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 may fade, consistent sales efforts fuel your growth, stability, and long-term impact. As Don says, “Go sell some… stuff!”—because value is built through selling, not slashing expenses.

A strong sales culture never goes out of style: write business, earn revenue, and keep it. Stay focused on what you're selling, who you're selling it with, and when that revenue hits—because it’s revenue, not premiums, that sustain your agency.

And don’t forget: the voices you listen to shape your future. Make sure they’re actually cheering for your success.

🎧 Listen now and discover how staying rooted in sales-first leadership drives real, lasting growth—far beyond just managing.

#agencycfo #agencynavigators #podcast #insurance #LeadershipMatters #HumanFirst #AgencyLife

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LinkedIn: https://www.linkedin.com/company/theagencycfo 
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YouTube: https://www.youtube.com/@AgencyCFOAgencyNavigators

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 often-unseen influence leaders have within their agencies. Through candid insights and real-world experiences, they explore how self-awareness, intentional communication, and a human-centered approach can shape culture, inspire teams, and drive growth—reminding agency owners that their presence sets the tone more than any playbook ever could.

🎧 Listen now and learn how true leaders inspire, collaborate, and grow beyond management.

#agencycfo #agencynavigators #podcast #insurance #LeadershipMatters #HumanFirst #AgencyLife

Like what you're hearing?
Connect with us!
Meet us: https://www.agencycfo.com
LinkedIn: https://www.linkedin.com/company/theagencycfo 
Facebook: https://www.facebook.com/AgencyCFO
YouTube: https://www.youtube.com/@AgencyCFOAgencyNavigators

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 producer isn't the right fit. They explore the challenges through three key lenses:

🔹 Tactical – What happens to client relationships and accounts?
🔹 Emotional – Even when the numbers say "go," our hearts often say "stay."
🔹 Organizational – As Don puts it: “An underperforming producer serves no one        well.”

The real cost of keeping the wrong fit? It’s more than just dollars!

Tune in for an honest convo about when (and how) to make the hard call—for the health of your agency and your team.

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 the “1-2 Cadence” in this episode of the Agency Navigators podcast. See it as a “two is better than one” or a “good cop, bad cop” scenario as Cayla jokes – either way, it just makes sense!

We have tactical, strategic, and organizational passion sure, but we realized early on that we also have a passion for process. As CFOs we want to talk numbers with our clients, but we also want to be a resource for future planning. Early on, we started to ask ourselves “how do we use strategy to improve our performance?” And thus, the 1-2 Cadence was born. 

Our partner agencies often tell us that we provide accountability they didn’t know they needed, and our “1-2 Cadence” does just that.

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 acquiring an agency. Roe and Don are joined by Chip and Ted Gibson, the CEO and President, of Deland Gibson Insurance. As the agency who has been with AgencyCFO™ the longest, there’s so much that has been learned together along the way!

Chip and Ted have been integral to Deland Gibson’s seven acquisitions completed over the last four years. Success in the process has come with time and experience; after countless hours of research, process development, and even a few misses early on they have refined their process. The human element of success cannot be understated, and that is echoed by Chip and Ted’s reflections (and shoutout to AgencyCFO™!).

#AgencyNavigators #Podcast #Acquisitions #InsuranceIndustry #BusinessGrowth #AgencyCFO #SuccessStory

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 valuable asset, and the common misconceptions and mistakes made when managing it.

Intangible? Yes. Immensely Important? Also, yes. 

While we can appreciate agencies considering their employees to be their most valuable asset, it simply is not the case. 

When Don identified “Data Chaos” as a common theme and major barrier to Book of Business integrity, he and Roe knew they needed to add a data expert to the AgencyCFO team. Cue Adam Bushey, our Business Intelligence Analyst/Advisor! In his first year, Adam worked with Don, Roe and the rest of the team to maximize Book of Business success for our partner agencies.

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 say ‘yes!’’ 

As a fellow resource to independent insurance agencies, Austin Morehead of LAVA Automation also understands never-ending entrepreneurial needs and the loneliness that comes with agency ownership. 

Join Roe, Don, and Austin as they talk about their strengths, weaknesses, and the opportunities made possible with discipline (& a little tough love) from the AgencyCFO Team.

This episode concludes Season 3 of the Agency Navigators podcast. See you soon!

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 host Mark Rodgers of Trailstone Insurance on this episode of the Agency Navigators podcast!

Curious about the custom client experience at AgencyCFO? This episode highlights the day-to-day (and long-term) benefits of having a Custom Fractional CFO, the blind spots we highlight and eliminate, and the vast collaboration possibilities.

Catch this episode for a client perspective of who we are at AgencyCFO, what we do, and the value we can add to your agency!

Season 3 will conclude next week with a look at Industry Influence. Stay tuned!

Connect with us!

Meet us: www.agencycfo.com

LinkedIn: www.linkedin.com/company/theagencycfo 

Facebook: www.facebook.com/AgencyCFO

YouTube: www.youtube.com/@AgencyCFOAgencyNavigators 

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 current "hard market" and its historical impact on independent insurance agencies. While this hard market has boosted revenues and profitability for agencies, such conditions won’t last forever. When the market shifts to a softer state, many agencies may be caught off guard and experience a noticeable drop in their key financial metrics/data. The lack of insight from agency management systems and overall agency technology is adding an extra layer of difficulty to prepare for the looming changes.

As CFO’s, our job is to remove your blind spots and guide you through navigating the changes that lie ahead and make strategic, proactive decisions.

Listen to this episode to stay ahead of the curve and prepare your business for success in a rapidly evolving world!

Connect with us!
Meet with Us: www.agencycfo.com
LinkedIn: www.linkedin.com/company/theagencycfo
Facebook: www.facebook.com/AgencyCFO
YouTube: www.youtube.com/@AgencyCFOAgencyNavigators

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 this episode of Season 3, let’s start by taking a trip back in time to learn the backstory of the original “OG” Insurance Agency Fractional CFO. 

AgencyCFO™ officially launched in 2018, and the business that launched the program was founded in 2013 by married partners, Don and Roe Polczynski. 7 years later, we’re still working with agencies across the country and have no plans to slow down! 

We’re proud of the team we’ve built in the last 7 years, yet it was a decade of prior experiences that turned a concept into a program, a business, and now an industry-wide service.

Tune in to episode 1 to learn why a Fraction CFO is important to your agency and one of the most valuable services you can invest in. 

Next episode will drop early next week! Stay tuned for “The Looming Change”. 

Connect with us!
Meet with Us: www.agencycfo.com
LinkedIn: www.linkedin.com/company/theagencycfo
Facebook: www.facebook.com/AgencyCFO
YouTube: www.youtube.com/@AgencyCFOAgencyNavigators