Achieve Financial Fluency and Run a Profitable Agency with The AgencyCFO Training Program

​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…

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