Executive Planning Sessions

Every executive working within the financial services industry today is concerned with increasing revenue and profitability in the face of fierce competition and an increasingly difficult regulatory environment. When combined with the day-to-day demands of operating a financial services company, many executives find that there is rarely enough time to step back in order to gain the larger perspective needed to systematically address their revenue and profitability goals.

CEG Worldwide's Executive Planning Sessions are designed specifically to help executives address this challenge. Each session:

• Clarifies overall goals and objectives
• Defines and prioritizes company needs
• Delivers insights into challenges in order to arrive at effective solutions
• Creates a strategic action plan that achieves revenue and assets under management goals

The result? Executives become far better positioned to achieve their goals. With a clear understanding of what the most successful institutions are doing to build their businesses, these executives are prepared to grow their revenues and profitability in three key ways:

1. Increased sales from existing advisor relationships. Our research shows that nearly three out of five advisors, or 59.3 percent,conduct more business with firms once they start using a value-added marketing (VAM) program.
2. Greater advisor loyalty and retention. When a financial institution helps advisors to succeed, it is much more likely to retain those advisors, in good times and bad.
3. Additional advisors acquired. When an institution has a proven track record and reputation with advisors for providing both quality products and support, capturing new advisors becomes a relatively easy task.

Perhaps most important of all, by taking an "outside in" approach guided by an expert outside party, executive planning sessions allow executives to gain a new and better perspective that enables them to take the firm to its next level of success.

For information on executive planning sessions, please call Marty Corfman, CEG Worldwide's director of coaching, at 866-348-2406.