Watch the 5-Part Webinar Series

If you're an agency owner, you know you should spend time on your strategic business plan. In a world of social distancing, it’s extremely important for you to focus on both your short- and long-term growth. That’s why we’ve taken our strategic one-day business meeting and created a 5-part OnDemand webinar series.

Webinar 2 - Grow Your Agency's Value with 3 Easy Steps is ready to play! To view the other webinars, worksheets, and handouts, scroll down below the video.

Your Presenters

Scott Tietz, CLU
Area Chairman
Partners Advantage - A Gallagher Company

Scott joined the insurance industry in 1982 and opened Partners Advantage in 1993. He has more than 30 years of industry experience, specifically in buying, selling, and merging insurance agencies for profit. He has led 11 mergers and acquisitions for Partners Advantage.

James Wong
Area Executive VP
Partners Advantage - A Gallagher Company

In 2006, James merged his own successful insurance marketing organization with Partners Advantage. Since that time, he has served in several senior management roles for the company. He specializes in forming deep, lasting relationships with the organization’s carrier and distribution partners alike.

Your Next Step — Schedule a Call

We're excited to work with you to help elevate your insurance practice. To help you understand how to put the information shared in this webinar into practice, please take a moment to schedule a brief 15-minute call with James Wong. His calendar is available online, so you can select a time that is convenient for you.

For Financial Professional Use Only. Not For Use With The Public.

This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action. Individual results may vary based on a financial professional's skill level and competence.

Partners Advantage Insurance Services, LLC a Gallagher Company and their representatives do not offer tax or legal advice. You should not treat the content herein as a specific inducement to make a particular investment or follow a specific strategy, but only as educational in nature based on the opinion and experiences of the presenter. Prior to engaging in any merger, acquisition, business strategy or business transaction, business owners should consult their individual attorney and/or tax advisor.

Watch the 5-Part Webinar Series

Select an OnDemand Webinar

Play Webinar 1 - Three Growth Strategies

Play Webinar 2 - Grow Your Agency's Value

Play Webinar 3 - How to Buy an Agency with No Money Down

Play Webinar 4 - 11 Steps to Increase Your Multiple at Time of Sale or Merger

Play Webinar 5 - What You Need to Know Before Selling Your Agency

Your Presenters

Your Next Step — Schedule a Call