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
        The Ben Shapiro Show by The Daily Wire

        The Ben Shapiro Show

        153,783 Listeners

        Agency Nation Radio by Agency Nation - Insurance Marketing and Technology Strategists

        Agency Nation Radio

        48 Listeners

        THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

        THE ED MYLETT SHOW

        13,993 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,461 Listeners

        Unstoppable Profit Podcast Hosted by Mike Stromsoe by Mike Stromsoe

        Unstoppable Profit Podcast Hosted by Mike Stromsoe

        12 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        202 Listeners

        The Ridiculously Amazing Insurance Podcast by Agency Performance Partners

        The Ridiculously Amazing Insurance Podcast

        19 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        10,026 Listeners

        Insurance Town by Heath Shearon

        Insurance Town

        53 Listeners

        The Tucker Carlson Show by Tucker Carlson Network

        The Tucker Carlson Show

        16,875 Listeners

        The Max Revenue Show by Max Revenue

        The Max Revenue Show

        17 Listeners

        Business Refocused by Lindsay Sexton & Carey Wallace

        Business Refocused

        47 Listeners

        The Scratch Agency Podcast by The Scratch Agency Podcast

        The Scratch Agency Podcast

        21 Listeners

        The Insurance Perspectives Podcast by HawkSoft

        The Insurance Perspectives Podcast

        3 Listeners

        The Jefferson Fisher Podcast by Civility Media

        The Jefferson Fisher Podcast

        8,418 Listeners