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Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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#127 - Portal Becomes a Best Practices Agency w/ Bradley Flowers

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Manage episode 491870143 series 3442488
Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Lindsay and Carey sit down with Bradley Flowers of Portal Insurance to discuss his agency's recognition as a Best Practices Agency. Bradley shares his journey to earning this industry distinction, the rigorous application process, and how it impacts his business operations. The conversation covers financial best practices, growth strategies, and practical advice for agency owners aiming to improve their operations and valuation.

This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/

/////////////

Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/

  continue reading

128 episodes

Artwork
iconShare
 
Manage episode 491870143 series 3442488
Content provided by Lindsay & Carey Wallace and Carey Wallace. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lindsay & Carey Wallace and Carey Wallace or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Lindsay and Carey sit down with Bradley Flowers of Portal Insurance to discuss his agency's recognition as a Best Practices Agency. Bradley shares his journey to earning this industry distinction, the rigorous application process, and how it impacts his business operations. The conversation covers financial best practices, growth strategies, and practical advice for agency owners aiming to improve their operations and valuation.

This episode is brought to you by Cake, connecting independent insurance agents looking to sell a book of business or a slice – a chosen group of accounts – with other agents looking to grow their business.
Learn more and create a free account at https://www.haveyourcake.com/

/////////////

Agency Focus is the premier resource for agents to understand their agency's value, plan for a transition of ownership, and prepare for acquisitions.
Learn more at https://agency-focus.com/

  continue reading

128 episodes

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