The Agency Navigators | RD Advisory Group
The Agency Navigators | RD Advisory Group
RD Advisory Group
Welcome to the Agency Navigators Podcast with Roe and Don Polczynski! Roe and Don are leadership experts, authors of the book "Changing Your Equation" and partners at RD Advisory Group. Yes, they're also married! With best practices as our guide, our team integrates financial, organizational and growth excellence within agencies across the United States. We have one mission: steer agencies to higher growth, profit and value. Tune in for ideas on navigating your agency forward.
9: The Foundation vs. The Silver Bullet
đź—Ł 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...
Aug 6, 2020
10 min
8: Scale for the Agency You Want, Not the Agency You Have
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...
Jul 2, 2020
16 min
7: PPP Flexibility Act (NEW Legislation Update)
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...
Jun 11, 2020
12 min
6: Falling into a Career in Insurance
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,...
Jun 5, 2020
13 min
5: An Attitude of Gratitude
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...
May 8, 2020
10 min
4: Capture the Opportunity During COVID-19
There’s no going backwards after social distancing ends. Life has changed and we’ve had to adapt in our own ways. Yet, think about what actually kept us connected during these uncertain times. The real question is: how do we create a better, new normal...
Apr 30, 2020
21 min
3: Maximize Your PPP Loan Forgiveness
If you were one of the lucky agencies to receive money through a PPP loan, it’s time to think about how you’re going to spend the money.Your loan amount is in the bank….. now what? First, start with the most important question: Do you want to give any...
Apr 23, 2020
19 min
2: HOW & WHY Agencies Should Conserve Cash During COVID-19
On today's episode we explain the difference of having cash in the bank and truly having USABLE, working capital. During this pandemic agencies should know their net cash position and build a reserve based on the agency's working capital. We've also...
Apr 9, 2020
20 min
1: The Financial Impacts of COVID-19 for Insurance Agencies
On today's episode we answer the hot question on every agency owner’s mind, “How is the COVID-19 pandemic going to impact my agency financially?”Don, the #AgencyCFO  shares his insights and experience to help provide the answers. For questions and the...
Apr 2, 2020
22 min