When we enter into a partnership with your firm, it is for one reason only: to drive the mutual success of your firm, your advisors and our firm.
A one-off speaking engagement or brief workshop is seldom the right approach for driving this success. Instead, we define a pathway to help your advisors move up the hierarchy of success and to help you get the results you want in terms of increased revenue, advisor loyalty and recruitment success. We work collaboratively to ensure that our solutions mesh seamlessly with your firm’s structure, existing programs, compliance requirements and so forth. We want our relationship to be “frictionless” so that we all can focus on achieving the results you want.
We use a three-part process for ensuring our mutual success.
Our discovery process enables us to thoroughly understand your key goals, your biggest challenges and the financial advisors you serve. We want to know what’s working for you—and what is not—so we can prioritize the gaps between where your firm is now and where you want to go. We then explore potential solutions together, paying particular attention to opportunities to accelerate your success even more.
Next, we provide a detailed proposal of our recommended solutions that will help you achieve your goals, including a time frame for implementation and costs. When you choose to move ahead, we draft a formal agreement to deliver the agreed-on services.
Once the project is underway, we meet on a regular basis to ensure we are achieving your desired outcomes and to make any fine-tuning adjustments to maximize success.
Ready to discuss how your firm can help your advisors accelerate their success? Schedule a meeting with Robin Black, CEG Worldwide’s managing principal of strategic partnerships.