Louisville: This team has been working with CMG for 5 months. Since that time they have received 24 referrals, including 7 last month. They have identified $10,000,000 from those referrals and have closed $7,000,000.
$15,000,000 in assets
Raleigh, NC A Team in Raleigh has generated 46 referrals from their COI and Niche Market Platforms. From these referrals they have identified over $26,000,000 and closed over $15,000,000 – and are on track for a record year.
Local Short Hills, NJ Financial Advisor Generates Notable Results
Short Hills, NJ: This FA is quite satisfied with the results he has seen since working with Creative Management Group. Since working with CMG to build his marketing platform, he has generated an average of 4 referrals per month and just last month he identified over $10,000,000 in new assets based on the referrals he received from his marketing platform. Already this year, he has brought in more than $12,000,000 in new assets.
Houston TX Financial Advisor team begins finding success with Creative Management Group.
Houston, TX: A Financial Advisor team in the Houston has recently started working with CMG and in the first four months they have identified over $68,000,000 million in new assets. Just this month, they received 6 referrals from their Centers of Influence, representing over $31,000,000 in assets identified. Most notably, they have CLOSED $15 Million from just one of those referrals.
Orlando: This FA has been working on Project Double for 4 months. Since that time she has received 23 referrals, amounting in 34 million dollars in assets identified and closed all of it!
Advisor team has ongoing success with Project Double
Indianapolis: They have been working on Project Double for four months and in the process have finished a COI dinner and a niche market event. Both the marketing platforms have resulted in over 25 referrals and more then $13 million in assets closed.
$17,000,000 in new assets already this year!
North Carolina, a three person team has worked with
CMG for 5 months. During that time they have had their
first COI dinner and 1 Niche market event which have
resulted in 19 referrals. $23 million in assets have
been identified and $17 million have been brought in the door.
Local Clayton, MO Financial Advisor team notes
continued results to the marketing platform
A local St. Louis team comprised of 2 senior Financial
Advisors and 3 supporting producers is ecstatic with the
results they continue to achieve from their marketing
platform. In just their first 4 months working with CMG
they have identified $84 million in new assets. To date,
they have closed over $75 million.
Portsmouth, NH Advisor eyeing new record year.
Having completed his 2nd COI dinner in March, this FA
has now started to go through his one on one meetings.
His first 6 meetings with his COI’s have already identified
in $26 million in assets, with $8 million already closed
in April. As a result of his meetings, he is also
being introduced to 14 members of his Niche Market.
$10,000,000 + Introductions
An Advisor has worked with CMG for 10 months. During
that time he has had 4 COI / Niche events which have
resulted in 48 referrals. $19 million assets have
been identified and 12 million have been brought in the door.
New York City Financial Advisor team continues
finding success with Creative Management Group.
Fort Worth, TX: A team has had 3 dinners, generating 41
quality referrals representing $127 million in new
assets. They have closed $16 million, which is a 33%
New York City Financial Advisor team continues
finding success with Creative Management Group.
New York, NY: A Financial Advisor team in the City has
been working with CMG since the fourth quarter of 2007
and in just the first three months this year they
have identified over $37.4 million in new assets, over
$34 million of which has been CLOSED. Most notably they
have also received 13 referrals during that time
representing additional millions of dollars in new
Greensboro, NC Financial Advisor begins with outstanding success.
Just two months after hiring CMG to build a marketing
platform, a Financial Advisor in Greensboro has seen
tremendous results. Just last month he has closed
over $5 million in new assets. Most notably he has
also received an average of 5 referrals per month
since he started to work with CMG.
Ridgewood, NJ FA Wraps Up 1st Client Advisory
Skeptical at the outset, he now knows and touts the Center
of Influence strategy as being the main impetus for the
recent influx of referrals and closed assets. He quotes,
“I was uneasy with the approach in the beginning
but, after I realized how effective 1 on 1 follow-up was, I
wish I had done this years ago.” Having concluded
his follow-up meetings with his COIs after the event,
he garnered 20 referrals and closed more than $4.5
million in new assets.
North Carolina Team enjoys continued success from 1:1
meetings with Niche Market COI’s!
North Carolina – The Team targeted Duke
University Professionals for their Niche Market Event in
April. In one month, their COI’s have given them
Arlington, TX Financial Advisor Team Wraps Up Phenomenal
Center of Influence Dinner
An Arlington, TX FA is in the process of wrapping his best
COI dinner ever. So far, his 5 one on one meetings
with COI’s have resulted in 17 referrals with over
$3.5 million in assets closed. He has 8 meetings left with
COI and has already identified 2 niche market introductions
from them so far.
Local Des Moines, IA Financial Advisor team continues
finding success with Client Advisory Board.
After completing their first Client Advisory Board dinner, resulting in $25,000,000 in new assets identified and $2.5 Million closed, the team is excited about continuing to meet with their Centers of Influence. Empowered with outstanding feedback from the COIs about their practice, and focused on cultivating referrals and introductions into new assets, the team is eagerly planning its 2nd dinner in the coming weeks.
Ridgewood, NJ Financial Advisor received first taste of
Results From his Center of Influence
One local Advisor was not too sure about the outcome of
his Center Of Influence strategy aimed at enhancing
his practice. Skeptical about approaching top relationships
for advice and feedback on his service and marketing
efforts, he soon began realize how effective the process
can be. One of his Centers of Influence brought in
$1,400,000 in new assets after their
initial conversations! This Advisor is extremely enthused
about the process and we look forward to his continued success.
Advisor in Blue Bell, Pa
This FA has brought in another 1.3mm from his COI dinner.
He has over 25 referrals from his 1 on 1s. He has brought
in over 3.5mm from COIs and referrals so far. We look
for continued success!
Bethesda, MD FA strikes it big with his COI dinner.
A CMG client enjoyed a successful COI dinner last
week by bringing in over $9 million in assets even
before his one on one meetings. His COI’s felt that
his business practice was very successful and
innovative and referred him to prospects which
he was able to bring in right away. We are expecting
to see more assets brought in with his other meetings.
The Good News Network Summer 2011
The Good News Network Featured Team of the Month
Nick, Gary and Mike, a team from UBS in Michigan, emphasize that they work as a team in the truest sense of the term.
They have been working with Matt Vukovich from Creative Management Group since early 2010.
In 2010 the team brought in $21MM in assets and, thus far in 2011, they have added another $44.5mm for a total of $65.5mm in the past 12-14 months.
They are very impressed with consultant Matt Vukovich’s persistence and dedication to helping them achieve their goals.
Business Advisory Group
The team is implementing the Business Advisory Group approach and new business is coming in the door as a result.
The team reports that putting their processes in writing has allowed them to sharpen their focus.
Internal Motivators and Time Blocking
Team members affirm that blocking out time each day to work on their program makes all the difference in the world.
Value-Added Client Services
Putting this platform in place has not only allowed the team to improve client services, it has allowed them to uncover additional assets with existing clients.
Creative Management Group can work with you to accomplish your goals, help hold you accountable, measure your progress, establish action plans and set priorities. Contact us to learn more at firstname.lastname@example.org.
New Assets and Referrals Reported by Our Advisors
In Oakbrook an FA brought in $250,000 by going over his Value Added Client Service Worksheet with his client.
A team in Oakbrook has received 5 referrals and closed $1.4mm from their Business Advisory Group follow up and expects more to come.
Another client in Oakbrook received five referrals and identified 2.5mm from a Niche Market event.
A team is working on five prospects representing over $300mm and they are confident they can close half of them this year.
An FA in San Antonio closed $1mm from his first Business Advisory Group event.
A team in Houston we started working with in May has uncovered $172mm, brought in $23mm and received 42 referrals from their first Business Advisory Group event and exploring with their BAG members.
An FA in Atlanta has uncovered $22.5mm and has closed $10mm from his Business Advisory Group and geographic Niche Markets.
A team in Atlanta has brought in $11mm in new assets from their Business Advisory Group and Value Added Client Service Plan.
An advisor in San Jose brought in $2.2mm from their Value-Added Client Service plan and Business Advisory Group.
A team in Walnut Creek has brought in $5mm in new assets from their Value Added Client Service Plan.
An FA in Omaha has uncovered $6mm in assets from his geographic Niche Market.
An advisor in Williamsburg hosted a social event at a horse racing track. The idea came from a member of his Business Advisory Group and attracted ten clients and 36 prospects.
A team in Columbus brought in $1.2mm in new assets from their Business Advisory Group.
A team in Ft. Collins is bringing in $4mm from a Business Advisory Group referral.
A team in Denver brought in $22mm in April alone.
A team in Tulsa had their first 1 on 1 meeting from their Business Advisory Group and by utilizing the script and role-playing, they received 11 referrals!
An FA in Bala Cynwyd brought in 15mm in new assets from his Value Added Client Service platform and Niche Markets.
An FA in Philadelphia has brought in $3mm in new assets from their Business Advisory Group.
An FA in Blue Bell has received 15 referrals from his Niche Market and has uncovered $3.5mm in assets.
A team in Philadelphia has brought in $9.5mm in new assets from their Business Advisory Group in 2011.
An FA in Las Vegas has brought in $10mm in new assets from their Business Advisory Group and Niche Markets.
A team in Vegas brought in $14mm in new assets from their 3 Niche Markets.
Based on their marketing efforts, A team in Birmingham recently brought in $39mm bringing them up to a year-to-date total of $48mm.
A client in Mobile has held six one-on-one meetings following his first Business Advisory Group dinner and has already received 24 referrals.
Another FA in Mobile got two referrals following his first Business Advisory Group dinner.
And another client in Mobile held six one-on-one meetings following his first Business Advisory Group dinner and received 19 referrals.
In Orlando, a FA identified $3mm in assets from his first Business Advisory Meeting.
An FA in St. Petersburg closed $1mm from his local follow up after his Business Advisory Group event.
A team in Orlando has identified $25mm from one of their Niche Markets and has closed $5mm to date.
In Sarasota, a team has identified $9mm through referrals in assets from their first Business Advisory Group event.
A client in Clearwater closed $1.5mm after his first 1 on 1 follow up meeting for his first Business Advisory Group event.
A St. Petersburg client closed 1.3mm in assets from a referral he received from his Business Advisory Group.
A team in Fort Walton Beach held their first Business Advisory Group dinner and got three referrals collectively representing over a million dollars.
A team in Orlando has brought in $5.5mm in new assets from their Niche Markets and Value-Added Client Service plan.