Broad carrier access Leverage Wave Financial Partners’ unique access to over 14 insurance carriers via a personal shopping service to upsell cross-sell homeowners and auto insurance, emphasizing competitive quotes and potential savings to attract mid-market clients.

Low headcount agility With a small team (2-10 employees) in Centennial, position partnerships that scale quickly for niche or high-touch client segments, offering white-glove service and rapid quote turnaround as a differentiator against larger brokers.

Digital footprint Capitalize on digital signals from Google Tag Manager and Google Analytics usage to tailor targeted outreach, track engagement, and optimize media spend for lead generation in the insurance advisory space.

Growth potential Given revenue in the 25–50 million range and expansion into multi-car and homeowners lines through a personal shopping model, pursue opportunities with regional agencies seeking fractional or partner-driven growth without full-scale hiring.

Competitive positioning Position as a personalized, savings-driven broker with access to multiple carriers to compete against large broker networks and pure-play digital insurers, targeting mid-market SMBs and affluent homeowners who value price and service.