The Agency Custom Financial Officer
Virtual • Fractional • Scalable • Customizable
We Help You Find the Money Lying on the Floor of your Agency
WE’RE INSIDERS WITH AN OUTSIDE POINT OF VIEW
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!
AN AGENCY CUSTOM FINANCIAL OFFICER IS:
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!
WORK WITH US
ESSENTIAL PACKAGE INCLUDES:
- 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
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!