WHAT OUR CLIENTS SAY
LAURA FRANK
LAURA FRANK

"THEY GET US"

They just “get” us. From the first time I sat down with Laura, to our ongoing collaboration with Darcy and the WGP team, our team feels that Whole Growth Partners really listens, understands, and works with us on strategies that aren’t just a cookie-cutter approach. We appreciate their energy and their persistence in always moving us forward!

BUSINESS MANAGER  |  SPAHN FINANCIAL  LOMBARD, IL

SARAH MILLER
SARAH MILLER

"THEY'RE A GAME CHANGER"

“Working with Whole Growth Partners has been a game changer in our business.  We’ve had great ideas in the past, but executing them was a consistent issue. WGP has been able to work with my team to create a more thoughtful and meaningful voice for us and our marketing.  It’s been beyond our expectations.  Thank you WGP!”

FINANCIAL ADVISOR  |  FORTYSIX10 WEALTH MANAGEMENT | DENVER, CO

HERB FOEDISCH
HERB FOEDISCH

"WE ARE ACCOMPLISHING SO MUCH"

“Our team has really enjoyed working with Whole Growth Partners this past year. They’ve helped us prioritize our marketing and business development, while also sharing creative content that expresses our value proposition and capability. With their guidance, we are accomplishing so much! “

WEALTH MANAGEMENT ADVISOR  |  PARADISE CAY FINANCIAL  SAN FRANCISCO , CA

TRACY SHACKELFORD
TRACY SHACKELFORD

"THE TEAM AT WGP COMBINES SOME RARE QUALITIES"

“When one of the most respected Managing Partners at Northwestern Mutual started working with Whole Growth Partners, we knew we had to partner with them too. The team at WGP combines some rare qualities – the ability to quickly and thoroughly understand our business and our markets, great creative instincts and a relentless focus on ROI.  They are accessible, organized and focused on helping us grow our firm.”

WEALTH MANAGEMENT ADVISOR  |  BLEAKLEY FINANCIAL GROUP – TIDEWATER  | WILLIAMSBURG, VA

SUNEEL GARG & BRANDON MATLOFF
SUNEEL GARG & BRANDON MATLOFF

"THEY'RE JUST BRILLIANT"

“We knew we wanted to be more purposeful in our marketing. The team at WGP created a revenue-generating strategy and activation plan that creatively combines philanthropic impact with client acquisition. They’re just brilliant!”

WEALTH MANAGEMENT ADVISORS  |  STELLA OAK FINANCIAL LOS ANGELES, CA

TOM GOES
TOM GOES

"THEY'RE OUR MARKETING SUPER POWER"

“Whole Growth Partners was critical in helping position our firm as a leader in the diversity and inclusion space, especially at Orlando Business Journal D&I events. WGP accelerated our brand with thoughtful touches and actual D&I representation that was so much more valuable than simply claiming our role in this space. WGP brought our brand to life, and we trust their leadership and magic touch. They’re our marketing super power!”  

MANAGING PARTNER  |  NORTHWESTERN MUTUAL ORLANDO, FL

TIMOTHY MULROY
TIMOTHY MULROY

"WGP HELPED BRING OUR VISION TO LIFE"

“The Whole Growth Partners team has been so flexible and collaborative. They simplified something that felt very complex and foreign to us, helped us create a vision, and then worked with us to create an accessible timeline to bring our vision to life.  WGP is a natural extension of our team and there are no words to express how grateful we are to work with them.”

MANAGING PARTNER  |  NORTHWESTERN MUTUAL  ORANGE COUNTY, CA

MATT LUEDER
MATT LUEDER

"THEY'VE MADE A SIGNIFICANT DIFFERENCE IN OUR MARKETING"

“The Whole Growth Partners team has delivered high-quality, targeted branding for our office, while taking the worry out of the day to day logistics. Their commitment to excellence in working with us has made a significant difference in our marketing strategy.”

MANAGING PARTNER  |  LUEDER FINANCIAL GROUP  MILWAUKEE, WI

ERIK GOMEZ
ERIK GOMEZ

"THEIR ABILITIES ARE SECOND TO NONE"

“Whole Growth Partners helped us not only fashion our go-to marketing strategies, but also helped us act on our ideas to bring our brand to life. Their organization, availability, and ability to artfully craft messaging that truly resonates with our best clients are second to none!”
 

WEALTH MANAGEMENT ADVISOR  |  EG WEALTH MANAGEMENT  NEWPORT BEACH, CA

MARTY GLICKMAN
MARTY GLICKMAN

"THEY CHALLENGE ME TO THINK DIFFERENTLY"

“The team at WGP provides tangible, client-focused marketing ideas for my business. A trusted partner, they do a great job of challenging me to think differently and get out of my comfort zone!”

WEALTH MANAGEMENT ADVISOR  |  NORTHWESTERN MUTUAL SKOKIE, IL