The Agency Custom Financial Officer
Agency CFO
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:

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

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

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

Customizable
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
ADVANCED PACKAGE:
- Agency Accelerator Assessment
- On-Site Implementation (No Additional Cost)
- Additional Onsite Visits (Preferred Rate)
- Monthly Strategic Call
- Monthly Tactical Call
- Unlimited Phone and Email Access
- Monthly Data Pull
- Monthly Results Reporting Package
- Expert Results Analysis: “CFO Top 5”
- Income Statement (Best Practices Version)
- New Business Tracking
- Client Retention Tracking
- Cash Flow Monitor
- Financial Benchmarking
- Contingent Revenue Tracking
- Key Performance Indicators
- Executive Dashboard
- Multi-Year Projections
- Budget Development & Tracking
- Strategic Project Work
- Strategic Planning
- Organizational Development Components
- Career & Succession Planning
ESSENTIAL PACKAGE:
- Agency Accelerator Assessment
- On-Site Implementation (No Additional Cost)
- Additional Onsite Visits (Preferred Rate)
- Monthly Strategic Call
- Monthly Tactical Call
- Unlimited Phone and Email Access
- Monthly Data Pull
- Monthly Results Reporting Package
- Expert Results Analysis: “CFO Top 5”
- Income Statement (Best Practices Version)
- New Business Tracking
- Client Retention Tracking
- Cash Flow Monitor
- Financial Benchmarking
- Contingent Revenue Tracking
- Key Performance Indicators
- Executive Dashboard
- Multi-Year Projections
- Budget Development & Tracking
- Strategic Project Work
VELOCITY PACKAGE:
- Agency Accelerator Assessment
- Virtual Implementation (No Additional Cost)
- Monthly Tactical Call
- Phone and Email Access (Group Office Hours Only)
- Monthly Data Pull Template
- Monthly Results Reporting Package
- Expert Results Analysis: “CFO Top 5”
- Income Statement (Best Practices Version)
- New Business Tracking
- Client Retention Tracking
- Cash Flow Monitor
- Financial Benchmarking
- Contingent Revenue Tracking
- Key Performance Indicators (Summary Report Only)
- Budget Development Template

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!