: https://youtu.be/aqqRT5Dti3I Join us as we kick off Season 4 of the Agency Navigators podcast talking about every agency’smost…
Agency Navigators™S3E4 - Agency Influence With Austin Moorehead
Watch this episode on YouTube: https://youtu.be/aYjhEFptPjg On this episode of the Agency Navigators podcast, Roe and Don spotlight the power of ‘find a way to…
Agency Navigators™S3E3: Agency Experience With Mark Rodgers
Watch this episode on YouTube: https://www.youtube.com/watch?v=mK2Io5s-AHM Roe and Don traveled over the river, through the SNOW and just shy of 2,000 miles to…
- Agency Navigators™
S3E2: The Looming Change
Watch this episode on YouTube: https://www.youtube.com/watch?v=vyJO_sj5HXY In this episode of the Agency Navigators podcast, Roe and Don Polczynski discuss the…
- Agency Navigators™
S3E1: The OG Fractional CFO
Watch this episode on YouTube: https://youtu.be/7b4S1SNFM9A Surprise! We’re back with a special mini season of the Agency Navigators Podcast by AgencyCFO™! In…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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+…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…
- Agency Navigators™
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…