Intrapreneurship and the Story Behind Lifewise
Lifewise was born out of a passion for helping young professionals and more importantly peers tackle their biggest financial challenges. Two years ago despite a passion for helping young professionals it wasn’t yet the right time for me to step out onto my own as advisor to hang my own shingle.
Enter the concept of intrapreneurship and BerganKDV Wealth Management.
Recognizing the need to increasingly serve millennials and Gen Xers, not just baby boomers, BerganKDV was looking for an answer to how they as a company could better serve two generations starving for financial guidance.
To read about the business story behind Lifewise check out Michael Kitces’ Nerd’s Eye View blog, one of the industry’s most popular advisor blogs.
Intrapreneurship And Launching A Next Gen Offering In An Existing Financial Advisory Firm
New to Lifewise?
Providing the perfect blend of powerful technology and human guidance, Lifewise is geared toward young professionals searching for a better way to make wise choices and sound financial decisions. Backed by BerganKDV Wealth Management, Lifewise is supported by a team of CPAs, CFPs and CFAs who stand ready to guide you through every financial challenge and windfall.
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