How Much Financial Transparency Should There Be Between Agency Principals and Employees?

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Finances, transparency, management. If you ever had a question about these topics regarding your insurance agency, this podcast probably covers it. Check out the video below and watch Justin and Jordan Goodman discuss the ins and outs of financial transparency and management.

Cocktails: Justin tries a Manhattan

Part 1: An employee is upset that the agency owner avoids sharing financials so they don’t have to justify raises or bonuses.

Part 2: How much access to financial information do you give your bookkeeper?

Picture of Justin Goodman
Justin Goodman

With two decades of experience in the insurance industry, Justin is the co-founder and CEO of Total CSR and the co-founder and Managing Director of Project 55. By the age of 29, Risk and Insurance Magazine recognized him as one of the nation’s top five construction insurance experts. He has also been named to Insurance Business Magazine’s Hot 100 and was most recently honored as the 2024 Insurance Journal Agent of the Year.

Through his leadership at Total CSR, Justin has trained over 50,000 CSRs, account managers, and producers, driven by his passion for developing the next generation of insurance professionals. When not spending time with his family, he dedicates his free time to speaking at industry events and advising agency owners across the country.