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!
CLICK HERE TO LEARN MORE ABOUT OUR AVAILABLE PACKAGES.
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!