Brian Palmeri

The Organization:

Mpowered is the only Colorado-based nonprofit resource for individuals and families who want to learn about money management and participate in financial coaching to achieve their personal definition of financial success.

How Brian Does It:

The key to helping Mpowered clients to reach their financial objectives is to develop a trusting, long-term relationship. It's this ability that is central to Brian's Superstar-level success. In fact, all Mpower financial coaches work towards increasing client retention – but Brian's client retention rate is significantly higher than that of his peers. As a result, in the first 9 months of 2015, Brian's clients reached 12% more outcomes than Brian's closest performing peer.

Brian's use of high quality data and comprehensive client notes helps him closely track client progress toward outcomes and in taking appropriate action to adjust his approach to move his client's towards achieving their financial goals.

The Data: