From 2002 -2012 I worked with Kay Kramer and Dana Brewer from KLB Financial in Edina. We have gone from coming up with the strategy for buying out a partner, to dealing with growth issues, to focusing on a succession plan. Here is what they have had to say about our time together.
“My name is Dana Brewer . We’ve been using A Better Way to Work and Live for a number of years now and recently went through the exercise of doing a shared 5 year vision statement. Being a co-owned firm, we each had to go through the exercise and then come together and create one for the firm.
We’ve gone through the process of backing into “So what does that mean for today, tomorrow and a year from now to be able to get to that 5 year time line in the way that we want to get there?” This is a valuable tool, one of many, in the program.
We have been through multiple coaches and a couple of different programs and found this to be a far superior program to work through. It has been helpful to have a third party to help us grow the business. A big part of our success has been using George and the Better Way to Work program and I highly recommend it.”
Kay Kramer says, “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.“