Power Producers Podcast

Relationships are More than Rows and Columns with Agency CFO

Listen Later

In this episode of The Power Producers Podcast, David Carothers sits down with Roe Polczynski, Don Polczynski, and Cayla Carrillo of The AgencyCFO™. They discuss effective financial practices for insurance agencies, and strategies for better financial management and growth, valuable for anyone at the helm of an insurance agency.


Key Topics:

  • The evolution and rebranding of The AgencyCFO™ from its original business name, RD Advisory Group.
  • The ideal client profile for The AgencyCFO™: Agencies with a revenue range of 2 to 15 million dollars.
  • The importance of having strategic financial support for growth-oriented agencies.
  • The role of The AgencyCFO™ in assisting agencies with acquisitions, including pre and post-acquisition financial management.
  • Addressing common challenges and concerns of agency owners regarding financial management and growth strategies.
  • The significance of organic growth and its impact on agency valuation.
  • The innovative "Executive Academy" program, designed to help smaller agencies grow effectively.


    • Connect with:

    • Roe Polczynski LinkedIn
    • Don Polczynski LinkedIn
    • Cayla Carrillo LinkedIn
    • David Carothers LinkedIn
    • Kyle Houck LinkedIn


      • Visit Websites:

      • The AgencyCFO™
      • Florida Risk Partners
      • The Extra 2 Minutes
        • ...more
        View all episodesView all episodes
        Download on the App Store
        Power Producers PodcastBy David Carothers
        • 4.9
        • 4.9
        • 4.9
        • 4.9
        • 4.9

        4.9

        116 ratings

        More shows like Power Producers Podcast

        View all
        Planet Money by NPR

        Planet Money

        30,609 Listeners

        Agency Intelligence: The Insurance Podcast Network by Agency Intelligence

        Agency Intelligence: The Insurance Podcast Network

        50 Listeners

        Ramsey Everyday Millionaires by Ramsey Network

        Ramsey Everyday Millionaires

        3,680 Listeners

        The Daily by The New York Times

        The Daily

        113,121 Listeners

        Up First from NPR by NPR

        Up First from NPR

        56,944 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,471 Listeners

        32 Thoughts: The Podcast by Sportsnet

        32 Thoughts: The Podcast

        1,956 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        207 Listeners

        The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

        The Insurance Dudes©

        172 Listeners

        Accelerate Your Insurance Sales Podcast by Andy Neary

        Accelerate Your Insurance Sales Podcast

        46 Listeners

        The Max Revenue Show by Max Revenue

        The Max Revenue Show

        20 Listeners