Consulting

CEG Worldwide delivers consulting services that empower leaders of successful financial services firms to grow their businesses to new heights of efficiency, performance and profitability. Our services help those leaders plan strategically for developing growth, revolutionize their marketing efforts, forge valuable strategic alliances and improve work effectiveness and key team member communication. The result—our clients take control of creating the destinies they’ve always dreamed of and lead with confidence as they execute their strategic plans to reach milestones.

Our consultants lead clients through a mutual learning and priority-setting process that results in real change to business growth and enjoyment. We leverage our best-practices research, combined with our clients’ needs and knowledge of their businesses, to design strategic and implementation plans for growth or turnaround. Along the way, we help our clients learn about the industry and their own potential, and we build their teamwork skills.

CEG Worldwide offers Executive Planning Sessions (EPS)—an overall strategic diagnostic and next-steps planning process. The value of this service is that it helps our clients grow substantially, and it configures services, management and marketing according to best practices and firm goals to improve job satisfaction and financial achievement

CEG Worldwide consultants help clients align key team members around selected strategies, and we work together to develop and assign 1-3 action items for short-, medium- and long-term implementation. Our hand-in-hand work with clients creates terrific momentum and awareness of opportunities based on our extensive research and change-management experience.

EPS Deliverables

• Executive Planning Sessions workshop on-site with a six-hour facilitated program including
  presentation, Q&A and workshop sessions
• Extensive interview findings based on 5-10 in-depth internal interviews
• Firm self-assessment and observations from CEG Worldwide consultants based on interview findings
  and best practices
• Wealth management presentation document with interview results and extensive CEG Worldwide proprietary research on clients, business models and best practices that can serve as a valuable reference in future
• Potential to commission ongoing work teams or task forces at your firm
• Strategic action plan

EPS Benefits

• Clients learn and apply specific marketing tactics and activities appropriate for their firms
• Clients come to understand best practices for wealth management service processes and the
  potential for delivering these in their firms
• Clients come to understand what makes or could make their firms unique and how to evolve
  competitive positioning
• Clients develop a strategic focus and definition of up to three priority action items for
  short-, medium- and long-term implementation plans
• Clients achieve alignment among key team members around goals, priorities and action items
• Clients improve work effectiveness, including communication, mutual influence and enjoyment
  among firm principals and key team members
• Clients experience motivating and enjoyable learning with broad team involvement and shared experience

CEG Worldwide also offers these consulting services:

Strategic Alliance Workshop—which helps clients develop powerful and efficient marketing alliances with other professionals. The value of this service is that it dramatically enhances acquisition of the right clients whom the firm can serve most effectively and profitably.
Enterprise Consulting—customized consulting or executive coaching to address unique opportunities, reorganization, turnaround and other special situations. CEG Worldwide brings leading skills in strategic analysis and decision-making, leadership development and facilitation, and coaching, as well as its deep industry knowledge and contact network

Getting Started

To learn more about consulting services and to register for the next available engagement, please call Simon Glinsky, Senior Managing Principal for Consulting & Strategy at 877-616-8477 or email him at sglinsky@cegworldwide.com.