#COVID-19: Measuring the Financial Impacts of COVID-19 for Independent Insurance Agencies

Likely the hot question on every agency owner’s mind is “How is the COVID-19 pandemic going to impact my agency financially?” As your Agency CFO my insights and experience will help provide the answers. If you notice, the word “answers” was plural. That’s because there is no single simple answer as to what the impact… Continue Reading

#COVID-19: Focusing on Your Annual Plan & Budget (tool included)

WHY Let’s start with the fundamentals – your goals and finances! With business potentially coming to a halt, you may need to adjust your annual plan and budget for reduced revenue (sales) and increased expenses. At RD Advisory Group we begin every client implementation by formalizing a budget. Because without a starting point, how can… Continue Reading