Agency CFO

Thank you The Power Producers Podcast for the fantastic swag!! We are so grateful to be a part of your efforts to help independent insurance agencies!

The Holiday Season is our favorite time of year at AgencyCFO! No, it's not because it's budget season - it's gifting season! 🎁

We're fortunate to have the best gift-giver, Roe, on our team! Every year she sources amazing goodies local to our home base, Upstate NY.

Thank you to Cafe CaNole, Peter's Cornucopia, North Star Orchards and Seneca Wine and Liquor for your help this year!

As for our clients and industry partners, don't forget to check your mail this week 👀📦

Exciting news from the Agency CFO team!!!

We are so excited, and proud, to announce the promotion of Cayla Carrillo to a full Agency Custom Financial Officer!

Cayla has been instrumental in serving our clients and we are so thrilled to recognize her expertise with this expanded role. Please help us to congratulate her!

Roe and Cayla had a blast in Chicago with Insurance Agency Owners Alliance!

Thank you to the team at Agency Performance Partners for letting us join your fun at dinner to celebrate our clients🤩 Kelly Stephen Bobbie Lynn

As for our AgencyCFO clients and partners, we love spending quality time with you! Thank you for making our conference experience so special!

🎉 See you soon in Las Vegas for by Applied Systems

IAOA Innovation23 is here and we’re excited to see you at Booth H1! Far right corner from the entrance.

Stop by and say hello to Roe and Cayla 👋

They’ve got some fun giveaways and can tell you why you need AgencyCFO as a part of your team!

Congrats to our very own, Cayla Carrillo as she was named a 2023 Rising Star by Insurance Business America!

Chosen by a panel of industry peers, they've determined the best insurance professionals under 35 in the USA.

Although we've always known she's exceptional - we're proud to celebrate this wonderful achievement with her.

Please help us in congratulating Cayla!

Read her profile here:

IBA Rising Stars 2023 - Cayla Carrillo Celebrating the 2023 Rising Stars – young insurance professionals who are shaping the future of the industry and blazing a path for others to follow

It’s an exciting day here at RD Advisory Group!

We have a new Custom Financial Officer that started today. She is a bright, talented addition to our AgencyCFO™ Team.

Please help us welcome, Sejal Simson, CPA 😊

Stay tuned to see the awesome things she will be up to in the coming months!

There’s only one way to celebrate Pi Day when you’re a CFO… with your favorite Pie! 🥧

Happy Pi Day from your favorite math lovers!

Happy Holidays and Happy New Year from all of us at RD Advisory - AgencyCFO 🤍

As you're "wrapping" up Holiday gifts this year - don't forget the organizations that could use a gift as well. The team at RD Advisory were given the opportunity this year to personally select organizations that are close to their heart (local AND national).

We challenge everyone in the AgencyCFO network to make their own impact through end-of-year giving.

2022 was an amazing year and this is our way to show our gratitude 💝

Thank you to our friends at Glenn S. Caldwell Insurance Services, Inc. for thinking of us this Holiday season! Client partners like you make our lives better.

We can't promise Don will drink his Diet Pepsi any slower but thanks to his new coozie, at least it will stay cold for a little while 😄

Can you guess which AgenyCFO team members went straight for the neon pink and sparkly versions?

Our insurance partners are across the country yet our favorite gift to give is local.

Since the beginning of the AgencyCFO program Cafe CaNole in New Hartford, NY has helped us make the Holidays extra special for our clients and partners with Italian based treats.

We get to share a little piece of home and support our local community.

It’s the best of both worlds! 🎁

Capitol Benefits, LLC never disappoints with their Holiday gifts 🎁

Thank you for always thinking of our team!

We are so lucky to have the best clients.

AGENCY OWNERS UNDER ONE MILLION IN ANNUAL REVENUE, are you financially ready for 2023?

If strategic financial clarity has been on your mind, we have the resource to help.

Starting December 2022 we’ll be kicking off another cohort of the AgencyCFO™ Financial Fluency Course.

THERE ARE ONLY 10 SEATS AVAILABLE!

Appy today at: www.agencycfo.com/acfoexecacademy

Growing an agency can be difficult, why go it alone?

Your future self will thank you 👏

and in Music City was nothing short of amazing 🤠

At AgencyCFO our mission is to be an extension of your team... and there’s nothing better than spending time with your team, in person!

Huge thank you to our clients, partners and friends for making it a week to remember.

We can’t wait to see you all again in Vegas and Chicago next year!

Thank you Big I New York for helping us share the word!

We are launching the second cohort of our Financial Fluency course through the AgencyCFO Executive Academy.

If you’re an agency owner with less than $750,000 in revenue and need help with growth – this program is for you!

Learn more here: https://bit.ly/3IRvguG
Register here: https://www.agencycfo.com/acfoexecacademy

www.biginy.org

Thank you Trimble Insurance Agency, Inc. for the awesome Christmas surprise!

Even CEO Pixie & CFO Catsby got to join in on the fun 😊

Thank you Capitol Benefits, LLC for the yummy Christmas treats! 🎄✨

The RD Team is super grateful to partner with you - what a fantastic way to start the week!

It’s Christmas cookie day!!!! Thanks to Cafe CaNole for helping us share a piece of Utica with our AgencyCFO clients across the country! ❤️

To our beloved AgencyCFO clients, be on the lookout for your tray! 😉

We’re excited to announce that Cayla Carrillo has been promoted from Growth Advisor to an official AgencyCFO™ Advisor!

In this new role, she’ll be focusing heavily on strategic, financial guidance and maximizing her knowledge of independent insurance agency financials.

In her time with RD Advisory and the AgencyCFO™ Program she has quickly expanded her unique abilities from growth to the large agency financial picture.

Please help us congratulate Cayla on her new role!

We sure are lucky to have her on our team!

If you are at Innovation21, come say hello to the AgencyCFO team!

Booth H64

Don, Roe and Cayla can’t wait to meet you 😊

HAPPY HALLOWEEN from the RD management team, CEO Pixie and CFO Catsby! 🎃

While their costumes may not be scary, they can be if you take away their treats. We usually find it’s easier to do what they say and get back at them with embarassing costumes.

RD Advisory is looking for more talented team members to join the AgencyCFO team! From Facilitator to Advisors, we have a spot for you!

Check out WHY you should join us and who you'll be working with: https://youtu.be/xHMNF1o5mNg

Apply here: https://indeedhi.re/3GoEQF2

We're Hiring! Meet the RD Advisory Team!