We are in the people and relationship business, so empathy is a quality that is necessary to be successful and lead within every role inside an agency. You can read as many books as you want on leadership, but the best way to learn about leadership is to experience a great leader. Their example is more powerful than any theory or idea con-tained on the pages of a book. Great leadership is rare, but it is unmistakable when you experience it. The author Over the past 16 years, Carey Wallace has worked with hundreds of indepen-dent insurance agencies helping them understand their agency’s value and turn that knowledge into an action-able plan for their future. She prides herself on taking the time to under-stand the agency’s unique situation and helping them build the future they envision for themselves. She is a Certi-fied Exit Planning Advisor (CEPA) and provides a variety of business consulting services including valua-tion, perpetuation planning services, acquisition support, financial and compensation analysis, and fractional CFO services through the company she founded, Agency Focus, LLC. To learn more, please visit www.agency-focus.com or contact Carey at Carey@ agency-focus.com. 44 ROUGH NOTES
Rough Notes May 2024: Page 44
