Money Matters


Would you like to have a better handle on what your numbers are telling you? Want to know what agencies consistently making 20+% profit are doing differently? Are you tired of giving away the farm through write-offs and over-servicing clients? Every agency owner wants to grow billings so they can make more money but the truth is — most agency owners aren’t taking full advantage of the tax strategies that could allow them to keep more of every dollar they make. That’s what this course is all about.

Our Money Matters Online course contains 6 training modules:

  • Each module covers one aspect of the financial management and health of your agency – from how much AGI you should have for every FTE to how to stop over-servicing clients and giving away your time and expertise.
  • Each module contains 1-5 videos
  • Individual videos range from 5 to 45-minute presentations
  • Money Matters Online includes a robust participant guide that will walk you through the course and assigned “homework”
    The course is designed for both new agency owners and financial leaders and seasoned veterans. I’ve been teaching this course live for over a decade and I’ve had people with 20+ years of experience tell me that what they’d learned was going to be a game changer for their shop.
  • Our Money Matters online course carries a 30-day unconditional guarantee. Try it out for a full 30 days. If you don’t love it, for any reason, I’ll give you a refund.
  • You are purchasing a seat license.  That license is good for one year.