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At CEG Worldwide we know how challenging it can be to lead a financial services firm—especially in today's economic climate. Our principals have many years of experience at building high-performance financial services teams. Their experience and a plethora of empirical research suggests that most financial services executives want to realize three goals when it comes to their top advisors:

  • Increased sales and profitability from fewer, more successful advisors
  • Increased advisor loyalty and retention over time
  • Increased acquisition of new top advisors

Paul Brunswick, Senior Managing Principal at CEG Worldwide, works closely with executives at financial institutions to develop custom strategies. To schedule an appointment with Mr. Brunswick, by phone, please call (877) 320-1663 or email him at pbrunswick@cegworldwide.com.