Creating Secure Futures – Jim Erben of Erben Associates

Jim Erben, President of Erben Associates

Jim Erben, the President of Erben Associates, grew his company’s revenue from $1.6 million in 2014 to $4.3 million in 2017, a 166% increase.  

Erben Associates is a family wealth advisory firm.  

In this interview with Eversprint‘s Malcolm Lui, Jim shares how he and his team accelerated their high value sales by:  

  • Bringing on board a key principal who opened their Waco, Texas office.  
  • Generating business opportunities by speaking nationally to business owners and senior executives on succession planning.   
  • Providing succession and financial plans that resonates with their clients and in turn generates referrals.  
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