Description

Sometimes financial planning at an agency takes a backburner to the day-to-day work of selling, servicing, and assisting client accounts. However, understanding your financials is a critical component of not only your strategic plan, but also your operational success. Where are you spending too much money? Too much time? Where are your team members exceling in areas with strong margins? Where do they need to improve? In this webinar, we’ll discuss how to analyze, understand, and improve your agency’s financial situation and planning.

Instructor:  Carey Wallace, CEPA

CE:  1 GEN (Approved for KS CE only)