20 Ways to Make the Most of Mentorship
Mentorship is critical for all industries and any business owner or C-suite executive who thinks they’re going to need a pipeline of talent as part of their equation for success.
Issue Highlights – November 2022
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Articles in this issue.
8 Areas to Evaluate Before Acquiring an Agency
As you move through the process of evaluating an acquisition opportunity, here are eight guardrails you can rely on.
4 Ways to Grow Your Book and Increase Your Agency’s Valuation
Though it may be impossible to control the external economic environment, it is possible to control whether or not your agency grows—and if that growth contributes to the top or bottom line.
Using Tech Tools in the Fight Against Bank Fraud
Independent agents recommend the best solutions to protect their clients. However, they sometimes fail to follow their own advice—particularly when it comes to protecting their agency against financial fraud.
Breath of Fresh Air: An Agency’s Path to Environmental Sustainability
How one agency makes the environmentally sustainable choice while exceeding service levels and its financial commitment to their clients and stakeholders.
Declaration of Independents: Katelyn Aitken-Meyer
Aitken Meyer is the third generation to work at the agency, but originally, “I wanted to do my own thing,” she says. Eventually, there was an accounting opportunity at the family agency, which grew into an operations role.
How an Equity Partnership Can Help Agencies Grow
At some point, agenices will hit a wall. However, agency entrepreneurs can structure an equity partnership to meet their goals, continue to grow and remain autonomous.
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