))
Episode #21: Budgeting Tips for Independent Agencies
Manage episode 456381039 series 3590764
Innhold levert av SIA of NC. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SIA of NC eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this holiday-themed episode of the Build Your Legacy: Insurance Edition podcast, Travis and Bill discuss a timely topic for independent insurance agencies: budgeting- with or without contingencies and profit sharing in mind. They explore considerations such as historical data, guarantees, and loss ratios, and offer practical advice while emphasizing the importance of planning ahead for growth. Whether you include contingencies and profit sharing in your budget or not, the key takeaway is clear: budgeting is essential for success. Tune in for actionable insights and a festive wrap-up as the hosts share their thoughts!
21 episoder
Del
