Client Spotlight

Balanced Growth has worked with Modern Woodmen since 2012 on an array of operational, technology and strategic initiatives. This year, Modern Woodmen is embarking on a long-term strategic planning process. The organization asked Balanced Growth to provide insights as an input to the strategy and to participate in the annual board retreat. Read more about […]

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 […]

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 […]

As a member-owned, not-for-profit provider, GBU Life focuses on “protection plus purpose.” GBU specializes in life insurance and annuity products to protect families and anchor retirements. In addition to meeting high industry standards and taking great pride in their satisfied employees, GBU enables its members to give back to their communities. Balanced Growth was charged with […]

To keep up with the rapid pace of technological advancement in the insurance space, Balanced Growth worked with American Enterprise Group (AEG) on a strategic innovation journey resulting in the formation of American Enterprise Ventures by creating a culture of innovation. Be sure to read our newest 4 page spotlight to see how the results […]

The American Venous Forum (AVF) has been a client of Balanced Growth (BG) since 2018. During the past two years, working with BG, the AVF has experienced considerable organizational turnaround, thus enabling growth even during the COVID-19 pandemic. Be sure to check out our newest Client Spotlight which highlights the two-phased approach BG took to put the AVF on a path for growth and future success.

HealthyChildren.org is the only parenting website backed by 67​,000 pediatricians committed to the attainment of optimal physical, mental, and social health and well-being for all infants, children, adolescents, and young adults. Balanced Growth developed the Digital Strategy and served as the Program Manager to lead all aspects of implementation.  The site was successfully launched to a […]

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.