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About This Podcast
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.
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Recent Episodes
S5E6 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 misconceptions in our industry is that exit…
S5E5 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/zRNAV9c1YCsIn this special Expertise Files episode of the Agency Navigators…
S5E4 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 RevealedWhat if the real problem in your agency…
S5E1 The Soft Market: The Market Is Changing — What’s Your Game Plan?
Watch this episode on YouTube: https://youtu.be/crE-I0UDSG4The market is shifting faster than expected, and many agencies are already feeling pressure. In this episode, Roe and Don break down what a…
S5E2 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 walk through what’s really changed, and…
AgencyCFO™ Goes Human Intelligence for the Holidays
Watch this episode on YouTube: https://youtu.be/rVNpCHMlk8MThis special end-of-year episode of the Agency Navigators Podcast is a little different—in the best way. Instead of charts and spreadsheets,…
AgencyCFO™ + Alliance Insurance Services: Where Financial & Operational Excellence Come Together
Watch this episode on YouTube: https://youtu.be/-H68BYPMKJwIn this Expertise Files episode, Don and Roe sit down with someone who has become far more than a client over the years — Christopher Cook,…
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…
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 Performance Partners to explore the…
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 Cayla break down the concept of…
S4E16 S4E16: Collaborative Insights: AgencyCFO™ + Lauren at Kite Technology
Watch this episode on YouTube: https://youtu.be/jjbj5rOgo7UIn this episode of Agency Navigators, Roe and Don sit down with Lauren Roberts from Kite Technology Group to explore the critical…
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 true advisor—and why consulting your…
S4E15: Financial Housekeeping - Strategies for Year End Success
Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pMAvoiding financial “surprises” in the new year starts before December. The AgencyCFO™ team breaks down the critical steps you need to take…
S4E14: The Power of an EA (Executive Assistant)
Watch this episode on YouTube: https://youtu.be/A5hkjuWfUyYWhat do we mean when we say, “We’ve got a Jamie for that”? It’s about having a teammate who just gets it—someone who bridges the gaps,…
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 taking on the roll as the newly appointed…
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 true advisor—and why consulting your…
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 agencies get caught in the shiny object trap:…
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 plenty of tools to help (lots of routes…
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 Ratio answers both of these complex…
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 episode, Don, Roe, and Cayla break down the…
Frequently Asked Questions
Agency Navigators™ has published 50 episodes since April 2020, covering topics in Business, Management.
Agency Navigators™ is currently highly active with new episodes every 2 weeks. Average episode length is 17m.
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