The Agency Custom Financial Officer

Agency CFO

Virtual • Fractional • Scalable • Customizable

We Help You Find the Money Lying on the Floor of your Agency


For far too many, “CFO” evokes images of beans, historians, and meaningless or potentially erroneous numbers. Is “Growth” the first thing that comes to mind when thinking about a CFO?  It should be; and with RD Advisory Group’s Custom Financial Officer program, it will be. Gone are the traditional silos of sales, operations, finance. Today your financial officer must not only be an expert in finances, but also have deep knowledge of operations, sales, and your value proposition. Wish you had a CFO like that at your agency? Sure you do. And now you can like never before with the Custom Financial Officer Program – Virtual, Fractional, Scalable, Customizable. Break with tradition. There’s far too much “Money Lying on the Floor of your Agency” not to.

Join us at Agency Nation Elevate 2019 – March 24-26 in New Orleans!

Stop by our booth, and enter to win a $500 Amazon Gift Card!   Take a FREE quiz that will help you identify where you are leaving money lying on the floor of your Agency.  There might be a Corn Hole game involved – but you’ll just have to come and see for your self!

To learn more about Elevate – Check it out here.

PS – Don’t forget to Check out our Podcast with Joey Giangola from Agency Nation!  CLICK HERE TO LISTEN


Expertise. Agency Expertise. Focused Agency Expertise. That’s what insurance agencies need from their financial experts. That’s what we uniquely offer.

RD Advisory Group’s Agency CFO is an insurance agency focused solution. Our unique experience gives us the inside knowledge to serve your needs with the added benefit of an outside perspective.

We can see the money on the floor most others miss!




RD Advisory Group embraces current technology so that you don’t need to have a CFO onsite anymore!



Just utilize the amount of CFO support you need – whether 10% or 40%, it’s always just the right amount.



As your agency moves forward, your Agency Custom Financial Officer moves with you.



Different agencies have different needs – let us customize a solution for you!

Long-term or project basis, we’ll customize a solution for you!




  • Monthly results reporting package
    • Executive Dashboard
    • Financials – Income statement
    • Key Performance Indicators
    • New business production
    • Client retention tracking
    • Cash flow monitor
    • Financial benchmarks
    • Expert analysis of overall results
  • Agency Accelerator assessment
  • Budget development and tracking
  • Multi-year projections
  • Contingent revenue tracking and management
  • Bi-weekly review of results and opportunities


  • Annual plan development
  • Client Experience evaluations
  • Compensation modeling
  • Employee engagement assessment
  • Employee development
    • Training and workshops
    • Certificate programs and mastermind groups
    • Changing Your Equation personal leadership series
    • Executive, team, and individual coaching / mentoring
  • Key Performance Indicator development / tracking
  • Multi-year strategic plan development
  • Operational Benchmarking
  • Performance management / team development systems
  • Producer plan development
  • Sales pipeline management systems and reporting

We are quickly moving to identify opportunities

Hiring Don as CIA’s Virtual CFO has proven to be a great solution in filling the gap between my bookkeeper and CPA. He has brought his deep agency experience and insight to the benefit of CIA. Don has taken our numbers and extracted the key points of information that I need each month. I feel Continue Reading

CEO at CIA Insurance


speaking engagements available

Roe and Don are dynamic, experienced speakers and offer fresh perspectives in their presentations! Please contact them to learn more and check availability for your keynotes and luncheon speeches, in-house seminars and breakout sessions at conferences. To see them in action, visit their YouTube page!