Financial Planners

Financial Planners have benefited greatly from taking the A Better Way to Live & Work Program™. This includes a group of brokers of a large Midwest brokerage firm, smalll planning companies and individuals. Increases in Assets Under Management of 40 - 60% over a year have been the rule more than the exception.

A pilot to A Better Way To Live & Work was delivered to 15 brokers at a large Midwest brokerage house. By program's end, the brokers increased assets under management 50% from $78.4 million to $117.9 million, an average increase of $2.6 million per person!


"My business was up 40% last year and I expect it to be up another 40% this year. But best of all I'm as happy as I've ever been in my life."
Scott Brown
Financial Planner


"We've been using the Better Way to Work program for about 4 years and our income has more than doubled. Revenues have probably tripled. And part of it is just going back to the program and committing the time and energy to working on your practice, not only in your practice."
Dana Brewer
KLB Financial

Read more from Dana


 

"George was instrumental in helping us strategize on our succession planning. Using the 7 Entrepreneurial Skills as a framework, he has helped us stay focused on the areas of our business that really matter. We are proud to be recognized in the last two years as one of the 25 largest financial planning organizations in the Twin Cities."
Kay Kramer

KLB Financial


"Our experience with Entrevis and the coaching process has been extraordinary. We are fortunate to have been part of this process and know that as we look over the course of the next 15 years it is very realistic that we are going to be able to achieve all of the goals that we have set out both personally and professionally. For that, we are grateful."

Kevin and Mike Kuenster
Wells Fargo

Read more from Kevin and Michael


Copyright 2008, Entrevis