IA Forward
The Independent Insurance Agency Playbook: The insurance business is all about playing an infinite game. Shane and Tonya discuss how to play the long-term game of being a successful agent and creating a culture of freedom for yourself.
IA Forward
Turning Sales into Sustainability: The Accounting Mindset for Agency Owners
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Shane Tatum and Tonya Lied
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Season 1
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Episode 290
Most agency owners love selling, but dread accounting. Shane and Tonya tackle the side of agency ownership that doesn’t always come naturally to sales-driven entrepreneurs, and break down the basics that turn chaos into clarity. Learn how clean financials protect your agency’s value, when to bring in a CPA, and why consistent review (not fancy software) is the real key to building a lasting asset.
Learn more at IntegraPartnerNetwork.com.
