RD Advisory Group

Home to the Agency CFO™ Program, #HumanExpert™ (Custom Leadership Guidance), The Agency Navigators Podcast, and the book "Changing Your Equation".

[RD Advisory Group @RDAdvisoryGroup]

We’re excited to announce that Cayla Carrillo has been promoted to an official AgencyCFO™ Advisor!

She’ll be focusing heavily on strategic, financial guidance and maximizing her knowledge of independent insurance agency financials.

Please help us congratulate Cayla!

[RD Advisory Group @RDAdvisoryGroup]

If you are at Innovation21, come say hello to the AgencyCFO team!

Booth H64

Don, Roe and Cayla can’t wait to meet you 😊

#Bettertogether #IAOAInnovation21

[RD Advisory Group @RDAdvisoryGroup]

HAPPY HALLOWEEN from the RD management team, CEO Pixie and CFO Catsby! 🎃

While their costumes may not be scary, they can be if you take away their treats. We usually find it’s easier to do what they say and get back at them with embarassing costumes.

#happyhalloween #teamRD

[RD Advisory Group @RDAdvisoryGroup]

RD Advisory is looking for more talented team members to join the AgencyCFO team! From Facilitator to Advisors, we have a spot for you!

Check out WHY you should join us and who you'll be working with: https://t.co/vTfGKTESj5

Apply here: https://t.co/J7prXwJtqG\

[RD Advisory Group @RDAdvisoryGroup]

The Agency Navigators Podcast is back with Season 2! Independent Insurance Agency Owners and Principals - this season is for you.

EPISODE 1: Keep Your Eye on the RESULTS
S2E1: https://t.co/yi6tZi5mdJ
EPISODE 2: Your Burnout is Hurting Your Team
S2E1: https://t.co/9aHNrhYjQn

[RD Advisory Group @RDAdvisoryGroup]

There’s a new CFO around here at RD Advisory Group and he means business.

Not only is his bowtie large but so are his ideas.

He’s adamant to learn from the best so he’s currently shadowing in the #AgencyCFO's office.

Welcome to the ACFO team, Catsby! 😸

[RD Advisory Group @RDAdvisoryGroup]

Magnetic. Inspiring. Bold. Visionary.

If you know our Founding Partner, Roe then you know those words describe her well. That’s why she’s our #HumanExpert.

Here's to empowering more women industry leaders and business owners 👏

#HappyInternationalWomensDay2021

[RD Advisory Group @RDAdvisoryGroup]

Most of the RD Team “fell” into insurance and play a unique role in this awesome industry.

We have a lot of reasons for what it means to us but most of all...

It’s having FUN while building a fulfilling career! 😊

#DayInTheLife #InsureMyCareer

[RD Advisory Group @RDAdvisoryGroup]

The RD Team is slowly (and safely!) transitioning back to the office this week. Is #CEOPixie the laziest CEO and napping on the job OR is she patiently waiting for her humans to come in?

[RD Advisory Group @RDAdvisoryGroup]

Happy #NewYear from the RD Team! As we leave 2020, we're reflecting on the wonderful clients, team and industry partners that stood with us this year. THANK YOU and CHEERS to a New Year 🍾

https://t.co/jnzXaLmtw3

[RD Advisory Group @RDAdvisoryGroup]

Also available on Apple, Spotify, Pandora and Amazon Music. Subscribe to be the first to listen to the latest episodes!

[RD Advisory Group @RDAdvisoryGroup]

New podcast episode is live! Episode 13 of the #AgencyNavigators is all about 𝐒𝐀𝐋𝐄𝐒 𝐕𝐄𝐋𝐎𝐂𝐈𝐓𝐘.

Pro tip: It is one the best metrics to predict future earned revenue.

Listen here: https://t.co/wnuX6UI3oj

#TheAgencyNavigators #insurancepodcast

[RD Advisory Group @RDAdvisoryGroup]

New podcast episode is live! Episode 13 of the #AgencyNavigators is all about 𝐒𝐀𝐋𝐄𝐒 𝐕𝐄𝐋𝐎𝐂𝐈𝐓𝐘.

Pro tip: It is one the best metrics to predict future earned revenue.

Listen here: https://t.co/wnuX6UI3oj

#TheAgencyNavigators #insurancepodcast

[RD Advisory Group @RDAdvisoryGroup]

From our work family to yours ❤️

[RD Advisory Group @RDAdvisoryGroup]

There is new clarification on 𝐏𝐏𝐏 𝐭𝐚𝐱𝐚𝐛𝐢𝐥𝐢𝐭𝐲 and how it could 𝐢𝐦𝐩𝐚𝐜𝐭 𝟐𝟎𝟐𝟎 𝐭𝐚𝐱𝐞𝐬 for your business: https://t.co/UKawXMVIB3

More updates to come as information changes!

Follow along on our platforms to hear it as fast as we can offer awareness.

[RD Advisory Group @RDAdvisoryGroup]

𝐓𝐇𝐀𝐍𝐊 𝐘𝐎𝐔 to the local businesses for helping us share a piece of Utica, NY with our clients and trusted partners across the United States.

RD’s home base is in Central New York where we have some hidden gems that we love to share with others.

#shopsmall #utica

[RD Advisory Group @RDAdvisoryGroup]

You read that right, we're looking for our next Agency CFO!
Here's WHO we're looking for: https://t.co/YAyyZXJmeH

Think you could be a candidate OR do you have someone in mind? Email: [email protected].

Please share and help us get the word out! 🙂

[RD Advisory Group @RDAdvisoryGroup]

Happiness starts with gratitude and we're grateful for YOU! Wishing you a #HappyThanksgiving and year of blessings.

[RD Advisory Group @RDAdvisoryGroup]

Today was a rainy day in Upstate NY so it was a "ruff" day for #CEOPixie. To get through a rainy day she recommends a stylish raincoat & "airpawds" for your favorite music or podcast. Maybe even #treatyourself with your favorite drink/food. That's it!

#mondaymotivation