Brad Frane Clu, Chfc Email & Phone Number

Minnesota And Surrounding Communities

Through education, planning and the implementation of suitable insurance products, we help financially secure our clients retirement.

Serving MN, ND, SD, IA, NE

I oversaw an elite team of insurance agents, focusing on long term care, education and planning. Our mission was to use our unique skills to assist our clients in helping secure their retirement both emotionally and financially.

Associated Financial Group

I was responsible for growing our qualified retirement consulting practice and our advanced planning division. I managed partnerships in the retirement consulting area by partnering with businesses to help them maximize the efficiency of their qualified retirement plan. In the advanced planning division, we helped our business clients retain key employees.

As the Chief Operating Officer responsible for top line and bottom line growth of the company, my accomplishments during my tenure include:- Brought nine quality people into the organization upgrading the overall quality of staff- Created marketing programs that generated nearly 200 appointments with ideal clients- Evolved sales practices to include all.

- Assumed annuity sales and marketing responsibilities- Evolved cohesive management team with eight department heads- Developed guidelines, tools and reporting methods for measurement, accountability and recognition- Exceeded corporate performance levels in two key directives during transition- Created, implemented and led the mission, vision and values of.

• Built regional sales through effective strategic planning, recruiting, creative problem solving and training
• Increased regional ranking from number four of five to number one in the country
• Consulted with business owners to create long term sustainable business relationships based on mutual value and reward

• Managing Director 1998-2000, Omaha, Nebraska
• Managed 54 sales advisors and 8 staff members in four branch offices
• Led the merger of two adverse agencies with distinctly different cultures into one healthy, growing organization
• With new organization, evolved two of four sales managers to Citation level recognitionManaging Director 1997-1998, Sioux Falls, South Dakota
• Led four separate offices in South Dakota and North Dakota area
• Developed current managers who were performing at low levels to achieve Citation level recognition