The Insurance Agency Trendsetters Podcast

Episode 012

The Way Forward – Financial and Marketing Tips for Agents

May 12, 2020

As the economy restarts, there are critical steps every agency owner must take now to ensure the health and success of their agency. Discover what you must do in order to protect your business now and in the future.

#012 – As we emerge from stay-at-home orders with a greatly weakened economy, here’s what agents need to do now to ensure the health of their agencies.

We discuss the three most important financial actions to take, three areas of clarity every business must have today, and the three keys to successful customer acquisition.

Charlotte goes into more detail in the new special report, The Way Forward — A Crisis Recovery Roadmap. You can download your free copy here:


Hosts & Guests

Charlotte Hicks

George Robertson

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