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July 5, 2016

Revisiting Your Goals & Business Plans

1 min read

Topic: Video Insurance Agency Management Company Newsroom strategy Grow an Agency

OAA's CEO Tony Caldwell explains why July is a great time to look back and reflect and begin anew.  Watch the video to see how New Year's in July is important to your business plan.

Reflect Mid-Year to Improve Your Business

Reset your goals

Hi this is Tony Cadlwell with OAA. It's almost the end June, which means the second quarter will soon be behind us and we're left with six more months in the year. This is a great time to take stock.  How are you doing on your annual plan? Are production, revenue and profits on track for what you wanted them to be? Often, I find that this is a great time of the year to make a mid-course correction. It's a great time to launch a new marketing plan. It's  great time to think about putting more productive capability into the agency. 

Restart your opportunity

Every year, we have two great opportunities to start. The first is obviously January, the second one is July. What are you needing to start in your agency to take you to the next level? July is the time to do it. Have a great summer. Have a great year. Let's get started all over again with July. 


Tony Caldwell is a modern “renaissance man,” who is not only immensely successful in the field of insurance, but is also a writer, children’s advocate, mentor and even a licensed pilot.

Always keen on helping others make their dreams come true, Tony and his team have helped independent agents grow into more than 250 independent agencies. This has made OAA the number one ranked Strategic Master Agency of SIAA for the last 5 years, and one of Oklahoma's 25 Best Companies to Work for.

Tony loves to share his knowledge, insight and wisdom through his bestselling books as well as in free mediums including podcasts and blogs.

Tony and his family are members of Crossings Community Church, and he is very active in community initiatives: he’s chairman of It’s My Community Initiative, Inc., a nonprofit working with disadvantaged people in Oklahoma City; and chairman of the Oklahoma Board of Juvenile Affairs., and he has served through many other organizations including the Salvation Army, Last Frontier Council of the Boy Scouts of America, and the Rotary Club.

In his spare time, Tony enjoys time with his family. He’s also an active outdoorsman and instrument-rated commercial pilot.