Before you sit down to make a long-range agency plan, your personal plan needs to be in place.
What Will You Learn
How to create realistic finance goals for yourself
How to build a financial plan
How to measure financial success
How to gain personal wealth from your agency
Who Should Attend
Most agency owners will generate personal wealth from their agency — whether it’s through salary, deferred compensation, perks or ultimately selling out. In this course, Sam Williams and Jim Upson of Green Consultancy will walk you through a number of examples that will shed insight into how achievable your plan can be.
About the Thought Leader
Sam Williams and Jim Upson of Green Consultancy have more than 70 years of collective agency experience