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Transcript
Gary A. Weuve, CLU, ChFC, RFC®, CRPC®, CFP® Practice Management Consultant Gary A. Weuve leads The Center for Advisor Excellence™ that supports, advises, and guides financial advisors to help them continue to grow their business. He is a Practice Management Consultant for the MEMBERS Insurance and Investments and Retirement Plan Services product groups for CUNA Mutual Group. As a certified business coach, Gary works with financial advisors and broker/dealers throughout the country, assisting them with the continued development of their investment and financial planning practices. “For the last 35 years my passion has been to help financial advisors achieve their full potential,” Gary says. As an avid runner, Gary understands the importance a training plan can have on race-day results. “Similarly, a well-thought-out and carefully executed business plan can have a significant impact on business results,” he says. Working with individuals and groups, Gary uses various coaching programs and techniques to assist advisors with the planning of their business success. “Coaching involves the unleashing of the human potential to help a financial advisor discover a new possibility that he or she didn’t think existed,” says Gary. “That is my mission; that is my goal.” Gary began his career with CUNA Mutual Group in 1980. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC®), Chartered Retirement Planning Counselor (CRPC®), Certified Financial Planner (CFP®), and Registered Corporate Coach™ designations. Gary is also a member of the: • Society of Financial Service Professionals • Financial Planning Association • International Association of Registered Financial Consultants • World Association of Business Coaches. Gary and his wife, Marcia, grew up as Midwesterners in central Iowa, and they now reside in “The Live Music Capital” of Austin, Texas. 0409 ©CUNA Mutual Group