Expert Financial Consulting for Brokers
Unlock your potential with tailored strategies and hands-on training designed to drive 10x sales growth for life and investment brokers.
My Background and Expertise
I am a retired Financial & Estate Planner, with over 30 years experience. I was also a Notary, a Tax consultant and Mutual fund agency manager/broker. Like many brokers, I struggled to get appointments with clients trying everything from cold calling, doing seminars, trying to get referrals and more. I worked both In Saskatchewan Canada, BC and also for a time in South Africa. My results were mediocre at best.
As a financial planner, I lost some large sales because of accountants and lawyers.
I made the mistake of referring clients to a lawyer to get their wills and power of attorney done. They ALWAYS talked my clients out of the solution I was recommending.
When I tried a “tax saving approach” to investments or life insurance, clients were more ready to believe their accountants than me – and most tried to talk them into more complex and costly solutions that would benefit them. Can you relate?
Well, all that lead me to a new approach that rapidly transformed my career. In my first week with this new approach, I made more money than I had the entire previous year. And that was just the beginning. Now I can show you how to do what I did – interested?
Ken Crause
Broker Consultant
My Mission & Consulting Philosophy
At CrauseCo & Associates Business Consulting, our mission is to empower life and investment brokers to achieve significant, sustainable sales growth. We are dedicated to delivering expert guidance tailored to your unique goals, ensuring every strategy is actionable and results-driven.
Our consulting philosophy centers on practical, hands-on training combined with a proven system that is unique and simple. We believe in working closely with each client, providing personalized solutions that address real-world challenges and unlock new opportunities for success.
By fostering lasting partnerships, we help our clients navigate the complexities of the financial services industry with confidence, integrity, and a clear focus on measurable results.