News

Succession & Transition Planning | Authored by Vicki Sutter Succession planning is crucial for ensuring the continuity and stability of an organization. Once a successor is identified, it is important to focus on transition to enable the individual to succeed in their new role. The article below highlights four phases of the succession & transition […]

The Moment of Truth | Jason M. Bordui I am currently assisting my mother who is in her 80s through the process of working with numerous insurance and financial services companies after my father’s passing. We are dealing with some of the world’s largest companies and all are at least well-known in their regional geography. […]

Life Lessons from My Father | Jason M. Bordui Last month, we featured “Leadership Lessons from my Father” to share many fond memories and learnings from my first professional experience with my dad, Ronald J. Bordui, at the American Osteopathic Association. Since that publication, Ronald passed into God’s everlasting care on April 6, 2024.  Last month’s piece […]

Leadership Lessons from My Father | Jason M. Bordui As a teenager, Jason spent summers working alongside his father, creating memories and molding his professional journey. Read the article below as Jason shares a few of the leadership lessons that he learned from his father. Dedicated to Ronald Joseph Bordui (May 15, 1938 to April […]

BG Insights: February 2024 The start of 2024 presents many consequential questions to leaders. Has the long-anticipated recession been avoided? Has inflation been defeated? When will the Federal Reserve begin to lower interest rates? Will record annuity sales continue? Will the above-trend gains in productivity in the last two quarters of 2023 continue in 2024? […]

This month, our client spotlight highlights our work with Modern Woodmen of America, on projects ranging from co-facilitating a board retreat to a number of strategic planning initiatives. We also included our team’s key takeaways from the Global Leadership Summit, as well as some highlights of a few events we attended in August. Read the September […]

The Balanced Growth team attended the 2023 Global Leadership Summit in South Barrington, IL. Every year, hundreds of thousands of leaders from a variety of backgrounds tune in from 123+ countries to hear from CEOs, Pastors, and other inspirational leaders. Here is a glimpse into the Balanced Growth team’s top takeaways from two days jam-packed […]

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 […]

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 […]

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.