Creating Secure Futures - Jim Erben of Erben Associates

Jim Erben, the President of Erben Associates, grew his company's revenue from $1.6 million in 2014 to $4.3 million in 2017, a 166% increase.   Erben Associates is a family wealth advisory firm.   In this interview with Eversprint's Malcolm Lui, Jim shares how he and his team accelerated their high value sales by:   Bringing on board a key principal who opened their Waco, Texas office.  Generating business opportunities by speaking nationally to business owners and senior executives on succession planning.  Providing succession and financial plans that resonates with their clients and in turn generates referrals.