In this episode of Power Women In Insurance, to close out our financial series, we talk to Chris Paradiso, Carey Wallace, and Aaron Stocks with Agency Point. Agency Point is a full-service financial service for agency owners for commissions reconciliation, bookkeeping, and other important services that help your agency run like a well-oiled machine.
Key Topics:
The significance of understanding and managing financials in the insurance industry
The journey of agency owners from initial struggles to achieving financial clarity
Insights into the importance of commission reconciliation and its impact on agency operations
Strategies for agency owners to overcome common financial hurdles
The role of external financial services in enhancing agency financial health
Real-life examples of how accurate financial management can lead to agency growth and stability
The importance of preparing agencies for future transitions, including acquisitions and perpetuation planning
Connect with:
Chris Paradiso
Carey Wallace
Aaron Stocks
Teresa Kitchens
Visit Websites:
Agency Point
Paradiso Insurance
AgencyFocus
PFS Global
Sterling Insurance Group
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