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The Agency Profit Playbook: Aligning Finances with Future Goals

The Agency Profit Playbook: Aligning Finances with Future Goals

Released Wednesday, 13th March 2024
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The Agency Profit Playbook: Aligning Finances with Future Goals

The Agency Profit Playbook: Aligning Finances with Future Goals

The Agency Profit Playbook: Aligning Finances with Future Goals

The Agency Profit Playbook: Aligning Finances with Future Goals

Wednesday, 13th March 2024
Good episode? Give it some love!
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In this episode of Power Women In Insurance, Teresa Kitchens is joined by Colby Allen, Consultant and Financial Analyst at AgencyFocus. Teresa and Colby discuss what is profit and how to use it to get you where you want to go in your business. 

Key Topics:

The role and impact of financial consulting for independent insurance agencies

Understanding and defining profit for your agency

The importance of aligning personal values with business financial decisions

Strategies for budgeting and financial planning to achieve your goals

Differentiating between core and non-core income for a more accurate financial picture

The significance of intentional decision-making in business growth and sustainability

Personal reflections on the emotional aspects of discussing and managing business finances

Connect with:

Colby Allen

Teresa Kitchens

Visit Websites:

AgencyFocus

Sterling Insurance Group

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