Wise Fuel Intake

Schedule an Appointment That Fits Your Needs

Jenny Klismet

  • Chief Growth & Education Officer (CGEO)

  • Education topics/calendar; outreach priorities; partnerships/referrals; event CTA strategy.

  • Brings in business owners + new agents through education, outreach, and partnerships.

Todd White

  • Todd White - Chief Strategy Officer (CSO) + Director of Legacy + Business Owner Strategy

  • Brings in business owners through Rotary/Chamber/business associations and expands legacy opportunities.

  • Legacy workflow; Rotary/Chamber strategy; attorney/CA partnership process; succession/buy-sell consult flow.

    opportunities.

Sophie White

  • Chief Operating Officer (COO) + Director of Retirement Planning

  • Operations Systems/SOPs; CRM structure; accountability; proposals + onboarding standards.

  • CRM/pipeline, delegation + follow-up systems, proposal workflow, onboarding/implementation KPI tracking.

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Financial Wellness

Boost financial health and peace of mind.

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Retirement Solutions

Comprehensive plans to secure your future.

Excellence

Tax Efficiency

Tips to minimize liabilities and maximize savings.

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