Who We Are
Firm Principals:
Brett VanBortel, Managing Partner – Organic Growth Institute
Advisor Benefits of his experience:
- Researches, develops and delivers content on how to overcome organic growth challenges by using research insights to understand the problem clearly, and chart an effective solution.
- 27 years experience building some of the most highly regarded content in the industry
- Coach to elite teams and firms across the country
- Top-rated presenter at major conferences across all channels of financial services
- Author and Coauthor of 5 books and numerous articles
Russ Alan Prince, Founder – Organic Growth Institute
Advisor Benefits of his experience:
- Leading researcher on myriad aspects of HNW client acquisition, service and retention
- 35 years experience converting research insights into actionable business models for advisors
- Strategist to elite advisors and teams globally, focusing on the UHNW
- Consultant to billionaire families and single-family offices worldwide
- Author or Coauthor of 71 books and numerous articles on advisor growth challenges
Jerry D. Prince, Partner – Organic Growth Institute
Benefits of his expertise to wealth managers:
- Develops educational and support services for high-net-worth families and the professionals who assist them.
- For high-net-worth families, Jerry has created resources that address:
- Creating a family dynasty.
- Maximizing family wealth when selling a family business.
- Establishing a virtual family office.
- For professionals in the private wealth industry, resources include:
- How to offer high-net-worth families the expertise that single-family offices provide to the ultra-wealthy.
- How high-net-worth families can receive the most cost-effective and aligned financial solutions possible.
- How to build a network of specialists that can cohesively deliver diverse capabilities to high-net-worth families.