Every successful agency begins with a foundation. But only the ones that evolve with purpose can scale effectively and exit successfully. This course guides brokers and advisors through the three key phases of agency evolution: building smart systems, scaling with strategic methods that ensure success, and planning for a smooth exit. Whether you�re a solo producer or leading a growing team, this session will help you optimize your agency, expand your revenue generating opportunities, deepen client relationships, and set the stage for long-term value and legacy.