Client Spotlight: Industry-first Technology Joint Venture in the Fraternal Financial Sector

Two of Balanced Growth’s clients, Catholic Financial Life and Catholic United Financial, have joined forces to create Conventus Now, a groundbreaking technology initiative to drive more innovation and collaboration in fraternal markets. Check out our case study for more information.

Stay connected: The May issue of Balanced Growth Insights is here!

In the past 6 weeks, we had the privilege of serving one of the nation’s leading healthcare institutions through strategic planning, hosting twenty-four of our client leaders at an industry event, attending a far-reaching insurance leadership summit with an international audience, and serving the students of a school in New Orleans. Read more in the […]

Client Spotlight: Strategic Planning Retreat for Healthcare Innovation

Balanced Growth worked with the UMass Memorial Health Division of Vascular and Endovascular Surgery on a strategic plan. During this process, BG interviewed the team members of the Division, administered a survey, reviewed extensive background information, and conducted a strategic planning retreat. Together, BG and the Division worked to create a strategic plan to guide […]

Balanced Growth Insights (April 2023)

Strategic Planning has been a big emphasis of our clients in 2023 especially due to the complexities of the current economic environment. Check out our newest issue of Balanced Growth Insights featuring our top white paper on strategic planning, The Integrated Enterprise: A Strategic Framework; a previous client spotlight Creating a Culture of Innovation, highlighting […]

Balanced Growth Insights (March 2023)

2022 was a difficult year for the U.S. economy. Although January 2023 started with some promise; recession looms, inflation persists, and new pressures have emerged with bank failures and instability among regional banks. What this does this mean for our thinking as leaders? Learn from BG President and Founder Jason Bordui and key industry leaders […]

Client Spotlight: Envisioning a Customer-Driven Business Strategy

As a member-owned fraternal benefit life insurance company, BetterLife’s mission is to help its members protect their families’ financial futures, build better lives, and better their communities. Using a proven, four-phased approach for strategic planning, Balanced Growth worked with BetterLife to help it become what it set out to be – a different kind of […]

Highlights from the 2023 LIC Annual Conference

Balanced Growth Consulting was delighted to attend the Life Insurers Council (LIC) Annual Conference in Jupiter, Florida. Read more about the event highlights, notable sessions, and BG’s takeaways from the conference. The Balanced Growth Team looks forward to attending future LIC events and continuing to work with its member organizations! Open 2023 LIC Annual Conference […]

BG Launches Balanced Growth Insights

Balanced Growth Consulting is excited to launch its newsletter, Balanced Growth Insights, where we will share insights and updates from the Balanced Growth team. We hope you’ll enjoy following along with us! Click here to read the first issue.

Innovative Executive League Summit

Jason Bordui attended The Innovative Executives League’s Summit last week at the OLC Education and Conference Center. The presentations were excellent including insights from leaders at TransUnion, Microsoft, and the American Academy of Orthopaedic Surgeons (AAOS). As a bonus to this great event, Jason won a raffle prize! We look forward to attending future events and learning from this inspiring group […]

BG Supports Innovation in Education

Last month, BG had the opportunity to sponsor and attend the 2022 Catholic Financial Life Golf Outing. The event raised $100,000 for Seton Catholic Schools! At Balanced Growth, it is our mission to create enduring value for organizations that are driven by purpose and profit.

Balanced Growth Serving Catholic Order of Foresters

The Balanced Growth (BG) team is pleased to serve Catholic Order of Foresters (COF) as a client. COF is a fraternal benefit organization dedicated to helping members achieve financial security through life insurance while supporting the Catholic community through fraternal outreach. Licensed in 37 states and Washington, D.C., COF has over $4 billion of insurance […]