We’re so glad you joined us for this session. Below you’ll find the full workbook, presentations, and every resource mentioned, plus a few extras to support your planning. No fluff. Just tools you can use. Everything is downloadable, printable, and shareable.
Powerpoint Presentation
Building the Team Your Agency Needs Next
Learn from your peers what's working in recruiting, hiring, training and retaining your top emoployees.
ViewPowerpoint Presentation
Key KPIs Every Agency Owner Should Know
Understanding your KPIs is crucial for financial success. This session covers the must-know metrics to track agency performance.
ViewPowerpoint Presentation
Positioning Yourself as a Buyer
Learn how to define your ideal acquisition, assess your agency’s strengths and risks, and build a marketing and financial plan to become a buyer of choice.
ViewPowerpoint Presentation
De-risking Your Agency
Explore the key risks that impact perpetuation, evaluate your agency’s health, and create a strategy to protect your agency’s value and ensure a smooth ownership transition.
ViewWe regularly share financial insights, tools, and real-world strategies from agency leaders across the country.
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Twice a month, we break down what’s happening in the financial world of independent agencies. No jargon. No fluff. Just practical tips, benchmarking insights, and examples from agencies like yours.
SubscribeTune In to Insurance Refocused
Hosted by Carey & Lindsay Wallace, this show features real conversations with agency leaders, financial experts, and innovators shaping the future of insurance. We talk M&A, valuation, hiring, culture, automation, and more, the stuff that actually matters when you're running a business.
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