Maximizing Agency Value with Max Olson of Legacy Advisors

The Agent Leader Podcast

Brent Kelly--The Agent Leader Podcast द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Brent Kelly--The Agent Leader Podcast या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

2M ago 35:08

M4A•एपिसोड होम

Brent Kelly sits down with Max Olson of Legacy Advisors, an expert in agency valuation, to discuss the strategies that can significantly increase the value of your insurance agency.

Whether you're preparing for a buyout or simply want to boost your agency's future, Max shares key insights on optimizing revenue, streamlining operations, and securing the best price for your agency.

Key topics include: (5:55) Success leaves clues, Max shares some areas where agencies have succeeded.

(15:25) Mistakes agencies have made

(23:00) The one thing that agency owners should be most focused on

(30:00) How to find balance in ambition and life

Tune in to learn the steps you can take today to enhance your agency's worth and position yourself for a profitable exit.
Visit https://www.legacy-advisors.com/ to learn more about their services for insurance agencies
Visit https://www.sitkins.com/bookacall to schedule your Best Version Possible assesment.

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