Watch Now: Farm Financial Advisory, Built for Growth
Featuring Jarod Creed & Jeff Janssen from JC Ag Financial Services
JC Ag works with 110+ farms across the US — and got there entirely through referrals. But Jarod's team didn't grow by just generically working harder. They built a scalable, proactive advisory system that enabled them to deliver valuable, forward-looking advisory that could be replicated across their entire books. So how do they do it? Check out how they work, plan, and what running a practice at this scale actually looks like.
Key Highlights
Video 1:
Taking the Guesswork out of Ag Financial Management
1m 15s
Video 2:
The Cost of Getting the Numbers Wrong in Ag
2m 09s
Video 3:
Gaining a Complete Real-time Financial Picture
2m 13s
Video 4:
Why Generic Accounting Software Can't Serve Agriculture
1m 27s
Video 5:
The Complexity of Agricultural Cost of Production
1m 19s
Video 6:
Giving Farmers a Live Plan for the Bank
1m 57s
Video 7:
The Risk of Advising Without the Right Data
1m 28s
What you'll hear:
HOW-TO ADVISORY SERIES
Unlock the full series now
- How JC Ag built a practice that serves 110+ farms: The origin story, the referral-only growth model, and the infrastructure that makes it run.
-
Why the data most advisors use is already out of date: How Schedule F figures and bank-prepared budgets create a structural ceiling — and what consistently complete data changes.
- Planning across the full crop cycle: Why a calendar-year budget misses the point, and how JC Ag builds plans that account for the full 20–24 month commitment.
- What the lender conversation looks like when you're prepared: The difference between arriving with a plan and arriving without one, and why it changes everything about how that room feels.
PART 1:
Ag CAS: a 300% revenue growth opportunity
PART 2:
A specialist industry requires specialist tools
PART 3:
Identify and segment your client base
PART 4:
Understand your firm's priority for CAS
PART 5:
Connect ag-specialist tools to QuickBooks
PART 6:
How to Establish Client Advisory Services for Ag
PART 7:
How to Scale Client Advisory Services for Ag
PART 8:
How to Optimize Client Advisory Services for Ag
"It's just making a complicated, complex business model into a black and white picture."
- Jarod Creed, JC Ag Financial Services
Ready to see the whole picture?
In the full webinar, Jarod and Jeff go deeper on how they work with their clients, how they use Figured day to day, and what it looks like when an advisor can answer a land opportunity question in the same phone call it's raised.