The #AgencyNavigators welcome their first guest: RD Advisory Group’s Growth Advisor, Cayla Carrillo.

Cayla is kicking the year off with THREE TIPS for GROWTH in 2021. Yes, three, easy ACTIONABLE tips. Growth is more than a statement or mindset, it requires action. 

We've got your back and are here to help you move in the right direction.

Questions? Want to hear more from Cayla?
Email: [email protected]
LinkedIn: linkedin.com/caylacarrillo

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Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.
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We’ve heard a common focus for insurance agencies in 2021, GROWTH.

Before setting growth targets, the #AgencyCFO recommends measuring your team’s SALES VELOCITY. This metric is one of the best predictors for future earned growth.

Ideally, your ORGANIC GROWTH.

In this episode: The Agency Navigators not only teach you how to calculate your sales velocity (%), but also how to use it for measuring your team’s current and future performance.

It is one, easy to calculate metric that can scale from agency to agency.

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Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.
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We’ve talked about why you should separate your personal and agency finances, but we’ve never talked about how much or exactly HOW to actually pay yourself. 

On this episode, the Agency Navigators discuss the magic formula on calculating the right compensation for owners based on agency size and  impacts to agency finances. Like most decisions, there are items to consider before moving into action.

There’s no “normal” to benchmark against, so let’s talk about one of the grayest areas of independent insurance agency management.

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Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

As a kid, did you ever line up your dominoes and let them fall? 

Ironically, as adults we can actually BENEFIT from playing with dominoes the same way as we did as children. 

On this episode, the Agency Navigators share insight on the book “The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results” by Gary Keller and Jay Papasan. The trick is to treat our strategic projects, big tasks, etc. as dominoes. 

In a world where we glorify multitasking, it may be time to prioritize and focus on simply…. ONE THING! 

So, what’s your lead domino?

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Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic?

As the agency owner, it’s your responsibility to promote sound business decision making and running the agency as cleanly as possible – just as you expect your team to. 

Not separating the personal and agency finances could: 

• impact the valuation of your agency
• demoralize team members
• lead to IRS implications (& brand damage!)

…and these are only some of the reasons why clarity and complete separation are important. Listen in for tips on HOW to shift to complete separation.

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Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

🗣 CALLING ALL AGENCY OWNERS WITH SHINY OBJECT SYNDROME!

Do you sometimes change for the sake of change? Do you come back from conferences excited, with 20+ ideas ready to share and implement with your team? Are you always looking for the next silver bullet to solve your agency’s problems?

If you answered yes to any of these questions, this message is for you!

In this episode, #AgencyNavigators share key financial and organizational fundamentals that any agency can tackle, RIGHT NOW. Just because you can’t travel to conferences for ideas doesn’t mean you can’t work inside your four walls and on your agency's foundation.

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Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

Is your agency under 2.5 million in revenue AND in growth mode? If so, have you asked yourself the 2.5 million-dollar question: “Does my agency scale AND how FAR does it scale to?”

Most often the #AgencyNavigators hear agency owners say, “What got me here will get me where I want to go." Although they’ve grown the agency, 10%+ of growth year after year is not possible without changing to a Mid-Agency Mindset. 

As the #AgencyCFO says, the biggest difference in agency size is actually NOT the expense structure, but rather where revenue is derived.

Growth doesn’t mean more policies; it means purposeful change that scales your agency forward. So, is it time to change your mindset?

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LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

Yes, *ANOTHER* PPP update. Another month, another set of changes! This month brings modifications to the original PPP legislation. 

We’re here this week to bring you clarity (as much as we can anyways) on the legislation changes.

As always, this is subject to change due to the Small Business Administration (SBA) still reworking the forgiveness details. 

Stay tuned in the coming weeks for more updates.

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Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

If you work in the insurance industry, do you remember how or why you started?

Very few people intend on having a career in insurance yet most "fall" into it and realize it's not so bad, so they never leave.

In the spirit of graduation, #TheAgencyNavigators challenge listeners to SHARE THE MESSAGE! Educate recent graduates on the career opportunities available and the "benefits" of the industry (no pun intended). You never know, a recent grad may be your newest hire!

If you are struggling with your hiring & talent pool - take a leap of faith on recent graduates. They may have limited job offers and be ready to work, learn and develop. They bring new energy and can build experience through internships. Plus, they are probably tech savvy!

For those who have graduated recently, congratulations! Have you thought about a career in insurance?

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.

On this episode, #TheAgencyNavigators cover the power of Gratitude.

It’s easy to focus on the negative, but what’s the POSITIVE of working in the insurance industry?

We may be at different isolation stages, but we all have the opportunity to offer our clients peace of mind, confidence and stability in the worst of times. 

It’s our choice to be grateful for what we have and what we can offer or, we can give in to the tides of negativity.

Connect with us!
LinkedIn: linkedin.com/company/rdadvisorygroup
Facebook: facebook.com/rdadvisorygroup
Twitter: twitter.com/roeanddon
Youtube: RD Advisory Group - Roe and Don Polczynski, Jr.