Episode

Episode 326: Know Your Numbers Or Pay The Price With Denise Nelson

Podcast
Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe
Published
Jun 20, 2026
Duration seconds
2216
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https://www.buzzsprout.com/2593555/episodes/19363297-episode-326-know-your-numbers-or-pay-the-price-with-denise-nelson.mp3
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Summary

Many insurance agency owners focus on growing revenue, but revenue alone does not create financial health. Denise Nelson joins Mike Stromsoe to unpack the critical numbers agency owners should be tracking if they want to improve profitability, strengthen cash flow, increase enterprise value, and build a business that is not dependent on them. Drawing from her unique experience as both a CPA and insurance agency owner, Denise shares practical financial benchmarks, warning signs, and strategies...