Agency Navigators™
By AgencyCFO™
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Category: Management
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Episodes: 50
Description
Welcome to the Agency Navigators Podcast! Hosted by AgencyCFO™. With best practices as our guide, our team integrates financial, organizational and growth excellence within independent insurance agencies across the United States. We have one mission: navigate independent insurance agencies to higher GROWTH, PROFIT, AND VALUE. Tune in for guidance on navigating your agency forward.
| Episode | Date |
|---|---|
|
The Value Drivers Series - Introduction to Value Drivers and Know Your Number Tool
|
Jun 10, 2026 |
|
Expertise Files: Introducing Our Newest Fractional CFO: Lindsey Spence
|
May 22, 2026 |
|
The AgencyCFO® Client Survival Metric™: Your Client Retention Secrets Revealed
|
Apr 30, 2026 |
|
The Soft Market: The Market Is Changing — What’s Your Game Plan?
|
Apr 15, 2026 |
|
Inside the Build: AgencyCFO™ Intelligence Suite Dashboard 2.0
|
Apr 01, 2026 |
|
AgencyCFO™ Goes Human Intelligence for the Holidays
|
Dec 17, 2025 |
|
AgencyCFO™ + Alliance Insurance Services: Where Financial & Operational Excellence Come Together
|
Dec 03, 2025 |
|
S4E17: Value Creation & Measurement - Keeping Score
|
Nov 05, 2025 |
|
S4E18: Expertise Files: The Value of Industry Connections - How AgencyCFO™ and APP unite to serve!
|
Oct 30, 2025 |
|
S4E17 Inertia: The Force Moving Your Agency Forward
|
Oct 15, 2025 |
|
S4E16: Collaborative Insights: AgencyCFO™ + Lauren at Kite Technology
|
Oct 01, 2025 |
|
A Special Re-Release: Unlocking the Advisor Mindset with Larry Linne
|
Sep 24, 2025 |
|
S4E15: Financial Housekeeping - Strategies for Year End Success
|
Sep 17, 2025 |
|
S4E14: The Power of an EA (Executive Assistant)
|
Sep 10, 2025 |
|
S4E13: Behind the Scenes - How We Successfully Rebooted the Agency Navigators Podcast
|
Aug 20, 2025 |
|
S4E12: Expertise Files: Insights from Larry Linne
|
Aug 06, 2025 |
|
S4E11: AI vs Human Intelligence: Balancing Technology and Human Touch in Insurance Agencies
|
Jul 23, 2025 |
|
S4E10: Expertise Files: Avoiding the Bad Producer Hire
|
Jul 16, 2025 |
|
S4E9: The Magic Ratio
|
Jul 09, 2025 |
|
S4E8: Industry Benchmarking: The Good, the Bad and the Ugly
|
Jun 25, 2025 |
|
S4E7: Are Your Agency's Financials Sophisticated Enough?
|
Jun 11, 2025 |
|
S4E6: Don't Get Bored with the Core
|
May 28, 2025 |
|
S4E5: The Gravitational Pull of the Agency Owner
|
May 14, 2025 |
|
S4E4: Cutting the Cord - When to Cut Ties with a Producer
|
Apr 30, 2025 |
|
S4E3: The Real Magic is the Cadence
|
Apr 09, 2025 |
|
S4E2: Agency Acquisitions
|
Mar 26, 2025 |
|
S4E1: Managing the Most Valuable Asset
|
Mar 12, 2025 |
|
S3E4 - Agency Influence With Austin Moorehead
|
Jan 29, 2025 |
|
S3E3: Agency Experience With Mark Rodgers
|
Jan 24, 2025 |
|
S3E2: The Looming Change
|
Jan 15, 2025 |
|
S3E1: The OG Fractional CFO
|
Jan 10, 2025 |
|
S2E4: Bringing Out the Best in Your Agency
|
Oct 15, 2021 |
|
S2E3: Ensuring the Success of Young Insurance Talent
|
Oct 05, 2021 |
|
S2E2: Your Burnout is Hurting Your Team
|
Sep 16, 2021 |
|
S2E1: Keep Your Eye on the RESULTS
|
Sep 16, 2021 |
|
Welcome to Season 2!
|
Sep 15, 2021 |
|
14: Three ACTIONABLE Growth Tips for 2021
|
Jan 19, 2021 |
|
13: The Growth Predictor | Sales Velocity
|
Dec 29, 2020 |
|
12: Agency Owners, Are You Getting Paid Enough?
|
Nov 17, 2020 |
|
11: The Lead Domino
|
Oct 15, 2020 |
|
10: Your Agency is Not a Bank, Separate Your Finances
|
Sep 02, 2020 |
|
9: The Foundation vs. The Silver Bullet
|
Aug 06, 2020 |
|
8: Scale for the Agency You Want, Not the Agency You Have
|
Jul 02, 2020 |
|
7: PPP Flexibility Act (NEW Legislation Update)
|
Jun 11, 2020 |
|
6: Falling into a Career in Insurance
|
Jun 05, 2020 |
|
5: An Attitude of Gratitude
|
May 08, 2020 |
|
4: Capture the Opportunity During COVID-19
|
Apr 30, 2020 |
|
3: Maximize Your PPP Loan Forgiveness
|
Apr 23, 2020 |
|
2: HOW & WHY Agencies Should Conserve Cash During COVID-19
|
Apr 09, 2020 |
|
1: The Financial Impacts of COVID-19 for Insurance Agencies
|
Apr 02, 2020 |