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In this episode of Chats with Chip, Ryan Watson of Upsourced discusses the critical role that financial planning has in growing a successful agency.
Ryan explains that the fundamentals that you need to follow will help you in good times, as well as in any possible recession that may (or may not) be on the horizon. He notes that the impact in an economic downturn varies from one agency to the next, so your best bet is to prepare for any outcome.
Chip and Ryan also talk about the difference between tax accounting and business financial planning. They explore some of the things that you should be focused on (as well as a few things that may be misleading indicators of true success).
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