Agency Intelligence

In this episode, James talks with Don Polczynski, President and Partner of RD Advisory Group, and Roe Polczynski, Founding Partner of RD Advisory Group. To learn more about RD Advisory Group, visit https://rdadvisorygroup.com/. Visit our website to join our email list, get the scoop on our LIVE coaching calls and never miss an episode: https://www.agencyfreedom.com Connect with Agency Freedom Podcast on Facebook at the Agency Freedom Podcast group: https://www.facebook.com/groups/agencyfreedom Email us at podcast@agencyfreedom.com with ideas, questions, complaints or your favorite grilling recipe. Episode Highlights: James explains that the goal of this episode is to provide context and practical insight into the topic of strategic planning and annual reviews. (2:30) Roe discusses how they would advise someone to begin getting their minds around the strategic planning and review process. (4:16) Roe and Don discuss the first stage in the process of developing a strategic plan. (9:18) Roe shares that A