Our Value to Institutions

CEG Worldwide helps financial institutions improve the profitability and loyalty of existing top advisors while attracting new top advisors.

Financial advisors are under tremendous pressure today. From the unstable stock market to a deepening recession to industry scandals that make headlines, it is no wonder that advisors find it difficult to focus on their clients. More than ever, advisors are looking to institutions to help them recover losses, retain their top clients, improve overall productivity and acquire new affluent clients.

Unfortunately, leaders of financial institutions find themselves under even greater pressure. Financial institutions that are publicly traded have to answer to shareholders who have realized tremendous losses. Investor confidence in stalwart industry brands is lower than it has been in decades. Many executives are focused on right-sizing operations by trimming budgets, staff and unnecessary expenses. This can leave little time and energy to dedicate to the most important asset of every financial institution—its top advisors.

Our experience suggests that as it concerns top advisors, financial services executives want to realize three primary goals:

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

So where does an executive turn to accomplish these goals?

CEG Worldwide has deep insights and unmatched expertise at helping top advisors grow their practices efficiently and effectively. We have conducted proprietary empirical research with more than 2,000 elite advisors and listened to their concerns and dreams. We have a deep understanding of what top advisors want from the institutions that serve them and we know how to help those institutions create a support system that profitably delivers what advisors want in the ways that are most useful to them.

To learn more about the insights we’ve developed from research with more than 2,000 elite advisors, executives can download our white paper titled Winning The Allegiance.

Our coaching programs give top advisors a competitive edge that empowers them to serve their clients well, fend off competition, forge strategic alliances and acquire new affluent clients with more than $1 million in investable assets. Advisors who have been through our programs are typically so busy with managing their successful practices that they don't have time to think about switching institutions.

To learn more about how our programs can impact your top advisors, please call Paul Brunswick, Senior Managing Principal, at 877-320-1663 pbrunswick@cegworldwide.com.