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 future self may be the mindset shift you need. 

From the five levels of consulting to building momentum through goal-setting, this one’s packed with insight. 

Roe and Don also reflect on how Larry helped shape their careers—and the power of having someone challenge how you think, so you can do what you didn’t think was possible. 

🎧 Watch it now → https://youtu.be/FNqaJGO4aYk 

#AgencyNavigators #podcast #InsuranceLeadership #AgencyGrowth #ExpertiseFiles #InCitePartner #AgencyCFO 

Connect with us! 
Meet us: www.agencycfo.com 
Listen to the audio: https://agencynavigators.buzzsprout.com/ 
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Spotify: https://spoti.fi/4anuTaB

Watch this episode on YouTube: https://youtu.be/PjZzHHRY8pM

Avoiding financial “surprises” in the new year starts before December. 

The AgencyCFO™ team breaks down the critical steps you need to take now to protect your agency’s financial health in 2026. 

 Understand the importance of: 

• Staying ahead with mid-year CPA reviews 
• Keeping debt covenants and policy cancellations under control 
• Prepping for producer true-ups and compensation planning 
• Tidying up your books before the holidays hit 

If you’re ready to prepare for the new year, now is the time and we can help!  We have a few openings in the AgencyCFO Mastery Program™—reach out today. 

Like what you're hearing? Connect with us!
Meet us: https://www.agencycfo.com
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YouTube: https://www.youtube.com/@AgencyCFOAgencyNavigators

#AgencyCFO #AgencyNavigators #Podcast #FinancialHousekeeping #YearEndCleanUp

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 gets it—someone who bridges the gaps, lightens the load, and keeps everything moving forward. 

In this episode, Roe, Don, Adam, and Cayla celebrate Jamie’s journey from Executive Assistant to AgencyCFO™ Experience Coordinator and the lasting impact she’s made on the team. From streamlining operations to elevating client relationships, Jamie has become the glue that holds it all together. 

They also share why every agency leader should consider the game-changing impact of a strong executive assistant. Because when you have a “Jamie,” you’re not just saving time—you’re creating space to focus on what matters most. 

#ThePowerOfAnEA #Podcast #InsuranceAgencyPartner #AgencyNavigators #HireIntentionally #AgencyCFO 

Like what you're hearing? Connect with us!
Meet us: https://www.agencycfo.com
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YouTube: https://www.youtube.com/@AgencyCFOAgencyNavigators

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 Podcast Producer, Ryan Miller streamlining production, Ryan McGrogan elevating the visuals, and a renewed focus on intentional topics, the show has been brought back to life. 

The team shares how they simplified the process, raised quality with new tools, and focus on keeping conversations relevant to agency client partners and the insurance industry as a whole. The biggest lesson? A committed team, strong subject matter, and the right resources can transform a podcast into something sustainable—and fun. 

#agencycfo #agencynavigators #RustBeltStartup #McGroganDesign #podcast #InsurancePodcast #PodcastProduction 

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

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 future self may be the mindset shift you need. 

From the five levels of consulting to building momentum through goal-setting, this one’s packed with insight. 

Roe and Don also reflect on how Larry helped shape their careers—and the power of having someone challenge how you think, so you can do what you didn’t think was possible. 

🎧 Watch it now → https://youtu.be/FNqaJGO4aYk 

#AgencyNavigators #podcast #InsuranceLeadership #AgencyGrowth #ExpertiseFiles #InCitePartner #AgencyCFO 

Connect with us! 

Meet us: www.agencycfo.com 

Listen to the audio: https://agencynavigators.buzzsprout.com/ 

Apple: http://apple.co/3sAQGoZ 

Amazon: https://amzn.to/3nZGO4n 

Spotify: https://spoti.fi/4anuTaB 

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: pouring money into tech without first investing in the people using it. 

With limited resources, ask yourself: 
Are we technology-rich and human poor? 

Before chasing the next tool, take a step back. Would your agency benefit more from developing your team—or adding more software? The answer might reveal what’s really holding back your growth. 

#agencycfo #agencynavigators #podcast #InsuranceAgency #AgencyGrowth  #AgencyFinance #BusinessStrategy #InsurancePodcast #ai 

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

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 to Vegas, so to speak), but at the end of the day, a producer’s ability to prospect is what drives success. That’s where the SPQ Gold/FSA comes in—it helps identify reluctance before someone is in the role. 

Hire slowly. Be objective. 
Use intentional evaluation and don’t go it alone—bring in a second set of eyes, whether it’s a mentor or an industry partner, to help make the right hire. 

Currently, we have a few spots open in the AgencyCFO Mastery Program, don’t miss out on this opportunity to work with us full time. Contact us now. 

#InsuranceHiring #AgencyGrowth #ProducerRecruiting #SmartHiring #SPQGold #InsuranceProducers #AgencyLeadership #HireIntentionally #AgencyCFO 

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/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 questions using just two data points and one simple formula. 

More than just a metric, the Magic Ratio gives your entire agency a shared understanding of performance. And when everyone’s on the same page, you’re better equipped to navigate both market and human variables.

#agencycfo #agencynavigators #podcast #InsuranceAgency #AgencyGrowth  #AgencyFinance #BusinessStrategy #InsurancePodcast

Like what you're hearing? Connect with us!
Meet us: https://www.agencycfo.com
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YouTube: https://www.youtube.com/@AgencyCFOAgencyNavigators

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 real value of benchmarking in the insurance industry. Yes, it takes effort—but the insights can be transformative. 

Submitting your data is just the beginning. The real growth happens when you understand where you stand—and partner with experts to turn those insights into action. 

Why not learn from the best? Better yet—why not become one of the best? 

#agencycfo #agencynavigators #podcast #InsuranceAgency #AgencyGrowth #DepartmentalFinancials #AgencyFinance #BusinessStrategy #InsurancePodcast

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/Dg5fzZdPhhQ

Is your agency outgrowing the startup mindset—but still running with startup-level financial reporting?

In this episode of Agency Navigators, we introduce the Mid-Agency Mindset and break down one of the most important financial upgrades you can make as you scale: departmental financials.

We’ll cover:

• Why simplicity can become a liability as your agency grows
• How departmental reporting reveals real performance by team
• Why this shift is crucial for compliance, profitability, compensation strategy, and smarter decision-making

If you're hitting new growth milestones but still feel foggy on the numbers, this episode is your signal to level up. The earlier you gain this level of visibility, the smarter—and more confident—your growth decisions will be.

👉 Don’t forget to like, subscribe, and share if this episode helps you see your agency in a new light.

#agencycfo #agencynavigators #podcast #InsuranceAgency #AgencyGrowth #DepartmentalFinancials #AgencyFinance #BusinessStrategy #InsurancePodcast

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