Shows
Agency Navigators™S4E10 Expertise Files: Avoiding the Bad Producer HireWatch 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 a...2025-07-1620 minAgency Navigators™S4E9: The Magic RatioWatch 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 #InsurancePodcastLike what y...2025-07-0912 minAgency Navigators™S4E8: Industry Benchmarking: The Good, the Bad and the UglyWatch 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...2025-06-2514 minAgency Navigators™S4E7: Are Your Agency's Financials Sophisticated Enough?Watch this episode on YouTube: https://youtu.be/Dg5fzZdPhhQIs 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 growsHow departmental reporting reveals real performance by teamWhy this shift is crucial for compliance, profitability, compensation strategy, and smarter deci...2025-06-1120 minAgency Navigators™S4E6: Don't Get Bored with the CoreWatch this episode on YouTube: https://youtu.be/dTLv2piKPtIStaying 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, n...2025-05-2816 minAgency Navigators™S4E5: The Gravitational Pull of the Agency OwnerWatch 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...2025-05-1410 minAgency Navigators™S4E4: Cutting the Cord - When to Cut Ties with a ProducerWatch this episode on YouTube: https://youtu.be/Tt-uVbqgtOYIn 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!Tu...2025-04-3026 minAgency Navigators™S4E3: The Real Magic is the CadenceWatch this episode on YouTube: https://youtu.be/oo_0JbgjOL4Don 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 w...2025-04-0921 min
Agency Navigators™S4E2: Agency AcquisitionsWatch this episode on YouTube: https://youtu.be/3hT0uM-4pZ0This 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 t...2025-03-2630 minAgency Navigators™S4E1: Managing the Most Valuable AssetWatch this episode on YouTube: https://youtu.be/aqqRT5Dti3IJoin 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 the...2025-03-1220 min
Agency Navigators™S3E4 - Agency Influence With Austin MooreheadWatch this episode on YouTube: https://youtu.be/aYjhEFptPjgOn 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 disci...2025-01-2917 min
Agency Navigators™S3E3: Agency Experience With Mark RodgersWatch this episode on YouTube: https://www.youtube.com/watch?v=mK2Io5s-AHMRoe 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...2025-01-2422 min