Strategic Alliance Marketing Initiative (SAMI)

Strategic alliances are one of the most exciting opportunities in the financial services industry today. In fact, we see more and more financial advisors asking us for support and guidance as they develop their alliances. As much as there are opportunities, there are also challenges. Strategic alliances require concerted effort and a carefully thought through marketing plan to realize their full potential.

Many of our top financial advisor clients have asked us to help them not only create powerful alliances, but also to market those alliances so they achieve maximum exposure. After all, advisors and their partners – a combination of CPA firms, attorneys, and insurance specialists – are not marketing experts and do not have the time or energy to become experts.

So how can we help your alliance?

Introducing SAMI (pronounced sammy) CEG Worldwide’s Strategic Alliance Marketing Initiative. SAMI empowers advisors and their strategic partners to position their alliance effectively, present their value proposition continuously, convert new clients efficiently, and maximize their revenue potential.

SAMI offers pre-packaged marketing campaigns, in one of three different themes, that alliance partners can customize with their logos, taglines, and a small message. Best of all, this is a completely turn-key service where CEG Worldwide does most of the work on behalf of alliance partners.

SAMI is exclusive, however, and is only available to CEG Worldwide clients who have advanced through our coaching programs. To learn more about SAMI:

• Download the brochure
• View SAMI packages
• View SAMI theme options
• Watch the SAMI Overview Video
• Watch the Sample Infrastructure Marketing Video
• Contact us for more information