EPISODE · Sep 2, 2020 · 15 MIN
10: Your Agency is Not a Bank, Separate Your Finances
from Agency Navigators™ · host RD Advisory Group
It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic?As the agency owner, it’s your responsibility to promote sound business decision making and running the agency as cleanly as possible – just as you expect your team to. Not separating the personal and agency finances could: impact the valuation of your agencydemoralize team memberslead to IRS implications (& brand damage!)…and these are only some of the reasons why clarity and complete separation are important. Listen in for tips on HOW to shift to complete separation.Connect with us!LinkedIn: linkedin.com/company/rdadvisorygroupFacebook: facebook.com/rdadvisorygroupTwitter: twitter.com/roeanddonYoutube: RD Advisory Group - Roe and Don Polczynski, Jr.
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It’s the gray area that no one really talks about… complete separation of personal and agency finances. Agency owners, we get it. It’s your agency and your money, so why are we even talking about this topic? As the agency owner, it’s your responsibility to promote sound business decision making and running the agency as cleanly as possible – just as you expect your team to. Not separating the personal and agency finances could: impact the valuation of your agencydemoralize team m...
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10: Your Agency is Not a Bank, Separate Your Finances
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