"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!"
-Tom Goes, Managing Partner
"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."
-Tracy Shackelford, Financial Advisor
"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."
-Timothy Mulroy, Managing Partner
Newport Beach, CA
“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!”
-Brandon Matloff and Suneel Garg, Principals
Los Angeles, CA
"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!"
-Sarah Miller, Financial Advisor
“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.”
Matt Lueder, Managing Partner
"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!"
-Marty Glickman, Wealth Management Advisor
"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! "
-Herb Foedisch, Financial Advisor
San Francisco, CA