It takes more than selling insurance to run a successful insurance agency. You need to know how to run a business and in particular build a strategic financial plan. Our friends at RD Advisory Group, who provide fractional CFO services to agencies around the country, have recently developed a much- needed financial fluency training program called The AgencyCFO.
Big I New York members with less than $750,000 in revenue and want to grow their agency are ideal candidates for this program. Agency principals will be provided with the tools, guidance and coaching to run a profitable agency. Plus, you will gain peace of mind getting the financial side of your business in shape!
The next cohort for this program begins April 14 and there are only 8 spots left. As a Big I New York member, you will receive Preferred Partner Pricing.
Click here to learn more about The AgencyCFO.
Lisa Lounsbury, CAE, AAI, AIS
President & CEOBig I New York