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.

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

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

Sam Crudo, CRM, CIC, CEO at CIA Insurance

Leadership training has helped me both personally and professionally
I have been fortunate to receive both group setting management training as well as individualized coaching sessions with Roe. Her leadership training has helped me both personally and professionally. I have truly taken away many benefits, such as a deeper sense of self-awareness and examples of effective leadership styles

Julie Byrne, Central Association for the Blind and Visually Impaired (CABVI)

A tremendous asset
I own a cleaning service and Roe has been a tremendous help. As the owner I have many responsibilities and became in need of someone to see the picture from the outside looking in. She has been a tremendous asset in our new hiring process, getting our office in order and helping me to stay Continue Reading

Amy DeVries, Emily’s Cleaning, LLC.

Perspective that goes well beyond numbers
I have worked closely with Don for the past 13 years and am thrilled to see him create The Agency CFO program. We will be using the program ourselves—giving us the best of both worlds as we will continue to benefit from Don’s guidance and oversight and at the same time free up resources to Continue Reading

Larry Gilroy, President of Gilroy Kernan & Gilroy

Inspires me to excel
Seldom do I cross paths with someone who inspires me to excel. As a highly motivated professional, I felt that an area of my life, the not for profit sector, was an area that needed substantial growth, expertise, direction and a vehicle to move us forward. We found that path with Roe Polczynski and RD Continue Reading

Mark C. Montgomery Ph.D., Founding Board Member: Joseph’s Experience Inc.

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!