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Podcast: Power Producers Podcast
Episode: Every Agency Needs an Agency CFO with the RD Advisory Team
Description: In this episode of The Power Producers Podcast, David Carothers is joined by Cayla Carrillo, Don Polczynski, and Roe Polczynski of RD Advisory Group to talk about how their AgencyCFO service provides financial, growth, and organizational expertise to independent insurance agencies of all sizes. Episode Highlights:
Roe, Don, and Kayla share their background and how they got into the financial industry. (2:47)
Roe explains the difference between a CFO and a CPA. (10:23)
Don shares five things every agency owner should understand about finances. (11:33)
Cayla explains that they always tell their clients that the finance f...