The Agency Custom Financial Officer

AgencyCFO™

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.

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!

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!