The Benefits Of SAMI Campaigns

Offering unique services for strategic alliances

CEG Worldwide delivers an unparalleled experience to our financial advisor clients through our coaching programs. We’ve designed SAMI to deliver exceptional value and results that matter to advisors and their partners. When you engage a SAMI campaign, you can expect to receive the following benefits.

Revenue
SAMI is designed from the ground up to impact revenue. Every SAMI strategy and tactic aims to persuade prospects to enter the five meeting consultative client management process.

Programmatic
Everything that needs to be done is already defined. The program is already developed for alliance partners with the right marketing tactics previously chosen and ready to implement.

Turn-Key
Alliance partners won’t have to spend a great deal of time working on the campaigns because they are already built. This allows partners to continue to focus on the business at hand.

Momentum
Early wins and ongoing marketing activities create the momentum necessary to excite alliance partners and keep them focused over time.

Support
Alliance partners have CEG Worldwide supporting them and customizing campaigns. This level of support enhances productivity and ensures a professional appearance.

Flexibility
These campaigns provide the most flexible approach to marketing strategic alliances on the market today:

  • Package oriented – alliance partners get to pick the package that is appropriate for their budgets and goals.
  • Business driven – whether you need to tell mutual clients about your alliance or need to entice them to meetings, we have an approach that will generate dialogue and revenue.
  • Co-branding – include your brand items, such as logos, taglines and a key message, as much or as little as you choose.
  • ROI – you choose how much time, effort and money you want to expend. With Bronze packages, you can literally build out campaigns with your own staff at very little cost. Or you can pick Silver and Gold packages and have us do most of the work. It’s entirely up to you.


Our latest book
Breaking Through book teaser
Journal of Wealth Management Consulting
Our free monthly publication offers real-world stories from advisors utilizing wealth management best-practices.